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How much life insurance do I need?

What are my needs for burial and final expenses?

How much disability income insurance do I need?

What are the chances of becoming disabled?

What are my long-term care insurance needs?

How much will I earn in my lifetime?

How long will my current life insurance proceeds last?

Which is better, comprehensive plan or high-deductible plan with HSA?


 Should I lease or purchase an auto?


How much do I need for emergencies?

How long will my money last?

Debt and Credit


How long will it take to pay off my credit card(s)?

How long until my loan is paid off?

Do I have too much debt?

Should I consolidate my personal debt?


What is the impact of increasing my 401(k) contribution?


How much will I need to save for retirement?

Social security retirement income estimator

How does inflation impact my retirement income needs?

Compare a Roth 401(k) to a Traditional 401(K)


Compare taxable vs. tax-free investment return

Certificate of deposit (CD) analyzer

Certificate of deposit (CD) laddering strategy


How much should I be saving for college?

Advantages of a 529 College Savings Plan

When should I begin saving for childs college?

 Qualified Plans

I am self-employed, how much can I contribute to a retirement plan?


How much home can I afford?

Mortgage calculator

Should I rent or buy a home?

Which is better, fixed or adjustable-rate mortgage?






        Turning 65 soon??
Talk to one of our Health Insurance
specialists today about how to
prepare for Medicare.  Contact Us 

Title & Notary Services now offered
in two locations:
Clarion and Butler.

400 Main Street | Clarion, PA 16214 | Phone: (814) 226-5000 | Toll-Free: (800) 243-2625 | Fax: (814) 226-5731
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