"Education Today for Greater Independence Tomorrow"

Welcome to our Website.   Here you’ll find a wealth of information in the form of articles, calculators, radio programs, research reports, and resource links.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive and proper approach to planning; an approach founded in education and enhanced through collaboration.  The following are just a few independent professionals with whom we work; all of whom are in our same building

Aging / Healthcare Consultant, Attorneys, Computer Specialists, CPA, Financial Strategists, Health Insurance Agent, Long Term Care Specialists, Organizational Expert, Property / Casualty Insurance, & Stock Brokers 

Off site, we are proud to be associated with organizations such as:                                      The Alzheimer's Association Midlands Chapter, Midlands Eldercare Network, NAIFA, Salem Communications, Society of Financial Service Professionals, UNMC, UNO, VA, & Wealth Protection Professionals

Click below to watch a video discussing 9 common tax filing mistakes

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

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May 23, 2012 @ 12:28 PM

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