Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Newsletters
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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
