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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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Tips to avoid checking in luggage on your next vacation.
Learn when it may not make sense to file a claim on your home insurance.
Second marriages are a trigger event to revisit any existing estate strategies.
What’s the deal with your yearly free credit report?
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?