Site Map

Home

• Contact Us
• Contact Us
• Mission Statement
• Our Associates
• Our Location
• About Our Firm
• Services
• Meet Our Team
• Income Tax Preparation Special Offers
• Tell A Friend

Associates

• Michael A. Ganci
• Kaitlyn (Katie) Powers
• Yvonne Smith

Learning Center

Calculators

• Loan Payoff
• Mortgage Refinancing
• Credit Card Debt
• Required Minimum Distributions
• Tax-Deferred Savings
• IRA Eligibility
• College Funding
• LTCI Cost of Waiting

Newsletters

• HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
• Risk Tolerance Is About You, Not the Market
• Insurance with Potential Cash Value
• Inflation Protection for Investment Dollars
• A Map to Guide Your Family
• Family Limited Partnerships for Estate Planning Purposes
• HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
• ETFs on the Rise
• An Affordable Insurance Solution
• Oil Prices and the Economy
• Equity REITs and Rising Rates
• Reward Workers and Fund Retirement with a Cash Balance Plan
• HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?
• Indexed Annuities: Potential Gain with Some Downside Protection
• New Tax Law Expands 529 Savings Plans
• Good News, Bad News for Boomer Retirement
• Making Sense of Bond Behavior
• Two Technology Trends to Help Power Growth
• HOT TOPIC — Wage Growth: Watching for a Tipping Point
• Is Smart Beta for You?
• Chained CPI and Your Taxes
• Beyond Medicare: What Are Your Options?
• New Tax Breaks for Pass-Through Entities
• HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform
• A New Look at Old Retirement Savings Guidelines
• Where There's a Will…
• The Cost of Caregiving
• A Steady Strategy
• Time to Hire? Consider the Pros and Costs
• HOT TOPIC — Trade Tactics: New Metal Tariffs Reflect Policy Shift
• Dividend Investing: Small Payments Can Boost Returns
• Pick Your Plastic: Debit or Credit?
• Income for the Long Run
• Monetary Policy Update
• Guard Against Growing Cybersecurity Threats
• HOT TOPIC — Correction Time: The Market Takes a Hit
• Four Financial Numbers You Should Know
• Phasing Out…or Practice Makes Perfect
• Do You Need an Umbrella?
• Going Public
• Preparing to Withstand the Loss of Key Players
• HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
• Options for Inherited IRAs
• How Long Should You Keep Financial Records?
• Why Hold Money Market Mutual Funds?
• Settling an Estate
• Disaster Insurance Can Help Your Company Stay Afloat
• HOT TOPIC — Tax Reform: How Will You Be Affected?
• International Investing: Opportunities Overseas?
• An Introduction to Trusts
• Keeping Savings on Track with a Spousal IRA
• Illinois Highlights Credit Risk
• No Shortage of Liability Risks
• Consider a Roth for Tax-Free Retirement Income
• Market Measures: Beyond the Dow
• How a Pension Could Affect Social Security Benefits
• Better Late Than Never
• Two Tax-Friendly Retirement Plans for the Self-Employed
• PPO or HDHP? Making Health Insurance Choices
• FAFSA in the Fall for Lower Stress
• Medicare Open Enrollment
• Required Minimum Distribution Rules
• Stacking Up Tax Breaks for Business Investments
• Birthday Opportunities
• New Life for Your Old Insurance Policy
• The State of State Pensions
• Bracing for Higher Rates
• Insuring a Home-Based Business

Videos

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Group Health
• Life Insurance
• Individual Health
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
• Charting
• Portfolios

Flipbooks