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 preserve 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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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lease Payment
How much would your monthly lease payment be?