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I love what I do. I get to teach everyday and help solve problems that really confound many people. I got my start in the financial services industry working as a personal banker with a regional bank in Defiance, Ohio. Within a few...
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When considering life insurance, it's important to understand your options.
Here's a breakdown of how the federal government spends your tax money.
Read this overview to learn how financial advisors are compensated.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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 better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What is your plan for health care during retirement?