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Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
When you’re married and have children, insurance needs will be different.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When to start? Should I continue to work? How can I maximize my benefit?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.