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Videos

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

Articles

• Risk Management
  Assessing Disability Income Insurance
  HMOs and PPOs
  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
  Types of Health Coverage
  Insuring Your Future
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  Protecting Your Home
  Why Purchase Life Insurance?
  How Can I Maximize My Insurance Benefits?
  Last-Survivor Life Insurance
  Long-Term Care Costs
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  Additional Liability Coverage
  Evaluating Insurance Companies
• Cash Management
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  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?
• Investing
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  What Investment Risks Should I Know About?
• Tax Planning
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  Tax-Free Investments
  What Is Tax Deferral?
• Retirement
  Planning Options
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  Save Now or Save Later
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  Indexed Annuities
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• Estates & Trusts
  Paying Estate Taxes
  History of the Federal Estate Tax
  Avoiding Probate
  Charitable Remainder Trusts
  Property Ownership
  Wealth Replacement Trusts
  Family Limited Partnerships
  Benefits of A-B Trusts
  Gifting Strategies
  Charitable Lead Trusts
  Controlling the Distribution
  Charitable Giving
  What Key Estate Planning Tools Should I Know About?
  Living Trusts

Tax Library

Resources