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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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, cracking the code on bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What is your plan for health care during retirement?
Understanding the cycle of investing may help you avoid easy pitfalls.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate