University Financial Group

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. University Financial Group 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 importantly, 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 planning, to help you learn more about who we are, and to give you fast, easy access to market performance and 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.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Protection for a Rainy Day

For a reasonable price, umbrella liability insurance policies can help close the gap between your auto and homeowners insurance policies and a potentially devastating liability claim.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

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