Financial Planning
When it comes to financial goals, most people know where they want to be, but aren't sure how to get there.
LEARN HOW WE CAN HELPBusiness Planning
Reward, Retain and Retire key employees. Have a plan for your business to be around for future generations
Contact us for more informationEmployee Benefits
Learn how we can help businesses compare and evaluate their employee benefit programs
BENEFIT ADMIN MADE SIMPLENewsletters
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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,827.64 | +0.21% |
| Dow Jones Transportation | 10,652.12 | +1.36% |
| Nasdaq 100 | 7,940.33 | +0.91% |
| NYSE Composite | 13,088.61 | +0.63% |
| AMEX Composite | 2,459.81 | +0.80% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.