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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.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
It’s an exciting time for American investors. Recent years have seen a boom in Americans investing in the stock market, with Goldman Sachs estimating U.S. households will spend $400 billion on equities in 2021, averaging an eyebrow-raising 44% allocation of their total assets to stocks. Between new technologies (like mobile trading apps) lowering the bar to entry and “meme stock” trends raising awareness, it’s no wonder so many people are waking up to the power and potential of investing.
Learn how your personality influences your financial views.
The true cost of raising a child may be far more than you expect.
What's your vision of retirement?
While you’re exploring the new opportunities the next phase in your life offers, these shocking facts add a healthy dose of reality to your retirement planning.
Even if you didn’t grow up on a farm, you’ve heard, “Don’t put all your eggs in one basket.”
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
For women, retirement strategy is a long race. It’s helpful to know the route.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
When markets shift, experienced investors stick to their strategy.
Doing your research is key before buying a vacation home.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.