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Articles

Cash Management

What Are Some Tips for Managing My Money?

How Long Will It Take to Double My Money?

What Cash Management Tools Are Available?

How Do Money Market Mutual Funds Work?

How Can I Better Manage My Short-Term Cash?

What Advantages Does a Biweekly Mortgage Offer?

What Is a Reverse Mortgage?

What Are Some Smart Ways to Refinance?

What About Financial Aid for College?

What Savings Alternatives Are Available?

How Does Inflation Affect Me?

Is a Home Equity Loan or Line of Credit Right for Me?

Estates & Trusts

What Key Estate Planning Tools Should I Know About?

How Can a Living Trust Help Me Control My Estate?

What Are the Pitfalls of Probate?

How Can My Gift Benefit Me and the Charity?

How Can I Control the Distribution of My Estate?

How Will I Pay Estate Taxes?

Can I Benefit from an A-B Trust?

What Gifting Strategies Are Available to Me?

How Can I Benefit from a Charitable Lead Trust?

How Can I Benefit from a Charitable Remainder Trust?

How Can I Benefit from a Wealth Replacement Trust?

Could My Family Benefit from a Family Limited Partnership?

What Is the Best Form of Property Ownership for Me?

History of the Federal Estate Tax

Investing

Common Stock vs Preferred Stock

What Are Dividends?

Growth Stocks vs. Value Stocks

What Is Diversification?

What Types of Bonds Are Available?

What Is a Bond?

What Do Bond Ratings Mean?

What Is a Stock Index?

How Do Mutual Funds and Stocks Differ?

What Is a Mutual Fund?

What Is a Closed-End Fund?

What Is a Mutual Fund Load?

What Is an Annuity?

What Is the Difference Between a Fixed Annuity and a Variable Annuity?

What Investment Risks Should I Know About?

What Are the Different Classes of Assets?

What Is Asset Allocation?

How Can I Save for My Child’s College Education?

What College Investment Options Do I Have?

What Stock and Bond Investing Alternatives Do I Have?

What Is Dollar-Cost Averaging?

529 Lesson Plan: High Scores for 529 Plans

Risk Management

Why Purchase Life Insurance?

Why Are Annuities Considered an Insurance Product?

What Is Property and Casualty Insurance?

Do I Need a Business Owner Policy?

Life Insurance for Business Owners

What Is Split-Dollar Life Insurance?

What Is Last-Survivor Life Insurance?

Disability Income Insurance for Business Owners

What Is Term Life Insurance?

What Is Whole Life Insurance?

What Is Universal Life Insurance?

What Are the Main Types of Auto Insurance?

Making a Property Insurance Claim

How Can I Maximize My Insurance Benefits?

How Can I Insure My Future?

How Can I Protect My Home?

Do I Need Disability Income Insurance?

What Types of Health Coverage Are Available?

How Can I Extend My Liability Coverage?

What Is the Difference Between an HMO and a PPO?

How Can I Determine the Financial Strength of My Insurance Company?

Am I Prepared for Long-Term Care Expenses?

What Does Medicare Cover?

What Are the Basic Types of Life Insurance?

Tax Planning

What Is the Capital Gain Tax?

What Is the Estate Tax?

What Is the Gift Tax?

How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?

What Is a Required Minimum Distribution?

What Are the Tax Benefits of Charitable Trusts?

When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?

What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½

What Is Tax Deferral?

How Can I Benefit from Tax-Advantaged Investments?

What Tax Deductions Are Still Available to Me?

What Tax-Advantaged Alternatives Do I Have?

What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan

Is There Such a Thing as a Tax-Free Investment?

How Can I Keep More of My Mutual Fund Profits?

How Can I Upgrade My Insurance — Tax-Free?

Newsletters

June

HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains

New Changes to College Financial Aid and Education Tax Benefits

How Well Do You Understand Retirement Plan Rules?

Is the Medicare Donut Hole Really Closed?

Corporate Debt: Are Juicier Yields Worth the Extra Risk?

Your Business: New Rules for Writing Off Restaurant Meals

May

HOT TOPIC: Rising Inflation: Where Will It Go from Here?

Real Estate for Income and Diversification

Five Tips to Follow When Applying for a Mortgage

Social Security Spousal Benefits

Portfolios Get Personal: Growing Interest in Socially Responsible Investing

Your Business: Minimum-Wage Laws in the Spotlight

April

HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery

A Financial Wellness Plan Can Help Pave the Road to Retirement

Four Things Investors Should Know About Stock Splits

All-in-One Funds: Targeting Time or Risk?

