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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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A change in your mindset during retirement may drive changes to your portfolio.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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’s an alarming difference between perception and reality for current and future retirees.
When should you take your Social Security benefit?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.