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• Articles

  • Cash Management

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  • Retirement

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    • 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
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    • 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

  • November

    • HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?
    • Is a Roth 401(k) Right for You?
    • Community Property Laws: Yours, Mine, and Ours
    • Help with College: A Gift for Your Grandkids
    • Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
    • Reviewing Business Structure in Light of Tax Changes

  • October

    • HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis
    • Seven Classic Investing Quotes
    • Social Security 101
    • Choosing and Using a College Checking Account
    • Dealing with Divorce
    • Key Tax Breaks for Business Owners

  • September

    • HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
    • Risk Tolerance Is About You, Not the Market
    • Insurance with Potential Cash Value
    • Inflation Protection for Investment Dollars
    • A Map to Guide Your Family
    • Family Limited Partnerships for Estate Planning Purposes

  • August

    • HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
    • ETFs on the Rise
    • An Affordable Insurance Solution
    • Oil Prices and the Economy
    • Equity REITs and Rising Rates
    • Reward Workers and Fund Retirement with a Cash Balance Plan

  • July

    • HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?
    • Indexed Annuities: Potential Gain with Some Downside Protection
    • New Tax Law Expands 529 Savings Plans
    • Good News, Bad News for Boomer Retirement
    • Making Sense of Bond Behavior
    • Two Technology Trends to Help Power Growth

  • June

    • HOT TOPIC — Wage Growth: Watching for a Tipping Point
    • Is Smart Beta for You?
    • Rules of the Rollover
    • Chained CPI and Your Taxes
    • Beyond Medicare: What Are Your Options?
    • New Tax Breaks for Pass-Through Entities

  • May

    • HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform
    • A New Look at Old Retirement Savings Guidelines
    • Where There's a Will…
    • The Cost of Caregiving
    • A Steady Strategy
    • Time to Hire? Consider the Pros and Costs

  • April

    • Dividend Investing: Small Payments Can Boost Returns
    • Pick Your Plastic: Debit or Credit?
    • Income for the Long Run
    • Guard Against Growing Cybersecurity Threats

  • March

    • Four Financial Numbers You Should Know
    • Phasing Out…or Practice Makes Perfect
    • Do You Need an Umbrella?
    • Going Public
    • Preparing to Withstand the Loss of Key Players

  • February

    • HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
    • Options for Inherited IRAs
    • How Long Should You Keep Financial Records?
    • Why Hold Money Market Mutual Funds?
    • Settling an Estate
    • Disaster Insurance Can Help Your Company Stay Afloat

  • January

    • HOT TOPIC — Tax Reform: How Will You Be Affected?
    • International Investing: Opportunities Overseas?
    • An Introduction to Trusts
    • Keeping Savings on Track with a Spousal IRA
    • Illinois Highlights Credit Risk
    • No Shortage of Liability Risks

  • December

    • Consider a Roth for Tax-Free Retirement Income
    • Market Measures: Beyond the Dow
    • How a Pension Could Affect Social Security Benefits
    • Better Late Than Never
    • Two Tax-Friendly Retirement Plans for the Self-Employed

• 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
  • Tax Reform: Changes for Individuals
  • The Pros and Cons of a Big Tax Refund
  • Tax Reform: Changes for Businesses
  • Going Public: Investing in IPOs
  • Wage Growth: Watch for a Tipping Point
  • Trade Tariffs
  • 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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  • 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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