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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, feel free to send us a note regarding any questions you may have about any particular investment concepts or products. We will get back to you quickly with a thoughtful answer.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
There are ways to improve your physical fitness without denting your fiscal fitness.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The uncertainties we face in retirement can erode our sense of confidence.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How do the markets usually react to elections? Was the 2016 election any different?
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.