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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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The federal government requires deceased individuals to file a final income tax return.
Life insurance proceeds are generally tax-free. But not in all cases.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a few things to consider when buying or leasing your next vehicle.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?
Are Real Estate Investment Trusts right for your portfolio?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.