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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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Why have the markets been so volatile recently?
What does the Tax Reform and Jobs Act mean for you?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Simple steps may help you foil hackers and protect your privacy.
Building wealth requires protection from the forces of wealth destruction.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Learn how to harness the power of compound interest for your investments.
With alternative investments, it’s critical to sort through the complexity.
A special needs trust helps care for a special needs child when you’re gone.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.