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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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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HOT TOPIC: Should You Worry About Market Volatility?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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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.
Calculators
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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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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.