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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.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here are 5 reason why you may consider working through retirement.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A windfall from a loved one can be both rewarding and complicated.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn about the average American budget in this fun and interactive piece.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?