We hope your visit to our website will help you understand the opportunities that are available when you take a positive approach to your personal financial situation, as well as the value of working with skilled professionals to pursue your financial goals.
Our objective is to provide you more information about who we are, to give you fast, easy access to market performance and data, and to provide you with a variety of financial tools to give you a clearer picture of where you stand and where you're headed. Please take advantage of this resource and visit us often. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
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Newsletters
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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Be Aware of Observation Care
Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.
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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.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.