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Calculators

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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.

Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Index Funds: Traditional and Not-So-Traditional

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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HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You

Open enrollment is your chance to make every benefit count.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Home Affordability

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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