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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 Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Retirees traveling abroad need to know that their health insurance travels with them.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here's a breakdown of how the federal government spends your tax money.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a crash course on saving for college.