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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 Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This checklist can give you a quick snapshot of how prepared you are.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The true cost of raising a child may be far more than you expect.
There are things about Social Security that might surprise you.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Peer-to-peer payment apps are one of the newest ways to send money.