Welcome to our Website!
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. Our Web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation. Most important, we hope you see the value of our services to help you pursue your financial goals.
Under the Resources tab you will find a wealth of information in the Learning Center including: articles; newsletters; videos; flipbooks; tax library; and, calculators. We hope you will take advantage of these resources and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update the information, and wouldn’t want you to miss any developments in the area of personal finance.
Paul D. Mardoian, CFP®
Newsletters
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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Sticker Shock May Drive Consumers to Used Cars
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Car Affordability
How much can you afford to pay for a car?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.