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 and business financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, group benefits, commercial and property liability 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 employer/employee benefits, insurance retirement strategies, buy/sell arrangements and business continuation not to mention all facets of commercial lines insurance and to help you learn more about who we are; and to give you fast and accurate competitive quotes. 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.
Make sure to visit our Associates page to see our vast network of professionals that are here to take care of both your personal and business planning needs.
Newsletters
-
On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
-
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.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
-
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.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Lease Payment
How much would your monthly lease payment be?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.