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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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
U.S. Personal Savings Rate
What can be learned from the savings rate?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
For some, the social impact of investing is just as important as the return, perhaps more important.
In the face of divorce, making changes to insurance coverage may be overlooked.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here’s a guide to explain all the parts of Medicare.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations? Here are three tips.