What Keeps You Up At Night?

Many say financial security and independence for their family and their business remain their biggest concern. In today's complex financial world, you need a dedicated team of professionals who understands all that you and your organization and family hope to accomplish. Someone who will help you secure each goal. Someone who listens to your needs.  Most importantly, someone who helps you stay on course through both the short and long term.

Browse our Financial Topics section for the latest information. Try our Tools and Calculators to find out about your retirement planning and college funding needs. Access your policy and account value information in just a click. Most importantly -get started on a plan to achieve your goals today - contact us for a complimentary, no obligation initial consultation.

 

 

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Roth IRA Conversion

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

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Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

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January 29, 2012 @ 09:11 AM

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