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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?
    • How Are Common and Preferred Stocks Different?
    • How Are Growth and Value Stocks Different?
    • 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?
    • What Does the Changing Pension Landscape Mean for Retirement?
    • Unforgettable Birthdays
    • What Are My Retirement Planning Options?
    • Will Social Security Retire Before You Do?
    • How Can I Estimate My Future Social Security Benefits?
    • What Is a Self-Employed Retirement Plan?
    • What Are My Retirement Plan Distribution Options?
    • 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?
    • What Is 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

  • July

    • HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
    • Will You Pay a Medicare Surcharge?
    • Fine-Tuning with Sector Funds
    • Peer-to-Peer Payments Are Popular, but Be Careful
    • Individual Bonds vs. Bond Funds: What’s the Difference?
    • Important Tax Breaks for Pass-Through Businesses

  • June

    • HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
    • Versatile 529 Plans Can Help with More than Just College
    • Life Insurance in Retirement
    • Catch Up for a More Comfortable Retirement
    • Look Out for Observation Care
    • Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

  • May

    • HOT TOPIC: Tariffs Drive Market Volatility
    • ETFs Are Closing the Gap with Mutual Funds
    • Debt After Death: What Happens to Debt When Someone Dies?
    • Playing Fair: New Consumer Protections for Airline Passengers
    • QLACs: Your Retirement Accounts Can Act Like Pensions
    • Concerned About Cyberattacks? The Threat Is Real

  • April

    • HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
    • Are You Missing the Bull’s-Eye with a Target-Date Fund?
    • Breaking Down the Numbers: The Soaring U.S. National Debt
    • Cancer Happens: Insurance Can Help Fortify Your Finances
    • Traditional or Roth Contributions? Think It Through for Future You
    • The Four-Day Workweek: Is It Destiny or a Distant Dream?

  • March

    • HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
    • Key Retirement and Tax Numbers for 2025
    • Accounts for Two: A Team Approach to Retirement Savings
    • Phased Retirement Can Help Smooth the Transition
    • Could There Be a Shift from Growth to Value?
    • Read a Good Beige Book Lately?

  • February

    • HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
    • Three Market-Moving Economic Indicators to Watch
    • Financial Safety Nets: Exploring Available Sources of Emergency Funds
    • What’s New for 2025?
    • Indexed Annuities: Potential for Growth with Some Downside Protection
    • Is Tip Fatigue Wearing You Out?

  • January

    • HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
    • Home Energy Rebates Could Save You Money
    • Would You Be Prepared for an Unplanned Early Retirement?
    • A Critical Combo: Life Insurance with Long-Term Care Benefits
    • Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
    • A Mortgage Recast Is an Alternative to Refinancing

  • December

    • Charitable Gifts of Life Insurance
    • Eight Ideas for Smarter Holiday Shopping
    • An Umbrella Policy Offers Extra Liability Coverage
    • Two Tax-Friendly Retirement Plans for the Self-Employed

  • November

    • HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
    • Treasury Yields Off 17-Year Highs
    • If You Don’t Have a Will Yet, Why Not?
    • FAFSA for 2025-2026 School Year Opens December 1
    • Do You Know Your Medicare Coverage Options?
    • Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

  • October

    • Can You Put the Brakes on Rising Auto Insurance Premiums?
    • Do You Have Enough Life Insurance?
    • Making the Most of Your Credit Card
    • A Pension Strategy That May Boost Your Income
    • What’s Your Real Return?

  • September

    • HOT TOPIC: Should You Worry About Market Volatility?
    • It’s Complicated: Inheriting IRAs and Retirement Plans
    • Retroactive Social Security Benefits: A Chance to Turn Back Time
    • Eight Great Investing Quotes
    • Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
    • Just Your Average Millionaire

  • August

    • HOT TOPIC: Real Estate Commission Changes Around the Corner
    • Watch for These Hazards on the Road to Retirement
    • Mixing It Up: Asset Allocation and Diversification
    • After the Loss of a Loved One, Watch Out for Scams
    • Consumer Sentiment: Do Americans See Brighter Days Ahead?
    • Equity REITs: Is There Room for Real Estate in Your Portfolio?

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  • Retirement & Inflation

    • Cost of Retirement
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    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Retirement Portfolio Lifespan

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  • Taxes & IRAs

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    • IRA Eligibility
    • Roth IRA Conversion

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