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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.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A special needs trust helps care for a special needs child when you’re gone.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Have you explored all your options when it comes to managing your taxable income?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Even low inflation rates can pose a threat to investment returns.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.