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Videos

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

Articles

• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  What Is Tax Deferral?
  Is There Such a Thing as a Tax-Free Investment?
• Cash Management
  What Cash Management Tools Are Available?
  What About Financial Aid for College?
  How Does Inflation Affect Me?
  How Long Will It Take to Double My Money?
• Investing
  What Is a Bond?
  What Are the Different Classes of Assets?
  Asset Allocation
  What Investment Risks Should I Know About?
  What Is a Bond Ladder?
  What Is a Stock Index?
  What Types of Bonds Are Available?
  What Do Bond Ratings Mean?
  What College Investment Options Do I Have?
  What Is Dollar-Cost Averaging?
  529 Lesson Plan: High Scores for 529 Plans
• Retirement
  What Is a Roth IRA?
  What Is a Self-Employed Retirement Plan?
  What Is a Traditional IRA?
  Save Now or Save Later?
  How Can I Estimate My Future Social Security Benefits?
• Estates & Trusts
  What Are the Pitfalls of Probate?
  Living Trusts
  What Key Estate Planning Tools Should I Know About?
  Could My Family Benefit from a Family Limited Partnership?
  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 Will I Pay Estate Taxes?
  What Is the History of the Federal Estate Tax?
  Can I Benefit from an A-B Trust?

Resources

Tax Library