Site Map

Home

• Contact Us
• About Steve
• Our Location
• How We Work
• Your Role
• Useful Links
• Products
• Tell A Friend

Products & Services

• Taking Control in Turbulent Times
• What Would Happen
• For Professional Advisors
• Business Solutions
• Education Center

Learning Center

Calculators

• Life Insurance
• Annuity Tax Advantages
• Current Retirement Savings
• Spending Habits
• Savings in Retirement
• Burial and Final Expenses
• Annual Percentage Rate (APR)
• Tax Deferral
• Annuity Value
• Student Loans
• Savings Goals
• Risk Tolerance
• 529 college savings plan
• Financial preparedness
• Life insurance proceeds
• Long-Term Care
• Retirement and living expenses
• Retirement Income and 401(k)

Newsletters

• HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
• Give and Receive with a Charitable Remainder Trust
• Business or Hobby? It’s All About Taxes
• Is It Time to Step Up Your Digital Marketing?
• Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
• Online Shopping Tips
• What’s Required of the Executor of an Estate?
• Prices and the Economy
• Qualified Charitable Distributions
• A New Option for Providing Health Coverage in 2020
• HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
• Protection to Help Your Family
• Five Money Issues to Talk About Before the Wedding
• What Medicare Won’t Cover
• Index Update: Shifting Sectors Reflect Social Change
• Coping with a Labor Shortage
• HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
• Sticker Shock May Drive Consumers to Used Cars
• Risk Tolerance: Stress-Test Your Portfolio…and Yourself
• Steps to Help Lower Capital Gains Taxes
• Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
• HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
• Caught in the Middle: The Sandwich Generation
• Seeking Balance in a Mutual Fund
• What’s the Real Return on Your Investments?
• A Steady Strategy in Turbulent Times
• College Savings: Roth or 529 Plan?
• Avoiding Probate with a Transfer-on-Death Deed
• Interest Rates and the Economy
• Steps to Executing an Exit Strategy
• SRI Investing: Not Just for Stocks
• Taking a Team Approach to Retirement Savings
• Need to Tap Your 401(k)? Proceed with Care
• Looking Back, Looking Ahead
• Getting Real About Retirement
• Seeking Synergy: Why Mergers and Acquisitions Matter to Investors

Research Articles

Videos

• Diversifying Assets
• IRA Wealth Maximization

Quote Requests

• Fixed Annuity
• Life Insurance