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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...
9 Facts About Social Security
There are things about Social Security that might surprise you.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
A look inside the U.S. government's statistics on household net worth.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are a few things to consider when buying or leasing your next vehicle.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It's easy to let investments accumulate like old receipts in a junk drawer.