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Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A few strategies that may help you prepare for the cost of higher education.
Tax preparation may be the perfect time to give the household budget a check-up.
It sounds simple, but paying yourself first can really pay off.
This worksheet can help you estimate the costs of a four-year college program.
Healthy habits are one of the greatest gifts to give your child.
What kind of auto insurance should you have? Do you know?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn how to harness the power of compound interest for your investments.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.