Site Map

Home

• Contact Us
• Our Location
• Information Needed For Our First Meeting
• My Background
• Products
• Services
• Tell A Friend

Products & Services

• Products

Learning Center

Calculators

• Life Insurance
• Annuity Tax Advantages
• Current Retirement Savings
• Spending Habits
• Savings in Retirement
• Burial and Final Expenses
• Annual Percentage Rate (APR)
• Tax Deferral
• Annuity Value
• Student Loans
• Savings Goals
• Risk Tolerance
• 529 college savings plan
• Financial preparedness
• Life insurance proceeds
• Long-Term Care
• Retirement and living expenses
• Retirement Income and 401(k)

E-Seminars

• Retirement Income

Newsletters

• Keeping Cool: Investment Strategy vs. Reaction
• Social Security May Offer a Lifetime of Protection
• The Cost of Family Caregiving
• Three Life Insurance Strategies for Small Businesses
• Telemedicine: The Virtual Doctor Will See You Now
• HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
• Setting a Retirement Savings Goal
• Early Retirement and Your Tax-Deferred Savings
• HOT TOPIC: The Coronavirus and the Global Economy
• Stay-at-Home Spouse? Consider a Spousal IRA
• Three Lessons from Retirees
• Five Red Flags That Raise the Odds of an Audit
• Behavioral Biases That Can Lead to Costly Mistakes
• Classifying Workers: Know the Rules and Risks
• HOT TOPIC: The SECURE Act and Your Retirement Savings
• Three Generations of Retirement Strategies
• Do Target-Date Funds Hit the Bull’s-Eye for You?
• Retirement Savings: Traditional, Roth, or Both?
• HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
• Give and Receive with a Charitable Remainder Trust
• Business or Hobby? It’s All About Taxes
• Is It Time to Step Up Your Digital Marketing?
• Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
• Online Shopping Tips
• What’s Required of the Executor of an Estate?
• Prices and the Economy
• Qualified Charitable Distributions
• A New Option for Providing Health Coverage in 2020
• HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
• Protection to Help Your Family
• Five Money Issues to Talk About Before the Wedding
• What Medicare Won’t Cover
• Index Update: Shifting Sectors Reflect Social Change
• Coping with a Labor Shortage
• Sticker Shock May Drive Consumers to Used Cars
• Risk Tolerance: Stress-Test Your Portfolio…and Yourself
• Steps to Help Lower Capital Gains Taxes
• Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
• Caught in the Middle: The Sandwich Generation
• Seeking Balance in a Mutual Fund
• What’s the Real Return on Your Investments?
• A Steady Strategy in Turbulent Times
• College Savings: Roth or 529 Plan?
• Avoiding Probate with a Transfer-on-Death Deed
• Interest Rates and the Economy
• Steps to Executing an Exit Strategy

Research Articles

Videos

Quote Requests

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
• Charting
• Portfolios