Linking Your Investment Needs

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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Why Small Businesses Should Pay Attention to Accessibility
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
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Going Green: A Fast-Growing Corner of the Global Bond Market
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
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Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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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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Credit Card Debt
How Long Will It Take to Pay my Balance?