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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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When considering life insurance, it's important to understand your options.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Gaining a better understanding of municipal bonds makes more sense than ever.
Learn when it may not make sense to file a claim on your home insurance.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?
Peer-to-peer payment apps are one of the newest ways to send money.