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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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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Saving for College: 529 Plan vs. Roth IRA
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
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Do You Have Enough Life Insurance?
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
Calculators
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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.