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PO BOX 6009
Charlottesville, VA 22906

Phone:

434.296.1122

Fax:

972-380-0097

E-mail:

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Neil H. Resnik, LUTCF

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 employee benefits situation. We have created this Web site to help you gain a better understanding of the financial concepts behind employee benefits, insurance, investing and retirement. Most important, we hope you see the value of working with skilled professionals to pursue employee benefits worthy of an "employer of choice".

We're here to help educate you about the basic concepts of benefit management; to help you learn more about who we are; and to give you fast, easy access to market 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 employee benefits.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Explains that landlord policies don't cover tenants' personal property.

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Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Determine whether you should consider refinancing your mortgage.

This calculator can help you determine how soon you can pay off your mortgage.

Will you be able to afford nursing home care?

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck