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• Articles

  • Cash Management

    • 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 Is a Reverse Mortgage?
    • What About Financial Aid for College?
    • How Does Inflation Affect Me?

  • Estates & Trusts

    • What Key Estate Planning Tools Should I Know About?
    • How Can I Benefit from a Charitable Remainder Trust?

  • Investing

    • What Is a Bond Ladder?
    • Common Stock vs Preferred Stock
    • Growth Stocks vs. Value Stocks
    • What Is Stock?
    • What Is Diversification?
    • What Is a Bond?
    • What Is a Stock Index?
    • How Do Mutual Funds and Stocks Differ?
    • What Is a Mutual Fund?
    • What Is a Closed-End Fund?
    • What Is an Annuity?
    • What Are the Different Classes of Assets?
    • What Is Asset Allocation?
    • What Is Dollar-Cost Averaging?

  • Retirement

    • What Is a SEP IRA?
    • What Is a SIMPLE?
    • What Is an IRA Rollover?
    • How Much Do I Need to Save?
    • A New Chapter for Retirement
    • Unforgettable Birthdays
    • What Are My Retirement Planning Options?
    • 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?

  • Risk Management

    • Why Are Annuities Considered an Insurance Product?
    • What Is Last-Survivor Life Insurance?
    • Disability Income Insurance for Business Owners
    • What Is Term Life Insurance?
    • What Is Whole Life Insurance?
    • What Is Universal Life Insurance?
    • What Are the Main Types of Auto Insurance?
    • What Types of Health Coverage Are Available?
    • What Is the Difference Between an HMO and a PPO?
    • Am I Prepared for Long-Term Care Expenses?

  • Tax Planning

    • What Is the Estate Tax?
    • How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
    • What Is a Required Minimum Distribution?
    • What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
    • What Is Tax Deferral?
    • Is There Such a Thing as a Tax-Free Investment?
    • How Can I Keep More of My Mutual Fund Profits?

• Newsletters

  • October

    • HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
    • Passive, Active, or Both?
    • How Much Life Insurance Do You Need?
    • Building Financial Resilience
    • Donor-Advised Funds Combine Charitable Impact with Tax Benefits
    • Small Businesses Are Short-Staffed and Overwhelmed

  • September

    • HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
    • Dividends for Income and Total Returns
    • What the Red-Hot Job Market Means for Workers
    • Preparing for a Natural Disaster
    • How Life Insurance Could Help Mitigate Taxes in Retirement
    • Diversifying Your Portfolio with International Flair

  • August

    • HOT TOPIC: Is the U.S. Economy in a Recession?
    • Inflation Protection for Investment Dollars
    • Life Insurance Living Benefits
    • Uncle Sam Wants to Know About Your Gig Income
    • Sticker Shock Is No Joke for Car Buyers
    • Six Steps to Starting a New Business

  • July

    • HOT TOPIC: Tech Sector Turmoil and the Bear Market
    • A Wealth of Information: How to Read a Mutual Fund Prospectus
    • Should You Consider Tapping the Equity in Your Home?
    • Adjusting Your Tax Withholding
    • WEP and GPO Can Reduce Social Security Benefits
    • How Long Should You Keep Financial Records?

  • June

    • HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
    • Avoiding Probate
    • What’s Your Retirement Dream Elevator Pitch?
    • Are You Ready to Cancel Your Cable TV?
    • Where to Look for Lost and Forgotten Money
    • Consider a Bond Ladder for Rising Interest Rates

  • 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

  • April

    • 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

  • March

    • 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

  • 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?

  • January

    • HOT TOPIC: The Fed Pivots to Fight Inflation
    • 401(k) and IRA: A Combined Savings Strategy
    • Charitable Giving Can Be a Family Affair
    • Your Social Security Statement: What’s in It for You?
    • Looking Back, Looking Forward
    • Going Public: How Are Direct Listings Different from IPOs?

  • December

    • Should You Speed Up Your Retirement Plans?
    • Balancing Medicare and Work-Based Insurance
    • Is Your Business Eligible for the Research and Development Tax Credit?
    • Catalytic Converter Thefts Are on the Rise: Here’s Why

  • November

    • Net Price Calculators Help Gauge College Affordability
    • Is a High-Deductible Health Plan Right for You?
    • Women Face Challenges in a Post-Pandemic World
    • Do You Have a Tax-Smart Withdrawal Strategy?
    • NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze

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    • Loan Payoff
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  • Retirement & Inflation

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

  • Saving & Investing

    • College Funding
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    • Taxable Equivalent Yield

  • Taxes & IRAs

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

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