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: Help Wanted: Why Can’t Businesses Find Enough Workers?
This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
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Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
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Flood Insurance: Be Prepared for Rising Waters and Changing Rates
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
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Going Public: How Are Direct Listings Different from IPOs?
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?