What will you do if you run out of money?

Is your income protected if the market crashes?

Could you live on social security alone?

What is your plan for the day your health changes?

Are your investments tax efficient?

Welcome!

Welcome to our website where you will find a wealth of information in the form of newsletters, calculators, research reports and videos. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Please take advantage of this resource and visit often.

We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management and to help you learn more about who we are. We look forward to helping you develop or fine-tune your personal retirement strategies.

Newsletters

The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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More Newsletters

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators