Site Map

Home

• Contact Us
• Our Location
• Set Appointment
• My Background
• Products
• Services
• Tell A Friend

Products & Services

• Taking Control in Turbulent Times
• What Would Happen

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

• HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
• Debit or Credit? Pick a Card
• Consider a Roth Conversion for Tax-Free Income
• Turbulent Times: Bear Markets Come and Go
• Crisis Relief: Financial Lifelines for Affected Workers
• HOT TOPIC: The Shape of Economic Recovery
• Mid-Year Is a Great Time to Fine-Tune Your Finances
• Four Questions on the Roth Five-Year Rule
• The Beige Book: A Timely Economic Read
• Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
• HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
• Managing Your Workplace Retirement Plan
• Will vs. Trust: Know the Difference
• Why You Might Need Disability Income Insurance
• SECURE Act Changes That Matter to Small Employers
• 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?
• 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?
• 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

Research Articles

Videos

• Building Cash
• Diversifying Assets
• IRA Wealth Maximization
• Protecting Your Business
• Protecting Your Family
• Protecting Your Partner
• Reducing Taxes
• Retaining Management

Quote Requests

Market Watch

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