Solutions for Today, Tomorrow and Beyond
I hope your visit to my website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this site to help you gain a better understanding of the financial concepts behind investing, insurance, retirement, estate planning and wealth preservation.
Above all, I will continue to provide the level of personal service and attention that you have come to expect from me.
This site will help educate you about the basic concepts of financial management and let you learn more about my practice and the diversified services that I offer. I urge you to take advantage of this resource and to visit the site often for updated information.
Your referrals are always appreciated and I encourage you to direct those who might benefit from my services to this website.
Thank you.
Arthur
Newsletters
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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
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HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Calculators
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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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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.