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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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Earnings season can move markets. What is it and why is it important?
Five creative (and inexpensive) ideas for motivating your employees.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Smart investors take the time to separate emotion from fact.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What does your home really cost?