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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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Doubling Your Money
This calculator demonstrates the power of compound interest.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Rightsizing for Retirement
What does your home really cost?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.