Site Map

Home

• Contact Us
• Our Location
• 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

Newsletters

• A Financial Wellness Plan Can Help Pave the Road to Retirement
• Working While Receiving Social Security Benefits
• Your Business: Reasons to Keep Personal and Business Finances Separate
• Key Retirement and Tax Numbers for 2021
• Is Your Home Office Also a Tax Shelter?
• HOT TOPIC: Pandemic Relief Measures and Your Tax Return
• Watch Out for These Financial Pitfalls in the New Year
• When You Can’t Speak for Yourself
• Big Data for Smaller Players
• Prepare Your Finances for the Next Emergency
• Gift vs. Inheritance: Consider the Tax Difference
• Take Advantage of Deductions for Business Investments
• HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
• Full House: Adult Children Coming Home
• Three Questions to Consider During Open Enrollment
• Your Estate: Have You Looked at These Legal Documents Lately?
• Four Steps to Rebuilding Your Business
• Business Cycle Basics: Recessions Begin and End Before We Know It
• Could You Be Responsible for Your Parents’ Nursing Home Bills?
• Survivor Benefits Provide a Financial Lifeline
• Student Loan Stress? These Plans Might Help
• HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
• Debit or Credit? Pick a Card
• Crisis Relief: Financial Lifelines for Affected Workers
• The Beige Book: A Timely Economic Read
• Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
• Will vs. Trust: Know the Difference
• Why You Might Need Disability Income Insurance
• SECURE Act Changes That Matter to Small Employers
• 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

Research Articles

Videos