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Videos

• Do You Know Who Your Beneficiaries Are?
• The Pros and Cons of a Big Tax Refund
• 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
• Financial Planning: Helping You See the Big Picture
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Putting Together the Retirement Income Puzzle

Articles

• Risk Management
  Types of Health Coverage
  Insuring Your Future
  Term Life Insurance
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  How Can I Maximize My Insurance Benefits?
  Split-Dollar Life Insurance
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  Why Purchase Life Insurance?
  Last-Survivor Life Insurance
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• Cash Management
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  How Does Inflation Affect Me?
  What Are Some Tips for Managing My Money?
  How Long Will It Take to Double My Money?
• Investing
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  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?
• Estates & Trusts
  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
  What Key Estate Planning Tools Should I Know About?
• Retirement
  Planning Options
  Self-Employed Retirement Plans
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  Save Now or Save Later
  401(k) Plans
  Managing Retirement Plans
  Indexed Annuities
  Retirement Plan Distributions
  Future of Social Security
  Social Security Income

Resources

Tax Library