Resources
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Articles
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Cash Management
- What Are Some Tips for Managing My Money?
- How Long Will It Take to Double My Money?
- How Do Money Market Mutual Funds Work?
- How Can I Better Manage My Short-Term Cash?
- What Advantages Does a Biweekly Mortgage Offer?
- What About Financial Aid for College?
- What Savings Alternatives Are Available?
- How Does Inflation Affect Me?
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Client Connections
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Estates & Trusts
- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
- What Are the Pitfalls of Probate?
- How Can My Gift Benefit Me and the Charity?
- How Can I Control the Distribution of My Estate?
- How Will I Pay Estate Taxes?
- Can I Benefit from an A-B Trust?
- What Gifting Strategies Are Available to Me?
- How Can I Benefit from a Charitable Lead Trust?
- How Can I Benefit from a Charitable Remainder Trust?
- How Can I Benefit from a Wealth Replacement Trust?
- Could My Family Benefit from a Family Limited Partnership?
- What Is the Best Form of Property Ownership for Me?
- History of the Federal Estate Tax
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Investing
- What Are Dividends?
- What Is an Exchange-Traded Fund?
- Growth Stocks vs. Value Stocks
- How Are Mutual Funds Taxed?
- What Is Stock?
- What Are Zero-Coupon Bonds?
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Bond?
- 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?
- What Stock and Bond Investing Alternatives Do I Have?
- What Is Dollar-Cost Averaging?
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Retirement
- What Is a SIMPLE?
- What Is an IRA Rollover?
- What Is a Roth 401(k)?
- What Is a Profit-Sharing Plan?
- What Is a Money Purchase Pension Plan?
- What Is a 403(b) Plan?
- Why Do People Buy Annuities?
- What Is a Split-Annuity Strategy?
- What Are 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
- Will Social Security Retire Before You Do?
- Social Security Income
- What Is a Self-Employed Retirement Plan?
- Retirement Plan Distributions
- What Is a Traditional IRA?
- What Is a 401(k) Plan?
- Save Now or Save Later?
- What Is a Roth IRA?
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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
- What Is Split-Dollar Life Insurance?
- What Is Last-Survivor Life Insurance?
- What Is Term Life Insurance?
- What Is Whole Life Insurance?
- What Is Universal Life Insurance?
- What Is Variable Life Insurance?
- What Are the Main Types of Auto Insurance?
- Making a Property Insurance Claim
- How Can I Maximize My Insurance Benefits?
- How Can I Insure My Future?
- How Can I Protect My Home?
- Do I Need Disability Income Insurance?
- What Types of Health Coverage Are Available?
- How Can I Extend My Liability Coverage?
- What Is the Difference Between an HMO and a PPO?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
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Tax Planning
- 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?
- How Can I Benefit from Tax-Advantaged Investments?
- What Tax Deductions Are Still Available to Me?
- What Tax-Advantaged Alternatives Do I Have?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- Is There Such a Thing as a Tax-Free Investment?
- How Can I Keep More of My Mutual Fund Profits?
- How Can I Upgrade My Insurance — Tax-Free?
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Newsletters
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June
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May
- HOT TOPIC: High Inflation: How Long Will It Last?
- Working While Receiving Social Security Benefits
- Baseball Lessons That Might Help Change Up Your Finances
- Planning to Quit Your Job? What to Know Before You Go
- Why Small Businesses Should Pay Attention to Accessibility
- Food Inflation: What’s Behind It and How to Cope
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April
- HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
- ETFs Are Gaining on Mutual Funds: Here’s Why
- Key Retirement and Tax Numbers for 2022
- Splurge or Save? Making the Most of Your Income-Tax Refund
- What’s the Difference Between Medicare and Medicaid?
- Flood Insurance: Be Prepared for Rising Waters and Changing Rates
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March
- HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
- When Two Goals Collide: Balancing College and Retirement Preparations
- Mutual Funds: Do You Know What’s in Your Portfolio?
- If You Don’t Have a Will, You Probably Should
- Going Green: A Fast-Growing Corner of the Global Bond Market
- When Buying Is Easy, Paying Later Can Be a Problem
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February
- HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
- Building Blocks for Financing College with Less Debt
- How to Correct an Error on Your Credit Report
- Preparing for Libor to Leave the Building
- Are You a HENRY? Consider These Wealth-Building Strategies
- Did You Know Medicaid May Pay You as a Family Caregiver?
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January
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December
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November
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October
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September
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Videos
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- 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
- Do You Know Who Your Beneficiaries Are?
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Tax Library
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Calculators
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Cash Management
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Estate Planning
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Loans & Credit Cards
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Retirement & Inflation
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Risk Management
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Saving & Investing
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Taxes & IRAs
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