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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.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Learn more about women taking control of their finances with this infographic.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The federal government requires deceased individuals to file a final income tax return.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.
Have you explored all your options when it comes to managing your taxable income?
The decision whether to buy or rent a home may have long-term implications.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.