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investment-resources

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Introducing Others to the Kirkpatrick Investment Group

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Planning for Retirement

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July
Offering Life Insurance as an Employee Benefit

HOT TOPIC: Volatility Puts Tech Sector in the Spotlight

When a Saver Marries a Spender, Every Penny Counts

Surprise! It’s Retirement Time

Interested in Interest Rates?

Anticipating Inflation?
March
Tax Breaks for College Costs

What Is the Roth IRA Five-Year Rule?

Chasing Performance vs. Diversification

Tax Tips on Capital Gains

LLCs: Hybrid Structure May Offer Best of Both Worlds

HOT TOPIC: Automating the American Workforce
January
International Investing: Opportunities Overseas?

An Introduction to Trusts

Keeping Savings on Track with a Spousal IRA

Illinois Highlights Credit Risk

No Shortage of Liability Risks

HOT TOPIC — Tax Reform: How Will You Be Affected?
February
Options for Inherited IRAs

How Long Should You Keep Financial Records?

Why Hold Money Market Mutual Funds?

Settling an Estate

Disaster Insurance Can Help Your Company Stay Afloat

HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
April
Are UITs for You?

Is It Wise to Trade Your Pension for a Lump Sum?

Factor-Based Investing

Real Estate Markets on the Mend

Cash Balance Plans Can Help Supercharge Retirement Savings
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
June
Investing in Your Values

Do You Need Disability Insurance

Student Loans Meet Retirement

Indexed Annuities

The Pros and Cons of Financing Options

HOT TOPIC — Full Employment: What Happens Now?

Calculators