Smart Strategies For Income Investors
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 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 services, investment services, retirement and estate planning startegies, and wealth analysis. 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 your financial management; to help you learn more about who we are; and to give you fast, easy access to market 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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IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
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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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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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Double Up with a Spousal IRA
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.