Overwhelmed? We can help
Welcome to our Web site. My name is Evelyn Opany and I am so excited to create a tool for you 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, 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.
Newsletters
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HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
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Small Businesses Are Short-Staffed and Overwhelmed
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Car Affordability
How much can you afford to pay for a car?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.