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• Articles

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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
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  • Risk Management

    • Why Purchase Life Insurance
    • Annuities as an Insurance Product
    • Property and Casualty Insurance
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    • Split-Dollar Life Insurance
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    • Disability Income Insurance for Business Owners
    • Maximizing Your Insurance Benefits
    • Insuring Your Future
    • Medicare Coverage
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  • Tax Planning

    • Capital Gain Tax
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    • Withdrawing Before Age 59.5
    • Mutual Fund Profits
    • Tax-Free Insurance Upgrades

• Newsletters

  • 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

    • HOT TOPIC: What Are the Costs of the Government Shutdown?
    • 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

    • HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
    • 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

  • December

    • HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
    • Competing Goals: Pay Off Student Loans or Save for Retirement?
    • Low-Volatility Strategies for a Less Stressful Ride
    • Know Your Mutual Funds
    • Insurance Strategies: Giving Old Life Insurance a New Purpose
    • Weighing a Wider Range of Health Plan Options

  • November

    • 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

    • 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

    • 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

    • 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

• 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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  • Retirement & Inflation

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  • Risk Management

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    • LTCI Cost of Waiting
    • Disability Income Insurance

  • Saving & Investing

    • College Funding
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  • Taxes & IRAs

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