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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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding the economy's cycles can help put current business conditions in better perspective.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?