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Videos

• Do You Know Who Your Beneficiaries Are?
• The Pros and Cons of a Big Tax Refund
• Financial Planning: Helping You See the Big Picture
• 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
• The Value of a Bond
• What Is An Annuity?
• 3 Potential Benefits of Dollar-Cost Averaging
• Bonds and Bond Mutual Funds 101
• Are Your Investment Decisions Influenced by Emotions?
• Should You Consider a Health Savings Account?
• 6 Reasons to Work with a Financial Professional

Newsletter

• March
  Tax Breaks for College Costs
  What Is the Roth IRA Five-Year Rule?
  Chasing Performance vs. Diversification
  Tax Tips on Capital Gains
  LLCs: Hybrid Structure May Offer Best of Both Worlds
  HOT TOPIC: Automating the American Workforce
• January
  International Investing: Opportunities Overseas?
  An Introduction to Trusts
  Keeping Savings on Track with a Spousal IRA
  Illinois Highlights Credit Risk
  No Shortage of Liability Risks
  HOT TOPIC — Tax Reform: How Will You Be Affected?
• February
  Options for Inherited IRAs
  How Long Should You Keep Financial Records?
  Why Hold Money Market Mutual Funds?
  Settling an Estate
  Disaster Insurance Can Help Your Company Stay Afloat
  HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
• April
  Are UITs for You?
  Is It Wise to Trade Your Pension for a Lump Sum?
  Factor-Based Investing
  Real Estate Markets on the Mend
  Cash Balance Plans Can Help Supercharge Retirement Savings
• May
  Mutual Benefits: Funds to Pursue Your Goals
  The State of Social Security
  Use Sense with Student Loans
  Advance Medical and Legal Directives
  Consider Taxation When Setting Compensation
  HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch

Articles

• Risk Management
  Assessing Disability Income Insurance
  HMOs and PPOs
  Medicare Coverage
  Business Owner Policies
  Long-Term Care Costs
  Additional Liability Coverage
  Evaluating Insurance Companies
  Types of Health Coverage
  Insuring Your Future
• Cash Management
  College Financial Aid
  Effects of Inflation
  Cash Management Basics
• Investing
  Bonds
  Asset Classes
  529 Plans
  College Investment Options
  Dollar-Cost Averaging
  Asset Allocation
  Investment Risks
  Bond Ratings
  Stock Indexes
  Types of Bonds
• Tax Planning
  Tax Strategies for Retirement Plans
  Tax-Free Investments
  Tax-Advantaged Alternatives
  Tax Deferral
  Tax Deductions
• Retirement
  Planning Options
  Self-Employed Retirement Plans
  Traditional IRAs
  Roth IRAs
  Save Now or Save Later
  401(k) Plans
  Managing Retirement Plans
  Indexed Annuities
  Retirement Plan Distributions
  Future of Social Security
  Social Security Income
• Estates & Trusts
  Avoiding Probate
  Paying Estate Taxes
  Charitable Remainder Trusts
  Property Ownership
  History of the Federal Estate Tax
  Wealth Replacement Trusts
  Family Limited Partnerships
  Benefits of A-B Trusts
  Gifting Strategies
  Charitable Lead Trusts
  Controlling the Distribution
  Charitable Giving
  Estate Planning
  Living Trusts

Tax Library