
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 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.
We are providing this service with the same commitment to honesty, integrity and candor in a manner that is consistent with biblically based business practices.
“The Retirement Savings Dilemma”
Newsletters
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Sticker Shock Is No Joke for Car Buyers
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
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Building Financial Resilience
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Car Affordability
How much can you afford to pay for a car?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.