Russell E Ingledew, Personal Financial Specialist

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

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. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

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