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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 Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Reasons to retain your coverage into your retirement years.
Marriage changes everything, including your insurance needs.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.
What if instead of buying that vacation home, you invested the money?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.