Throughout the website you will find a wealth of information in the form of newsletter articles, calculators, and research reports. You can also see any upcoming seminars that we have planned.
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 website 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.
Start by finding out your personal risk number.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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