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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.
This calculator shows how inflation over the years has impacted purchasing power.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
An increasing number have been developed to help individuals with their personal finances.
Here are five facts about Social Security that are important to keep in mind.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Learn about the risks of not having health insurance in this informative article.
Try these activities to keep your brain sharp.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
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.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Taking your Social Security benefits at the right time may help maximize your benefit.
Doing your research is key before buying a vacation home.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Check out this video to begin separating fact from fiction.
When markets shift, experienced investors stick to their strategy.