Welcome to our Learning Center.

 

Here you will find a wealth of information in the form of newsletter aticles, calculators, and research reports.

Gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. 

 

 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Newsletters

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

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