Welcome to our website, where you'll find a wealth of information in the form of newsletter articles, calculators, and market 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 website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to help you 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.
Newsletters
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
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HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
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How Funding an HSA Could Help Strengthen Your Retirement Strategy
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Lease Payment
How much would your monthly lease payment be?