Tax Planning, Investments, Insurance & Financial Services
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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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
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.
Investors who put off important investment decisions may face potential consequence to their future financial security.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Even low inflation rates can pose a threat to investment returns.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
When should you take your Social Security benefit?
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.