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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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.