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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

Newsletter

• March
  Tax Breaks for College Costs
  What Is the Roth IRA Five-Year Rule?
  HOT TOPIC: Automating the American Workforce
• January
  International Investing: Opportunities Overseas?
  An Introduction to Trusts
  No Shortage of Liability Risks
  HOT TOPIC — Tax Reform: How Will You Be Affected?
• February
  How Long Should You Keep Financial Records?
  Why Hold Money Market Mutual Funds?
• April
  Are UITs for You?
  Is It Wise to Trade Your Pension for a Lump Sum?
• May
  Mutual Benefits: Funds to Pursue Your Goals
  The State of Social Security
• June
  Do You Need Disability Insurance
  Student Loans Meet Retirement

Resources

Tax Library

Articles

• Risk Management
  Split-Dollar Life Insurance
  Life Insurance for Business Owners
  Business Owner Policies
  Assessing Disability Income Insurance
  HMOs and PPOs
  Disability Income Insurance for Business Owners
  Last-Survivor Life Insurance
  Long-Term Care Costs
  Auto Insurance
  Additional Liability Coverage
  Evaluating Insurance Companies
  Types of Health Coverage
  Protecting Your Home
  Insurance Claims
  How Can I Maximize My Insurance Benefits?
  Medicare Coverage
  Property and Casualty Insurance
  Insuring Your Future
  Term Life Insurance
  Whole Life Insurance
  Universal Life Insurance
  Variable Life Insurance
  Why Purchase Life Insurance?
• Cash Management
  College Financial Aid
  How Does Inflation Affect Me?
  What Are Some Tips for Managing My Money?
  How Long Will It Take to Double My Money?
  What Cash Management Tools Are Available?
• Investing
  Bonds
  Asset Classes
  529 Plans
  Dollar-Cost Averaging
  Asset Allocation
  Bond Ratings
  Types of Bonds
  What Investment Risks Should I Know About?
  College Investment Options
  Stock Indexes
  What Is a Bond Ladder?
• Tax Planning
  Tax Strategies for Retirement Plans
  Tax-Advantaged Alternatives
  Tax-Free Investments
  Tax Deductions
  What Is Tax Deferral?
• Estates & Trusts
  Paying Estate Taxes
  History of the Federal Estate Tax
  Charitable Remainder Trusts
  Property Ownership
  Wealth Replacement Trusts
  Benefits of A-B Trusts
  Charitable Giving
  Avoiding Probate
  Family Limited Partnerships
  Gifting Strategies
  Charitable Lead Trusts
  Controlling the Distribution
  Living Trusts
  What Key Estate Planning Tools Should I Know About?
• Retirement
  Planning Options
  Self-Employed Retirement Plans
  Traditional IRAs
  Roth IRAs
  Retirement Plan Distributions
  Future of Social Security
  Social Security Income
  Save Now or Save Later
  401(k) Plans
  Managing Retirement Plans
  Indexed Annuities