Site Map
-
Home
-
Associates
-
Learning Center
-
Calculators
- Loan Payoff
- Mortgage Refinancing
- Credit Card Debt
- Estate Taxes
- Cost of Retirement
- Required Minimum Distributions
- Retirement Plan Early Distribution
- Retirement Portfolio Lifespan
- Tax-Deferred Savings
- College Funding
- Taxable Equivalent Yield
- Net Worth
- Long-Term Care Self Insurance
- LTCI Cost of Waiting
-
Flipbooks
- Understanding Social Security and Medicare: America’s Retirement Safety Net
- Investing Basics: Embark on Your Wealth-Building Journey
- Time to Get Tax-Savvy: Managing Your Tax Burden
- Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
- Wealth Preservation: Planning to Leave a Legacy
- Financial Protection: Using Insurance to Help Manage Life’s Risks
-
Newsletters
- HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
- A Financial Wellness Plan Can Help Pave the Road to Retirement
- Four Things Investors Should Know About Stock Splits
- All-in-One Funds: Targeting Time or Risk?
- Working While Receiving Social Security Benefits
- Your Business: Reasons to Keep Personal and Business Finances Separate
- HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
- Key Retirement and Tax Numbers for 2021
- Are Value Stocks Poised for a Comeback?
- Home Sweet Home Equity
- Asset Protection: Make Sure Your Umbrella Is Big Enough
- Is Your Home Office Also a Tax Shelter?
- HOT TOPIC: Pandemic Relief Measures and Your Tax Return
- Sequence Risk: Preparing to Retire in a Down Market
- Watch Out for These Financial Pitfalls in the New Year
- New Fed Policy Suggests Low Rates for the Long Term
- When You Can’t Speak for Yourself
- Big Data for Smaller Players
- HOT TOPIC: Revisiting the 4% Rule
- Five Tips to Regain Your Retirement Savings Focus in 2021
- Money Market Funds in a Low Rate Environment
- Prepare Your Finances for the Next Emergency
- Gift vs. Inheritance: Consider the Tax Difference
- Take Advantage of Deductions for Business Investments
- HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
- Should You Pay Off Student Loans Early or Save More for Retirement?
- Putting Your Nest Egg in Three Baskets
- Full House: Adult Children Coming Home
- Income Investors May Find Closed-End Funds on Sale
- Your Business: Could You Benefit from a Roth Conversion in 2020?
- Five Investment Tasks to Tackle by Year-End
- Three Questions to Consider During Open Enrollment
- Passive, Active, or Both?
- Your Estate: Have You Looked at These Legal Documents Lately?
- Four Steps to Rebuilding Your Business
- Return of Premium Life Insurance: Protection and Cash Back
- Accumulating Funds for Short-Term Goals
- Investing in UITs
- Business Cycle Basics: Recessions Begin and End Before We Know It
- Insurance to Help Protect Your Business from Lawsuits
- HOT TOPIC: The Bull Is Back... Will It Keep Charging?
- Could You Be Responsible for Your Parents’ Nursing Home Bills?
- Survivor Benefits Provide a Financial Lifeline
- Consider Market Caps for Diversification
- Student Loan Stress? These Plans Might Help
- Why Family Businesses Should Have Succession Plans
- HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
- Debit or Credit? Pick a Card
- Consider a Roth Conversion for Tax-Free Income
- Turbulent Times: Bear Markets Come and Go
- Indexed Annuities: A Strategy to Turn Savings into Retirement Income
- Crisis Relief: Financial Lifelines for Affected Workers
- Mid-Year Is a Great Time to Fine-Tune Your Finances
- Four Questions on the Roth Five-Year Rule
- Playing Defense: Three Stock Strategies to Help Control Risk
- The Beige Book: A Timely Economic Read
- Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
- HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
- Managing Your Workplace Retirement Plan
- Will vs. Trust: Know the Difference
- Why You Might Need Disability Income Insurance
- Do ETFs Belong in Your Portfolio?
- SECURE Act Changes That Matter to Small Employers
- Keeping Cool: Investment Strategy vs. Reaction
- Social Security May Offer a Lifetime of Protection
- The Cost of Family Caregiving
- Three Life Insurance Strategies for Small Businesses
- Telemedicine: The Virtual Doctor Will See You Now
-
Research Articles
- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
- What Are the Pitfalls of Probate?
- How Can My Gift Benefit Me and the Charity?
