
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 who we are and how we have helped clients reach their goals. 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.
Check the background of Ameritas Investment Corp. or any investment professional on FINRA's Broker Check
Newsletters
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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 72.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.