Providing Guidance For
Building Wealth
&
Retirement Income
For Conservative Investors
Newsletters
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ETFs on the Rise
ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.
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Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
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New Tax Breaks for Pass-Through Entities
The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.
Calculators
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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,444.34 | +0.26% |
| Nasdaq Composite | 7,449.03 | -0.48% |
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