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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

  • September

    • HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
    • Signs of a Scam…and How to Resist It
    • Child Tax Credit for 2021: Will You Get More?
    • A More Affordable Life Insurance Solution
    • Following the Inflation Debate
    • What a Relief! Congress Acts Against Surprise Medical Bills

  • August

    • HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
    • Don’t Let Debt Derail Your Retirement
    • International Investing: Opportunity Overseas?
    • Concerned About Inflation? Consider TIPS
    • Company Stock and Your Retirement Strategy
    • Crisis Averted? Financial Help for Struggling Renters and Landlords

  • July

    • HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
    • Considerations When Making Gifts to Children
    • A Steady Strategy
    • Pension or Lump Sum: Which Should You Choose?
    • Stock Market Risks in the Spotlight
    • Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses

  • June

    • HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
    • New Changes to College Financial Aid and Education Tax Benefits
    • How Well Do You Understand Retirement Plan Rules?
    • Is the Medicare Donut Hole Really Closed?
    • Corporate Debt: Are Juicier Yields Worth the Extra Risk?
    • Your Business: New Rules for Writing Off Restaurant Meals

  • May

    • HOT TOPIC: Rising Inflation: Where Will It Go from Here?
    • Real Estate for Income and Diversification
    • Five Tips to Follow When Applying for a Mortgage
    • Social Security Spousal Benefits
    • Portfolios Get Personal: Growing Interest in Socially Responsible Investing
    • Your Business: Minimum-Wage Laws in the Spotlight

  • April

    • HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
    • A Financial Wellness Plan Can Help Pave the Road to Retirement
    • Four Things Investors Should Know About Stock Splits
    • All-in-One Funds: Targeting Time or Risk?
    • Working While Receiving Social Security Benefits
    • Your Business: Reasons to Keep Personal and Business Finances Separate

  • March

    • HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
    • Key Retirement and Tax Numbers for 2021
    • Are Value Stocks Poised for a Comeback?
    • Home Sweet Home Equity
    • Asset Protection: Make Sure Your Umbrella Is Big Enough
    • Is Your Home Office Also a Tax Shelter?

  • February

    • HOT TOPIC: Pandemic Relief Measures and Your Tax Return
    • Sequence Risk: Preparing to Retire in a Down Market
    • Watch Out for These Financial Pitfalls in the New Year
    • New Fed Policy Suggests Low Rates for the Long Term
    • When You Can’t Speak for Yourself
    • Big Data for Smaller Players

  • January

    • HOT TOPIC: Revisiting the 4% Rule
    • Five Tips to Regain Your Retirement Savings Focus in 2021
    • Money Market Funds in a Low Rate Environment
    • Prepare Your Finances for the Next Emergency
    • Gift vs. Inheritance: Consider the Tax Difference
    • Take Advantage of Deductions for Business Investments

  • December

    • Should You Pay Off Student Loans Early or Save More for Retirement?
    • Putting Your Nest Egg in Three Baskets
    • Full House: Adult Children Coming Home
    • Income Investors May Find Closed-End Funds on Sale
    • Your Business: Could You Benefit from a Roth Conversion in 2020?

  • November

    • Five Investment Tasks to Tackle by Year-End
    • Three Questions to Consider During Open Enrollment
    • Passive, Active, or Both?
    • Your Estate: Have You Looked at These Legal Documents Lately?
    • Four Steps to Rebuilding Your Business

  • October

    • Return of Premium Life Insurance: Protection and Cash Back
    • Accumulating Funds for Short-Term Goals
    • Investing in UITs
    • Business Cycle Basics: Recessions Begin and End Before We Know It
    • Insurance to Help Protect Your Business from Lawsuits

• Videos

  • What Is Investment Risk?
  • Do You Know Who Your Beneficiaries Are?
  • The Value of a Bond
  • What Would Happen to Your Estate?

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  • Estate Planning

    • Estate Taxes

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    • Loan Payoff
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    • Mortgage Refinancing
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    • Credit Card Debt
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    • Car Affordability

  • Retirement & Inflation

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

  • 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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