Investment Centers

Financial Planning with a Christian Perspective

Welcome to my 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.  I 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 importantly, I hope you see the value of working with skilled professionals to pursue your financial goals. I am here to help educate you about the basic concepts of financial planning, to help you learn more about who I am, and to give you fast, easy access to market performance and data. I hope you take advantage of this resource and visit my Site often. Be sure to add my Site to your list of "favorites" in your Internet browser. I frequently update my information, and I wouldn't want you to miss any developments in the area of personal finance.
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Accumulation

Estimate the future value of your current savings.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

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