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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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Saving for College 101
Here’s a crash course on saving for college.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Tips on insuring your teen driver.
Currency has been around for a long time. Here’s a quick history lesson.
Even if you’re young and single, you should still consider protecting yourself.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Healthy habits are one of the greatest gifts to give your child.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
Make your retirement as exciting as your next vacation.
Do you know how to set up your financial goals for success? This knight does.