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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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
How Income Taxes Work
A quick look at how federal income taxes work.
When considering life insurance, it's important to understand your options.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Military families face unique challenges, making personal finance even more critical.
Here’s a guide to explain all the parts of Medicare.
Tips to avoid checking in luggage on your next vacation.
What’s the deal with your yearly free credit report?
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
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.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates can pose a threat to investment returns.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Taking your Social Security benefits at the right time may help maximize your benefit.
Are Real Estate Investment Trusts right for your portfolio?