- How Can I Control the Distribution of My Estate?
- How Will I Pay Estate Taxes?
- Can I Benefit from an A-B Trust?
- What Gifting Strategies Are Available to Me?
- How Can I Benefit from a Charitable Lead Trust?
- How Can I Benefit from a Charitable Remainder Trust?
- How Can I Benefit from a Wealth Replacement Trust?
- Could My Family Benefit from a Family Limited Partnership?
- What Is the Best Form of Property Ownership for Me?
- History of the Federal Estate Tax
- What Is a SIMPLE?
- What Is an IRA Rollover?
- What Is a Roth 401(k)?
- What Is a Profit-Sharing Plan?
- What Is a Money Purchase Pension Plan?
- What Is a 403(b) Plan?
- Why Do People Buy Annuities?
- What Is a Split-Annuity Strategy?
- What Are Annuity Living Benefits?
- How Much Do I Need to Save?
- A New Chapter for Retirement
- What Is a 1035 Exchange?
- Unforgettable Birthdays
- Don’t Bank Your Retirement on Your Business
- What Are My Retirement Planning Options?
- Will Social Security Retire Before You Do?
- Social Security Income
- What Is a Self-Employed Retirement Plan?
- What Is an Indexed Annuity?
- Retirement Plan Distributions
- What Is a Traditional IRA?
- What Is a 401(k) Plan?
- How Should I Manage My Retirement Plan?
- Save Now or Save Later?
- What Is a Roth IRA?
- What Is the Capital Gain Tax?
- What Is the Estate Tax?
- What Is the Gift Tax?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- What Is a Required Minimum Distribution?
- What Are the Tax Benefits of Charitable Trusts?
- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- What Is Tax Deferral?
- How Can I Benefit from Tax-Advantaged Investments?
- What Tax Deductions Are Still Available to Me?
- What Tax-Advantaged Alternatives Do I Have?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- Is There Such a Thing as a Tax-Free Investment?
- How Can I Keep More of My Mutual Fund Profits?
- How Can I Upgrade My Insurance — Tax-Free?
- What Are Dividends?
- What Is an Exchange-Traded Fund?
- Growth Stocks vs. Value Stocks
- How Are Mutual Funds Taxed?
- What Is Stock?
- What Are Zero-Coupon Bonds?
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Bond?
- What Do Bond Ratings Mean?
- What Is a Stock Index?
- How Do Mutual Funds and Stocks Differ?
- What Is a Mutual Fund?
- What Is a Closed-End Fund?
- What Is a Mutual Fund Load?
- What Is an Annuity?
- What Is the Difference Between a Fixed Annuity and a Variable Annuity?
- What Investment Risks Should I Know About?
- What Are the Different Classes of Assets?
- What Is Asset Allocation?
- How Can I Save for My Child’s College Education?
- What College Investment Options Do I Have?
- What Stock and Bond Investing Alternatives Do I Have?
- What Is Dollar-Cost Averaging?
- 529 Lesson Plan: High Scores for 529 Plans
- What Are Some Tips for Managing My Money?
- How Long Will It Take to Double My Money?
- What Cash Management Tools Are Available?
- How Do Money Market Mutual Funds Work?
- How Can I Better Manage My Short-Term Cash?
- What Advantages Does a Biweekly Mortgage Offer?
- What Is a Reverse Mortgage?
- What Are Some Smart Ways to Refinance?
- What About Financial Aid for College?
- What Savings Alternatives Are Available?
- How Does Inflation Affect Me?
- Is a Home Equity Loan or Line of Credit Right for Me?
- Why Purchase Life Insurance?
- Why Are Annuities Considered an Insurance Product?
- Life Insurance for Business Owners
- What Is Split-Dollar Life Insurance?
- What Is Last-Survivor Life Insurance?
- Disability Income Insurance for Business Owners
- Am I Prepared for Long-Term Care Expenses?
-
Videos
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
- The Basics of Social Security Retirement Benefits
- Financial Planning: Helping You See the Big Picture
- Stocks and Stock Mutual Funds 101
- Bonds and Bond Mutual Funds 101
- The Pros and Cons of a Big Tax Refund
- The Retirement Income Factor
- What Is Investment Risk?
- Do You Know Who Your Beneficiaries Are?
- The Value of a Bond
- What Would Happen to Your Estate?
- What Is An Annuity?
-
Glossary
-
Flipbooks