Our Mission Statement
To Achieve Financial Success For Our Clients, One Generation At A Time
CALCULATORS
Financial calculators for estimating various related Financial questions.
VIEW CALCULATORSNewsletters
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An Affordable Insurance Solution
A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.
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Time to Hire? Consider the Pros and Costs
Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.
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A Map to Guide Your Family
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
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Where There's a Will…
A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 24,207.16 | +0.59% |
| Dow Jones Transportation | 9,608.30 | +0.53% |
| Dow Jones Utilities | 702.94 | +0.18% |
| Nasdaq Composite | 7,034.69 | +0.15% |
| Nasdaq 100 | 6,668.56 | -0.02% |
| NYSE Composite | 11,907.63 | +0.33% |
| AMEX Composite | 2,459.45 | -0.24% |
| PHLX Semiconductor Index | 1,187.19 | -0.82% |
| OSX Oil Service Sector Index | 93.91 | -0.80% |
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