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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.
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A balance sheet summarizes your assets and liabilities and reveals your net worth.
How much will it cost to pay off a loan over its lifetime?
How much can you afford to pay for a car?
What's the interest rate on the lease you're considering?
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How Health-Care Expenses Could Affect Your Retirement Lifestyle
Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?
The Problem with Investment Gains
Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.
Save the Date
There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.
The Return of the Initial Public Offering
After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.
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Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Manage your taxes and prepare for the upcoming tax season.
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