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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Simple steps may help you foil hackers and protect your privacy.
Beware of these traps that could upend your retirement.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding the value of a home warranty.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Women must be ready to spend, on average, more years in retirement than men.
How will you weather the ups and downs of the business cycle?
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know these three personal finance sayings?