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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 Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here’s a guide to explain all the parts of Medicare.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Simple steps may help you foil hackers and protect your privacy.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, cracking the code on bonds.
There are a few things to consider when buying or leasing your next vehicle.
Investors seeking world investments can choose between global and international funds. What's the difference?
When should you take your Social Security benefit?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.