Specializing in comprehensive financial planning and investment management for Middle American families.
Welcome to our Web site, where you'll 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; 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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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?