Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and more.

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.

Newsletters

  • Insuring a Home-Based Business

    Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.

  • Better Late Than Never

    Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

  • Illinois Highlights Credit Risk

    A look at the tax advantages and credit risks associated with municipal bond investments.

  • Monetary Policy Update

    How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.

Calculators

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Car Affordability

    How much can you afford to pay for a car?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.