We're here to help you to preserve, protect, and build wealth.

Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I 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, I hope you see the value of working with experienced professionals to pursue your financial goals. I'm 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. I 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. I frequently update our information, and wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze
A nonfungible token is a unique digital asset authenticated by blockchain. This article discusses its potential and potentially high risks.
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HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.
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Why Small Businesses Should Pay Attention to Accessibility
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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?