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Calculators

You can review interesting calculators on my site.

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Videos

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Financial Strategies for Businesses and Individuals

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 taxation, insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

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We're here to help educate you about the basic concepts of fiscal management; to help you learn more about who we are; and to give you fast, easy access to sound financial information. 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 around personal finance and taxation.

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much do you need to save each year to meet your long-term financial goals?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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