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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.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Retirees traveling abroad need to know that their health insurance travels with them.
Don’t overlook the need for renter’s insurance if you rent your home.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Do you have an estate strategy? You should.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn when it may not make sense to file a claim on your home insurance.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Principles that can help create a portfolio designed to pursue investment goals.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There’s an alarming difference between perception and reality for current and future retirees.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.