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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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What's your vision of retirement?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Key questions to answer when you are considering retirement.
Gaining a better understanding of municipal bonds makes more sense than ever.
Learn more about women taking control of their finances with this infographic.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
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.
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.