Sitemap

Navigation

• Home
• About Us
• Outside Involvement
• Resources
• Videos
• Articles
• Newsletters
• Tax Library
• Comments from Alex
• Services
• Client Login

Videos

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

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
• June
  Investing in Your Values
  Do You Need Disability Insurance
  Student Loans Meet Retirement
  Indexed Annuities
  The Pros and Cons of Financing Options
  HOT TOPIC — Full Employment: What Happens Now?

Articles

• Estates & Trusts
  Paying Estate Taxes
  Avoiding Probate
  Controlling the Distribution
  Charitable Giving
  What Key Estate Planning Tools Should I Know About?
  History of the Federal Estate Tax
  Charitable Remainder Trusts
  Property Ownership
  Wealth Replacement Trusts
  Family Limited Partnerships
  Benefits of A-B Trusts
  Gifting Strategies
  Charitable Lead Trusts
  Living Trusts
• 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
  How Does Inflation Affect Me?
  What Are Some Tips for Managing My Money?
• Investing
  Bonds
  Asset Classes
  529 Plans
  College Investment Options
  Dollar-Cost Averaging
  Asset Allocation
  Bond Ratings
  Stock Indexes
  Types of Bonds
  What Investment Risks Should I Know About?
• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  Tax-Advantaged Alternatives
  Tax-Free Investments
  What Is Tax Deferral?
• 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

Tax Library