You are invited to learn more about a variety of financial planning topics. Through this interactive section, learn from videos and presentations at your fingertips. Be sure to send me any questions that you may have.
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Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.