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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.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Military families face unique challenges, making personal finance even more critical.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding the value of a home warranty.
Beware of these traps that could upend your retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.