Welcome to the Investments and Insurance Group, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports. We are a group of independent, objective, financial advisors and firms who combine our skills and expertise to best serve our client's financial objectives and needs.
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 importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.