Robert James Investments

Valuation is important for business succession, estate taxes and even qualifying for a loan.

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Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

How Compound Interest Works Explore how compound interest can grow your money over time with this interactive tool.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

Bi-Weekly Mortgage Payments See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

The Power of Interest - How Long Will it take My Money to Double? Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Debt-to-Income Ratio Calculator Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Wedding Budget Calculator Estimate total wedding costs and see how different choices affect your overall budget.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Countering Counterfeit Currency Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Terrible or wonderful; Could a variable annuity be right for you?

Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.

Here are eight mistakes to avoid when.

Eight Mistakes That Can Upend Your Retirement There are common mistakes you can avoid when saving for retirement.