Our goal is to help you understand and appreciate the potential rewards that are available using our ACTIVE MANAGEMENT approach to your investments. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We hope you see the value of working with our skilled CERTIFIED FINANCIAL PLANNING PROFESSIONALS® to help you pursue your unique 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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
At what point can you call a personal vehicle commercial?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Even if you’re young and single, you should still consider protecting yourself.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you explored all your options when it comes to managing your taxable income?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Investors seeking world investments can choose between global and international funds. What's the difference?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Women must be ready to spend, on average, more years in retirement than men.