Thank you for visiting our website! We believe that everyone should have the opportunity to achieve his or her financial goals. However, we recognize that many people regard financial planning as complex and confusing and may miss out on potentially rewarding opportunities. Others take unnecessary risks and fail to protect their assets adequately. Our website is designed to help you gain a better understanding of the wealth management strategies behind insurance, investments, retirement and estate planning concepts. We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are and to give you easy access to market performance data. We hope you take advantage of this resource, visit us often, and consider consulting with us regarding your financial goals.
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Newsletters
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HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
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Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
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HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.