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Our site is filled with educational videos, articles, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products.
Helpful Content
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.