Sensible Investing and Insurance
Welcome to our website. We are delighted that you have "checked us out".
Our intent is to provide you with the latest in newsletter articles, calculators, and research reports that may interest you and assist you in making sound financial decisions. We hope your visit will help you understand the opportunity and potential rewards that are available when you take a proactive approach to your personal financial situation. We also offer EZ access to your consolidated "Personal Account" information.
Please take the time and review what we have to offer, and allow us the opportunity to answer any questions that you may have.
Thank You,
Matthew O. Davis, AIF®
Newsletters
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Five Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.