Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

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

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 fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

Production Values: New Calculations for GDP

The calculation of U.S. GDP was revised in 2013 and the changes provide a different perspective on economic performance.

Small-Business Borrowing Update

Common financing options that small businesses often rely on to run their operations or finance expansion.

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

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