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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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The federal government requires deceased individuals to file a final income tax return.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Lifestyle considerations in creating your retirement portfolio.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.