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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.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A look inside the U.S. government's statistics on household net worth.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are ways to improve your physical fitness without denting your fiscal fitness.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How do the markets usually react to elections? Was the 2016 election any different?