Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
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.
Allen
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Newsletters
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?