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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.
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Newsletters
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Tips for Safe Online Shopping
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
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Talk About These Money Matters Before the Wedding
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
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Three Ways to Help Simplify Your Finances
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Lease Payment
How much would your monthly lease payment be?
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Car Affordability
How much can you afford to pay for a car?