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 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 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.
*Securities offered through registered representative offering Securities through American Portfolios Financial Services, Inc. Member: FINRA, SIPC. Investment Advisory Representative of American Portfolio Advisors Inc. (APAI), 4250 Veterans Memorial Highway, Suite 420E, Holbrook, NY 11741. (631) 439-4600. Investment Advisory products/services are offered through APAI, an SEC Registered Investment Advisor. Wealth Advisory Ltd. Is not affiliated with APFS and APA.
Newsletters
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.