Welcome to our Website, 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 potential value of working with 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.
Stanley A. Dickinson
Newsletters
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.