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Articles

• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  What Is Tax Deferral?
  Is There Such a Thing as a Tax-Free Investment?
  What Tax-Advantaged Alternatives Are Available?
• Risk Management
  How Can I Protect My Home?
  Why Purchase Life Insurance?
  What Is Property and Casualty Insurance?
  What Is Split-Dollar Life Insurance?
  What Is Variable Life Insurance?
  How Can I Insure My Future?
  Do I Need a Business Owner Policy?
  What Is Whole Life Insurance?
  What Is Universal Life Insurance?
  What Is Disability Income Insurance for Business Owners?
  What Is Life Insurance for Business Owners?
  What Is Term Life Insurance?
  What Is Last-Survivor Life Insurance?
  How Can I Extend My Liability Coverage?
  What Is the Difference Between an HMO and a PPO?
  How Can I Determine the Financial Strength of My Insurance Company?
  Am I Prepared for Long-Term Care Expenses?
  How Can I Maximize My Insurance Benefits?
  What Are the Main Types of Auto Insurance?
  What Types of Health Coverage Are Available?
  Do I Need Disability Income Insurance?
  What Does Medicare Cover?
  How Do I Make a Property Insurance Claim?
• Investing
  What Are the Different Classes of Assets?
  529 Lesson Plan: High Scores for 529 Plans
  Asset Allocation
  What Investment Risks Should I Know About?
  What Is a Stock Index?
  What Types of Bonds Are Available?
  What Is a Bond?
  What Do Bond Ratings Mean?
  What College Investment Options Do I Have?
  What Is Dollar-Cost Averaging?
• Estates & Trusts
  Could My Family Benefit from a Family Limited Partnership?
  What Gifting Strategies Are Available to Me?
  What Are the Pitfalls of Probate?
  How Can I Benefit from a Charitable Lead Trust?
  How Can I Benefit from a Charitable Remainder Trust?
  How Can I Benefit from a Wealth Replacement Trust?
  What Is the Best Form of Property Ownership for Me?
  How Can I Control the Distribution of My Estate?
  How Will I Pay Estate Taxes?
  What Is the History of the Federal Estate Tax?
  Can I Benefit from an A-B Trust?
  Living Trusts
  What Key Estate Planning Tools Should I Know About?
  How Can My Gift Benefit Me and the Charity?
• Retirement
  What Is a Roth IRA?
  What Are My Retirement Planning Options?
  What Is a Self-Employed Retirement Plan?
  What Is a Traditional IRA?
  Retirement Plan Distributions
  Will Social Security Retire Before You Do?
  How Should I Manage My Retirement Plan?
  Save Now or Save Later?
  What Is an Indexed Annuity?
  What Is a 401(k) Plan?
  How Can I Estimate My Future Social Security Benefits?
• Cash Management
  How Does Inflation Affect Me?
  What Are Some Tips for Managing My Money?
  What About Financial Aid for College?

Resources

Tax Library

Videos

• Do You Know Who Your Beneficiaries Are?