Financial and Insurance Services

Financial planning is a term applied to advisory services that assist people in reaching their financial goals. However, this term neither creates an awareness of all the key financial planning areas nor empowers individuals and families to articulate financial goals in a meaningful way.
Several financial planning professional organizations have defined the term financial planning in order to foster a unified financial planning profession. While that might constitute a worthwhile exercise, our goal is vastly different. We strive to ensure that for all of our clients the financial needs in each of the key financial planning areas are met, and steps are taken to ensure that their financial house remains safe and secure.
Newsletters
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?