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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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.