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Your Financial Future
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, 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 Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Five phases to changing unhealthy behaviors.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There are common mistakes you can avoid when saving for retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.