HOW BIG IS YOUR RETIREMENT SHORTFALL ?
WILL YOUR MONEY LAST AS LONG AS YOU ?
WILL INFLATION IMPACT MY RETIREMENT ?
HOW WILL TAXES AFFECT MY INCOME AND CASH FLOW ?
These are the questions that keep people up at night. If you want to begin the journey towards financial freedom, then take 14 minutes to view my comprehensive, OnDemand, retirement planning seminar. It will address all of the major concerns of retirees, and pre-retirees. I know you will be glad that you took the time! Simply CLICK below, and see why people are are calling this a life-changing experience for their retirement planning.
Click here to view the OnDemand retirement planning seminar!!
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
-
The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
-
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
-
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.