"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 talking about Powers of Attorney
Learning Center
  • 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.

Calculators

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 →

Newsletters

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

More Newsletters →

Market Watch

January 28, 2012 @ 12:47 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
NYSE Composite 7,876.61- 7.29

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