Welcome to our Web site!
We hope your visit to our site 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 site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, wealth preservation, and tax planning. Most important, we hope you see the benefits that utilizing the skills of a licensed and certified professional can provide you in the pursuit of achieving 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 find this site informative and easy to use. Please visit us often and 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 wealth management.
Please take advantage of all the information available to you on this Web site. Under the Resources tab there are up-to-date articles, newsletters, various financial calculators, flip-books, glossary of terms, tax libraries and videos. Information about our staff is located in the "About Us" tab under "Associates".
Newsletters
-
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
-
Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
-
Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
-
A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.