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’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.
Newsletters
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.