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Newsletter

• January
  ABLE Accounts for Disability Expenses
  HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
  Some Small Companies Facing Tariff Troubles
  Consider a Customized Disability Policy
  Are Your Designated Heirs Up-to-Date?
  Technology Trend: How Blockchain Could Impact the Future

Articles

• Risk Management
  Assessing Disability Income Insurance
  Medicare Coverage
  Insurance Claims
  Split-Dollar Life Insurance
  Life Insurance for Business Owners
  Business Owner Policies
  Property and Casualty Insurance
  Disability Income Insurance for Business Owners
  Why Purchase Life Insurance?
  Last-Survivor Life Insurance
  Long-Term Care Costs
• Cash Management
  College Financial Aid
  How Does Inflation Affect Me?
  What Are Some Tips for Managing My Money?
• Investing
  Bonds
  Asset Classes
  529 Plans
  College Investment Options
  Dollar-Cost Averaging
  Asset Allocation
  Bond Ratings
  Stock Indexes
  Types of Bonds
  What Investment Risks Should I Know About?
• Tax Planning
  Tax Strategies for Retirement Plans
  Tax-Free Investments
  Tax Deductions
  Tax-Advantaged Alternatives
  What Is Tax Deferral?
• Estates & Trusts
  Paying Estate Taxes
  History of the Federal Estate Tax
  Avoiding Probate
  Charitable Remainder Trusts
  Property Ownership
  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
  Traditional IRAs
  Roth IRAs
  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

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
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Putting Together the Retirement Income Puzzle