MML

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 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 importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

For a Complimentary Financial Newsletter on current economic times, contact us by filling out this form and we'll be in touch. 

 

We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and 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. <

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Car Affordability

How much can you afford to pay for a car?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Retirees Spark a Surge in Small-Business Sales

Three business valuation methods are discussed with suggestions to help owners prepare for the sale of their businesses

America’s Pension Problems

A closer look at how pensions operate and why it might not be wise to rely solely on a pension when assessing retirement income needs.

To Roth or Not to Roth: That’s the Conversion Question

Some of the pros and cons of converting a traditional IRA to a Roth IRA are discussed.

The Alternative Minimum Tax Trap

Strategies that could help some taxpayers minimize the potential effects of the AMT in certain situations.

More Newsletters →