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Articles

• Risk Management
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  Types of Health Coverage
  Insuring Your Future
  Why Purchase Life Insurance?
  Split-Dollar Life Insurance
  Life Insurance for Business Owners
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  Assessing Disability Income Insurance
  HMOs and PPOs
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  Last-Survivor Life Insurance
  Auto Insurance
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  Protecting Your Home
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  How Can I Maximize My Insurance Benefits?
• Investing
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• Tax Planning
  Tax Strategies for Retirement Plans
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  What Is Tax Deferral?
• Estates & Trusts
  Avoiding Probate
  Gifting Strategies
  What Key Estate Planning Tools Should I Know About?
  Paying Estate Taxes
  History of the Federal Estate Tax
  Charitable Remainder Trusts
  Property Ownership
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  Charitable Lead Trusts
  Controlling the Distribution
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• Retirement
  Planning Options
  Save Now or Save Later
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  Managing Retirement Plans
  Indexed Annuities
• Cash Management
  College Financial Aid
  What Cash Management Tools Are Available?
  How Does Inflation Affect Me?
  What Are Some Tips for Managing My Money?
  How Long Will It Take to Double My Money?

Tax Library

Videos

• The Basics of Social Security Retirement Benefits
• 3 Potential Benefits of Dollar-Cost Averaging
• Putting Together the Retirement Income Puzzle
• The Latte Habit
• Financial Planning: Helping You See the Big Picture
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Do You Know Who Your Beneficiaries Are?
• The Pros and Cons of a Big Tax Refund
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101