Welcome to Financial Independence, 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.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Clue for Homeowners: Filing a Claim Could Cost You

According to a recent report, homeowners who filed just one insurance claim saw their premiums rise by an average of 9%.

Is College Around the Corner?

Personal financial decisions can affect the amount of aid a student might receive from the government and/or a college.

Tax Tips for Tying the Knot

Some tax issues and other financial considerations to keep in mind when making the transition to married life.

HOT TOPIC: Wild Ride: Understanding Market Volatility

Some reasons behind current market movements and why investors should refrain from emotional reactions.

More Newsletters →