Life, Retirement, Annuities, Disability, 401K, College Savings, Auto, Home, Business
Thanks for visiting our Web site. Our site is where you can learn more about the insurance and investment services you may need. We provide the tools you need to learn about the different types of policies and their benefits, costs, and limitations.
We believe that the best way to help you obtain the right services – at the best possible price – is to help you understand what you need to know about financial services.
Have you ever been curious about what a homeowners’ policy covers? Or whether auto insurance protects the extras you added to your car, like a stereo and alloy wheels? Our Learning Center has answers to questions like these, but it also offers so much more.
Want to find out how long it will take you to pay off that new car you’ve had your eye on? Have you ever wondered how much house you can afford? Check out our Calculators.
Are you curious about whether your new diamond jewelry is covered under an existing policy? Or whether the stuff in your garage is covered if your hot water heater bursts? Check out the Articles.
What’s the difference between comprehensive and collision coverage? See the Glossary.
Once you have an idea of the type of policy you need, visit the Quote Center. We’ll ask you for some simple information and then get back to you with some policy recommendations.
We want your insurance to work hard for you and your family. Let us help you find the right protection while giving you the peace of mind that comes with knowing you are covered.
Thanks for visiting our site. We look forward to working with you.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Understanding the economy's cycles can help put current business conditions in better perspective.
Second marriages are a trigger event to revisit any existing estate strategies.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding how capital gains are taxed may help you refine your investment strategies.
Marriage changes everything, including your insurance needs.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know these three personal finance sayings?