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Welcome! You’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Everybody's interest in financial matters is different. Use this site to gain some understanding of the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Take a little time to find out about the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Knowledge and understanding enhance confidence in choosing and maintaining a path(s) to life's goals.
Then, at whatever point you might choose, we're here to help you 'make a cake from the ingredients'. Like other areas of life - including you in your own profession - working with an experienced person who has the time to know the details and inter-workings of matters brings value and efficiency. Call or email or FAX with questions or for a consultation.
We hope you take advantage of this resource and visit often. Add this site to your list of "favorites" in your internet browser. Information is frequently updated and we want you to receive new developments in the area of personal finance.
Newsletters
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.