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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.

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.

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Explains how a borrower can lower monthly payments by recasting a mortgage.

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Will you be able to afford nursing home care?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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

This calculator can help you estimate your annual federal income tax liability.

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