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Newsletter

• March
  Tax Breaks for College Costs
  Chasing Performance vs. Diversification
  Tax Tips on Capital Gains
  LLCs: Hybrid Structure May Offer Best of Both Worlds
• January
  ABLE Accounts for Disability Expenses
  Some Small Companies Facing Tariff Troubles
  Consider a Customized Disability Policy

Articles

• Risk Management
  Assessing Disability Income Insurance
  Term Life Insurance
  What Is Whole Life Insurance?
  What Is Universal Life Insurance?
  Split-Dollar Life Insurance
  Life Insurance for Business Owners
  Business Owner Policies
  HMOs and PPOs
  Property and Casualty Insurance
  Disability Income Insurance for Business Owners
  Protecting Your Home
  Insurance Claims
  Why Purchase Life Insurance?
  Last-Survivor Life Insurance
  Long-Term Care Costs
  Additional Liability Coverage
  Evaluating Insurance Companies
  Types of Health Coverage
  How Can I Maximize My Insurance Benefits?
• Cash Management
  How Long Will It Take to Double My Money?
  College Financial Aid
  What Cash Management Tools Are Available?
  How Does Inflation Affect Me?
  What Are Some Tips for Managing My Money?
• Investing
  Bonds
  Asset Classes
  529 Plans
  Asset Allocation
  College Investment Options
  Dollar-Cost Averaging
  Bond Ratings
  Stock Indexes
  Types of Bonds
  What Investment Risks Should I Know About?
  What Is a Bond Ladder?
• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  Tax-Advantaged Alternatives
  Tax-Free Investments
  What Is Tax Deferral?
• Estates & Trusts
  Paying Estate Taxes
  History of the Federal Estate Tax
  Avoiding Probate
  Charitable Remainder Trusts
  Property Ownership
  Wealth Replacement Trusts
  Family Limited Partnerships
  Charitable Lead Trusts
  Benefits of A-B Trusts
  Gifting Strategies
  Controlling the Distribution
  Charitable Giving
  Living Trusts
  What Key Estate Planning Tools Should I Know About?
• Retirement
  Self-Employed Retirement Plans
  Traditional IRAs
  Roth IRAs
  Save Now or Save Later
  401(k) Plans
  Indexed Annuities
  Future of Social Security
  Managing Retirement Plans
  Social Security Income

Videos

• Do You Know Who Your Beneficiaries Are?
• The Pros and Cons of a Big Tax Refund
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Stocks and Stock Mutual Funds 101
• The Latte Habit
• 3 Potential Benefits of Dollar-Cost Averaging
• Bonds and Bond Mutual Funds 101
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Four Money Mistakes You Might Be Making
• Putting Together the Retirement Income Puzzle

Resources