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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.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Retirees traveling abroad need to know that their health insurance travels with them.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Understanding the cycle of investing may help you avoid easy pitfalls.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.