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Articles

Cash Management

Cash Management Basics

Doubling Your Money

Cash Management Tools

Money Market Funds

Biweekly Mortgages

Reverse Mortgages

Smart Financing Ideas

College Financial Aid

Savings Alternatives

Effects of Inflation

Home Equity Loans

Estates & Trusts

Estate Planning

Avoiding Probate

Charitable Giving

Controlling the Distribution

Paying Estate Taxes

Benefits of A-B Trusts

Gifting Strategies

Charitable Lead Trusts

Charitable Remainder Trusts

Wealth Replacement Trusts

Family Limited Partnerships

Property Ownership

History of the Federal Estate Tax

Tax Planning

Capital Gain Tax

Retirement Plan Limits

Required Minimum Distributions

Charitable Trust Tax Benefits

Retirement Plan Taxes

Withdrawing Before Age 59.5

Tax-Advantaged Investments

Tax-Advantaged Alternatives

Tax Strategies for Retirement Plans

Tax-Free Investments

Mutual Fund Profits

Tax-Free Insurance Upgrades

Newsletters

October

HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings

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

HOT TOPIC: The Bull Is Back... Will It Keep Charging?

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

HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact

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

HOT TOPIC: The Shape of Economic Recovery

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

June

HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure

Managing Your Workplace Retirement Plan

Will vs. Trust: Know the Difference

Why You Might Need Disability Income Insurance

Do ETFs Belong in Your Portfolio?

SECURE Act Changes That Matter to Small Employers

May

HOT TOPIC: Too Much Oil with Nowhere to Go

Keeping Cool: Investment Strategy vs. Reaction

Social Security May Offer a Lifetime of Protection

The Cost of Family Caregiving

Three Life Insurance Strategies for Small Businesses

Telemedicine: The Virtual Doctor Will See You Now

April

HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic

Setting a Retirement Savings Goal

Looking for Value with P/E Ratios

Early Retirement and Your Tax-Deferred Savings

Living Benefits Can Help Counter Retirement Risks

Don’t Let a Disaster Keep the Lights Off Forever

March

Stay-at-Home Spouse? Consider a Spousal IRA

Three Lessons from Retirees

Five Red Flags That Raise the Odds of an Audit

Behavioral Biases That Can Lead to Costly Mistakes

Classifying Workers: Know the Rules and Risks

February

HOT TOPIC: The SECURE Act and Your Retirement Savings

Three Generations of Retirement Strategies

Do Target-Date Funds Hit the Bull’s-Eye for You?

Retirement Savings: Traditional, Roth, or Both?

Municipal Bonds

What Is Cyber Insurance, and Do You Need It?

January

Give and Receive with a Charitable Remainder Trust

Running with the Dogs

Rain, Sleet, Snow — and Lawsuits?

Business or Hobby? It’s All About Taxes

Is It Time to Step Up Your Digital Marketing?

December

Online Shopping Tips

What’s Required of the Executor of an Estate?

Prices and the Economy

Qualified Charitable Distributions

A New Option for Providing Health Coverage in 2020

November

Three Regrets of Retirees

Medicare Open Enrollment

Closed-End Funds May Offer Higher Income

Taming Investment Taxes

Retirement Plans for the Self-Employed Dangle Tax Benefits

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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