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Videos

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Calculators

You can review interesting calculators on my site.

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Contact Us

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Newsletters

  • Taking Control of Your Retirement Savings

    Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.

  • Balancing Stocks and Bonds in One Fund

    Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.

  • IRA Strategies: After-Tax Money and the Pro-Rata Rule

    The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.

  • Sectors: Overweight, Underweight, or Just Right?

    Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.

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Calculators

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck