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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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here are 5 reason why you may consider working through retirement.
Even low inflation rates over an extended period of time can impact your finances in retirement.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The federal government requires deceased individuals to file a final income tax return.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a crash course on saving for college.
How do the markets usually react to elections? Was the 2016 election any different?