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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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Calculators
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.