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Welcome to our website.

We hope you utilize this excellent support resource to protect your future while maximizing your return, lifestyle and peace of mind!

 

All too often people find financial planning complex and confusing, and miss out on extremely rewarding financial opportunities...and the average person preparing for and entering retirement (usually with the "help" of a salesman) is often taking much more risk than they should while missing out on the high returns that we have a published track record of providing.

 That’s where our experience and sincere partnership with our clients can help.  Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth by helping you acquire the knowledge of and access to all the options and proven strategies you need to successfully pursue your financial objectives.  We hope to establish long and trusted relationships with our clients and their families...which this site will initiate if you will take the time to take full advantage of this excellent resource.  Be certain to find answers to your most important questions within this site or by simply giving us a call...yet don't be surprised if the process raises as many new and vital questions as it initially answers.  That only means that we are moving in the right direction.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

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