Smart Investing
Welcome to our Web site, use this as a resource to 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 planning, 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 and to help you learn more about who we are. 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.
Newsletters
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Lease Payment
How much would your monthly lease payment be?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?