Robert James Investments

06/01/2026

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

05/29/2026

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

Explore how compound interest can grow your money over time with this interactive tool.

05/27/2026

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.

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

05/25/2026

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.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

05/22/2026

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.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

05/20/2026

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.

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

05/18/2026

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

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

05/15/2026

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

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

05/13/2026

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

This article will help your clients with blended families think and prepare their estate strategy.

05/11/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.