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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.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Here are five facts about Social Security that are important to keep in mind.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What’s the deal with your yearly free credit report?
It's important to understand how inflation is reported and how it can affect investments.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Try these activities to keep your brain sharp.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
Check out this video to begin separating fact from fiction.
Even low inflation rates can pose a threat to investment returns.
Learn how to harness the power of compound interest for your investments.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?