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• Articles

  • Cash Management

    • What Are Some Tips for Managing My Money?
    • How Can I Better Manage My Short-Term Cash?
    • What Are Some Smart Ways to Refinance?
    • What About Financial Aid for College?

  • Estates & Trusts

    • What Key Estate Planning Tools Should I Know About?
    • How Can a Living Trust Help Me Control My Estate?
    • What Gifting Strategies Are Available to Me?
    • Could My Family Benefit from a Family Limited Partnership?
    • What Is the Best Form of Property Ownership for Me?

  • Investing

    • What Are Dividends?
    • What Is an Exchange-Traded Fund?
    • Growth Stocks vs. Value Stocks
    • How Are Mutual Funds Taxed?
    • What Is a Stock Index?
    • How Do Mutual Funds and Stocks Differ?
    • What Is a Mutual 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?
    • How Can I Save for My Child’s College Education?
    • What Stock and Bond Investing Alternatives Do I Have?
    • 529 Lesson Plan: High Scores for 529 College Savings Program

  • Retirement

    • What Are SEP IRAs?
    • What Is a SIMPLE?
    • What Is an IRA Rollover?
    • What Is a Roth 401(k)?
    • Profit-Sharing Plans
    • Money Purchase Pension Plans
    • What Is a 403(b) Plan?
    • Why Do People Buy Annuities?
    • Split-Annuity Strategy
    • Annuity Living Benefits
    • How Much Do I Need to Save?
    • A New Chapter for Retirement
    • What Is a 1035 Exchange?
    • Unforgettable Birthdays
    • Don’t Bank Your Retirement on Your Business
    • What Are My Retirement Planning Options?
    • What Is a Self-Employed Retirement Plan?
    • What Is a Traditional IRA?
    • What Is a 401(k) Plan?
    • What Is a Roth IRA?

  • 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
    • Split-Dollar Life Insurance
    • Last-Survivor Life Insurance
    • Disability Income Insurance for Business Owners
    • How Can You Maximizing Your Insurance Benefits?
    • How Can You Insure Your Future?
    • 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
    • How Can I Keep More of My Mutual Fund Profits?
    • How Can I Upgrade My Insurance — Tax-Free?

• Newsletters

  • 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

    • 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

    • 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

    • 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

• 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?

• Calculators

  • Cash Management

    • Cash Flow Analysis
    • Net Worth
    • Lifetime Earnings

  • Estate Planning

    • Estate Taxes

  • Loans & Credit Cards

    • Loan Payoff
    • Home Affordability
    • Mortgage Refinancing
    • Mortgage Acceleration
    • Credit Card Debt
    • Lease Payment
    • Car Affordability

  • 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
    • Tax-Deferred Savings
    • IRA Eligibility
    • Roth IRA Conversion

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