Solutions for Today, Tomorrow and Beyond
I hope your visit to my website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this site to help you gain a better understanding of the financial concepts behind investing, insurance, retirement, estate planning and wealth preservation.
Above all, I will continue to provide the level of personal service and attention that you have come to expect from me.
This site will help educate you about the basic concepts of financial management and let you learn more about my practice and the diversified services that I offer. I urge you to take advantage of this resource and to visit the site often for updated information.
Your referrals are always appreciated and I encourage you to direct those who might benefit from my services to this website.
Thank you.
Arthur
Newsletters
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Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
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Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.