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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 Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Term insurance is the simplest form of life insurance. Here's how it works.
Don’t overlook the need for renter’s insurance if you rent your home.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When you’re married and have children, insurance needs will be different.
What does the Tax Reform and Jobs Act mean for you?
However exciting retiring abroad may sound, it deserves considerable planning.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.