Working While Receiving Social Security Benefits

Your Business: Reasons to Keep Personal and Business Finances Separate

March

HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

Key Retirement and Tax Numbers for 2021

Are Value Stocks Poised for a Comeback?

Home Sweet Home Equity

Asset Protection: Make Sure Your Umbrella Is Big Enough

Is Your Home Office Also a Tax Shelter?

February

HOT TOPIC: Pandemic Relief Measures and Your Tax Return

Sequence Risk: Preparing to Retire in a Down Market

Watch Out for These Financial Pitfalls in the New Year

New Fed Policy Suggests Low Rates for the Long Term

When You Can’t Speak for Yourself

Big Data for Smaller Players

January

HOT TOPIC: Revisiting the 4% Rule

Five Tips to Regain Your Retirement Savings Focus in 2021

Money Market Funds in a Low Rate Environment

Prepare Your Finances for the Next Emergency

Gift vs. Inheritance: Consider the Tax Difference

Take Advantage of Deductions for Business Investments

December

HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail

Should You Pay Off Student Loans Early or Save More for Retirement?

Putting Your Nest Egg in Three Baskets

Full House: Adult Children Coming Home

Income Investors May Find Closed-End Funds on Sale

Your Business: Could You Benefit from a Roth Conversion in 2020?

November

Five Investment Tasks to Tackle by Year-End

Three Questions to Consider During Open Enrollment

Passive, Active, or Both?

Your Estate: Have You Looked at These Legal Documents Lately?

Four Steps to Rebuilding Your Business

October

Return of Premium Life Insurance: Protection and Cash Back

Accumulating Funds for Short-Term Goals

Investing in UITs

Business Cycle Basics: Recessions Begin and End Before We Know It

Insurance to Help Protect Your Business from Lawsuits

September

Could You Be Responsible for Your Parents’ Nursing Home Bills?

Survivor Benefits Provide a Financial Lifeline

Consider Market Caps for Diversification

Student Loan Stress? These Plans Might Help

Why Family Businesses Should Have Succession Plans

August

Debit or Credit? Pick a Card

Consider a Roth Conversion for Tax-Free Income

Turbulent Times: Bear Markets Come and Go

Indexed Annuities: A Strategy to Turn Savings into Retirement Income

Crisis Relief: Financial Lifelines for Affected Workers

July

Mid-Year Is a Great Time to Fine-Tune Your Finances

Four Questions on the Roth Five-Year Rule

Playing Defense: Three Stock Strategies to Help Control Risk

The Beige Book: A Timely Economic Read

Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

Flipbooks

Financial Management Insight: Strategies to Help Build Your Future

Understanding Social Security and Medicare: America’s Retirement Safety Net

Higher Education: College Saving and Funding Strategies

Investing Basics: Embark on Your Wealth-Building Journey

Time to Get Tax-Savvy: Managing Your Tax Burden

Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

Wealth Preservation: Planning to Leave a Legacy

Financial Protection: Using Insurance to Help Manage Life’s Risks

Videos

Should You Pay Off Debt or Save for Retirement?

Should You Sell When the Market Drops?

3 Potential Benefits of Dollar-Cost Averaging

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

The Basics of Social Security Retirement Benefits

Financial Planning: Helping You See the Big Picture

Stocks and Stock Mutual Funds 101

Bonds and Bond Mutual Funds 101

The Pros and Cons of a Big Tax Refund

The Retirement Income Factor

What Is Investment Risk?

Do You Know Who Your Beneficiaries Are?

The Value of a Bond

What Would Happen to Your Estate?

What Is An Annuity?

Tax Library

Tax Publications

TaxWise Strategies

Calculators

Cash Management

Cash Flow Analysis

Retirement & Inflation

Cost of Retirement

Required Minimum Distributions

Impact of Inflation

Retirement Portfolio Lifespan

Risk Management

Life Expectancy

Long-Term Care Self Insurance

LTCI Cost of Waiting

Disability Income Insurance

Saving & Investing

College Funding

Savings Accumulation

Taxable Equivalent Yield

Taxes & IRAs

Federal Income Tax

Tax-Deferred Savings

IRA Eligibility

Roth IRA Conversion

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