Sitemap

Navigation

• Home
• Outside Involvement
• Resources
• Videos
• Articles
• Newsletters
• Tax Library
• Comments from Alex
• Contact Us

Videos

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

Newsletter

• 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

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