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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 market is as unpredictable as the weather. We’d love to help you prepare.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This worksheet can help you estimate the costs of a four-year college program.
Understanding the economy's cycles can help put current business conditions in better perspective.
It may help your business be better prepared in the event of the death of a principal or key employee.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding how capital gains are taxed may help you refine your investment strategies.
Apps that help small business owners better manage and grow their business.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.