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• Articles

  • Cash Management

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  • Estates & Trusts

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    • Fixed vs. Variable Annuities
    • Investment Risks
    • College Savings Plans
    • Stock and Bond Investing Alternatives
    • 529 Plans

  • Retirement

    • SEP IRAs
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    • Profit-Sharing Plans
    • Money Purchase Pension Plans
    • 403(b) Plans
    • Why Purchase Annuities
    • Split-Annuity Strategy
    • Annuity Living Benefits
    • How Much Do I Need to Save?
    • A New Chapter for Retirement
    • 1035 Exchanges
    • Unforgettable Birthdays
    • Your Business and Retirement
    • Planning Options
    • Self-Employed Retirement Plans
    • Traditional IRAs
    • 401(k) Plans
    • Roth IRAs

  • Risk Management

    • Why Purchase Life Insurance
    • Annuities as an Insurance Product
    • Property and Casualty Insurance
    • Business Owner Policies
    • Life Insurance for Business Owners
    • Split-Dollar Life Insurance
    • Last-Survivor Life Insurance
    • Disability Income Insurance for Business Owners
    • Maximizing Your Insurance Benefits
    • Insuring Your Future
    • Medicare Coverage
    • Types of Life Insurance

  • Tax Planning

    • Capital Gain Tax
    • Estate Tax
    • Gift Tax
    • Retirement Plan Limits
    • Required Minimum Distributions
    • Charitable Trust Tax Benefits
    • Retirement Plan Taxes
    • Withdrawing Before Age 59.5
    • Mutual Fund Profits
    • Tax-Free Insurance Upgrades

• Newsletters

  • December

    • Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
    • 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

    • HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
    • 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

  • October

    • HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
    • Protection to Help Your Family
    • Five Money Issues to Talk About Before the Wedding
    • What Medicare Won’t Cover
    • Index Update: Shifting Sectors Reflect Social Change
    • Coping with a Labor Shortage

  • September

    • HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
    • Sticker Shock May Drive Consumers to Used Cars
    • Risk Tolerance: Stress-Test Your Portfolio…and Yourself
    • Steps to Help Lower Capital Gains Taxes
    • Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
    • Could Employee Ownership Be Part of Your Succession Plan?

  • August

    • HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
    • Caught in the Middle: The Sandwich Generation
    • Consider REITs for Income and Diversification
    • Life Insurance with Long-Term Care Benefits
    • Qualified Longevity Annuity Contracts (QLACs)
    • A Quick and Dirty Guide to Credit

  • July

    • HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
    • Seeking Balance in a Mutual Fund
    • What’s the Real Return on Your Investments?
    • Indexed Annuities: Growth Potential with Downside Protection
    • New Study Finds Widespread Job Loss After 50
    • Calculating Key Financial Ratios

  • June

    • HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
    • A Steady Strategy in Turbulent Times
    • College Savings: Roth or 529 Plan?
    • Avoiding Probate with a Transfer-on-Death Deed
    • Interest Rates and the Economy
    • Steps to Executing an Exit Strategy

  • May

    • HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
    • Bonds Can Offer Stability Even with Rising Rates
    • SRI Investing: Not Just for Stocks
    • Be Aware of Observation Care
    • Retirement Planning: How Secure Is Social Security?
    • Watch Out for Scams That Target Businesses

  • April

    • HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
    • Do You Need a Power of Attorney?
    • Why Americans Are Eating Out Less Than Ever
    • Trusts Offer More Than Estate Tax Protection
    • Considering Preferreds? Proceed with Caution
    • Clarifying Tax Deductions for Meals and Entertainment

  • March

    • HOT TOPIC: Keeping an Eye on Corporate Debt
    • Taking a Team Approach to Retirement Savings
    • IPOs: Consider the Risks Behind the Hype
    • Bridging the Gap Between Retirement and Medicare Eligibility
    • Estate Taxes: Should a Trust Own Your Life Insurance?
    • Succession Plans Often Hinge on Reliable Valuation

  • February

    • Need to Tap Your 401(k)? Proceed with Care
    • Looking Back, Looking Ahead
    • Getting Real About Retirement
    • Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
    • A Business Plan Can Be Your Guide to Growth

  • January

    • ABLE Accounts for Disability Expenses
    • Are Your Designated Heirs Up-to-Date?
    • Consider a Customized Disability Policy
    • Technology Trend: How Blockchain Could Impact the Future
    • Some Small Companies Facing Tariff Troubles

• Videos

  • Should You Pay Off Debt or Save for Retirement?
  • Should You Sell When the Market Drops?
  • Inflation: The Sneaky Thief
  • How Pre-Tax Contributions Affect Your Paycheck
  • 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
  • American Tax Burden
  • What Is Investment Risk?
  • Do You Know Who Your Beneficiaries Are?
  • Protecting Your Dependents with Life Insurance
  • The Value of a Bond
  • What Would Happen to Your Estate?
  • What Is An Annuity?
  • Bringing Up Baby

• Calculators

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    • Credit Card Debt
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  • Retirement & Inflation

    • Cost of Retirement
    • Required Minimum Distributions
    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Personal Inflation Rate
    • Retirement Portfolio Lifespan

  • Risk Management

    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance
    • LTCI Cost of Waiting
    • Disability Income Insurance

  • Saving & Investing

    • College Funding
    • Savings Goals
    • Savings Accumulation
    • Taxable Equivalent Yield

  • Taxes & IRAs

    • Federal Income Tax
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    • IRA Eligibility
    • Roth IRA Conversion

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