6619451828 Home About Resource Center Client Portal Contact ALL ARTICLES Retirement What Is an Annuity? 9 Facts About Retirement 9 Facts About Social Security The Cost of Procrastination Healthcare Costs in Retirement When Should You Take Social Security Traditional vs. Roth IRA Split Annuity Strategy Where Will Your Retirement Money Come From? Important Birthdays Over 50 How Will Working Affect Social Security Benefits? Immediate vs. Deferred Annuities Women and Financial Strategies Caring for Aging Parents What's So Great About a Rollover? What Is a Roth 401(k)? Catch-Up Contributions Systematic Withdrawals in Retirement Retirement Income and the Traditional Portfolio Your Changing Definition of Risk in Retirement A Bucket Plan to Go with Your Bucket List Choosing a Retirement Plan that Fits Your Business Is a SEP-IRA Right for Your Business? 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Retirement Traps to Avoid The Pre-Retirement Checklist 5 Benefits of Working in Retirement Women on the Rise How Women Can Prepare For Retirement Retirement Realities Why Medicare Should Be Part of Your Retirement Strategy How Retirement Spending Changes With Time Helpful Retirement Strategies for Women A Meal for All Generations Who Is Your Trusted Contact? Starting a Roth IRA for a Teen Retirement Seen Through Your Eyes Saving Early & Letting Time Work For You Navigating Retirement Pitfalls Retirement Plan Choices for Small Businesses Tax Efficiency in Retirement Buying a Vacation Home? 5 Questions to Consider First Estate Critical Estate Documents Estate Management Checklist And the Executor Is Put It in a Letter Will Power A Brief History of Estate Taxes Trends in Charitable Giving Problems with Probate Succeeding at Business Succession What is the Value of Your Business? Choosing a Business Structure Understanding the Alternate Valuation Date 4 Steps to Protecting a Child with Disabilities A Primer on Irrevocable Life Insurance Trusts A Living Trust Primer Tips for Finding Care for Your Disabled Child Revising Estate Strategy Assumptions Yours, Mine, and Ours: Estate Strategies for Second Marriages Four Reasons Millennials Need an Estate Strategy Four Steps to Valuing an Estate When Heirs are Imperfect Test Your Estate Strategy Knowledge Why Everyone Needs an Estate Strategy A Checklist for When a Spouse or Parent Passes Managing an Inheritance Investment The Business Cycle A Look at Diversification Inflation & Your Money Mutual Funds vs. ETFs Value vs. Growth Investing Rebalancing Your Portfolio Estimating the Cost of College TIPS for Inflation Types of Stock Market Analysis Best-Performing Asset Classes How the Federal Reserve Works A Primer on Dividends Asset Allocation How Stocks Work Required Reading: The Economic Report of the President Getting a Head Start on College Savings A Decision Not Made Is Still a Decision Global vs. International: What’s The Difference? The Great Debate Continues: Active vs. Passive All Muni Bonds Are Not Created Equal A Taxing Story: Capital Gains and Losses The ABCs of Zero Coupon Bonds The Ivory Tower Changes Wall Street Earnings for All Seasons Investing with Your Heart The Anatomy of an Index The Utility of Sector Investing The Investment Risk No One’s Ever Heard Of Alternative Investments - Going Mainstream Don’t Be Your Own Worst Enemy Investment Challenges of the Affluent Investor Four Really Good Reasons to Invest How Financial Professionals Are Compensated What’s Your Investment IQ? You Would Rather Be... How to Invest in LGBTQ+ Friendly Companies Pullbacks, Corrections, and Bear Markets Investing for Impact How to Conquer the World - 5 Financial Strategies for Savvy Single Women Emotional vs. Strategic Decisions Why Regular Rebalancing Makes Sense Diversification, Patience, and Consistency The Sequence of Returns Risk Perspective Are You Ready for Your Portfolio to Make a Difference? Inflation and the Real Rate of Return Insurance Assess Life Insurance Needs A Look at Whole Life Insurance Is Term Life Insurance for You? Universal Life Insurance Variable Universal Life Insurance What to Look for in an Extended-Care Policy Understanding Extended Care Keep Your Umbrella Handy Disability and Your Finances Term vs. Permanent Life Insurance Insuring Your Business With a Buy/Sell Agreement Protecting Your Business from the Loss of a Key Person Can Group, Private Disability Policies Work Together? Preparing for the Expected Understanding the Basics of Medigap Policies What You Should Do About Insurance Following a Divorce When to Self-Insure When Does Your Personal Car Become a Commercial Vehicle? The ABC’s of Auto Insurance Understanding Homeowner’s Insurance Insuring Your Business Against Cyber Liability An Overview of Renter’s Insurance Protecting Your Home Against Flood Loss A Brief Guide To Condo Insurance Making Sense Of A Home Warranty Buying Auto Insurance For Teen Drivers Retiree Health Care Coverage Overseas A Home Insurance Claim: To File Or Not To File The Value of Insuring Against Life’s Risks Insurance Needs Assessment: When You're Newly Married Insurance Needs Assessment: When You're Young and Single Insurance Needs Assessment: Married With Children Insurance Needs Assessment: For Empty Nesters and Retirees Protection Against Uninsured Drivers The Most Overlooked Item of Any Home Improvement When Life Insurance Becomes Taxable Social Media: #NewestBusinessLiabilityRisk Insuring Your Second Home Directors and Officers Liability Insurance Inventorying Your Possessions Fallen Tree Damage—Who Pays? Gun Ownership and Your Homeowners Policy Does Your Credit Score Affect Your Insurance Rates? Errors and Omissions Insurance How Insurance Deductibles Work Test Your Life Insurance Knowledge Teen Drinking and Your Liability Gap Insurance for Leased Cars Dog Bites Neighbor. Now What? Silver Sneakers 101 Medicare Advantage 101 The Cost of Medical Care The A, B, C, & D of Medicare The Basics of Medicare Questions to Ask About Medicare Medicare At 65+ Qualifying For Medicare Under Age 65 Medicare vs. Medicaid Breaking Down the Parts of Medicare Medicare Advantage Plans (Medicare Part C) Prescription Drug Benefits Under Medicare (Part D) Ways to Supplement Your Medicare Coverage Replacing Your Medicare Card Consider Keeping Your Life Insurance When You Retire Life Insurance Myths: Debunked Tax How Income Taxes Work What Do Your Taxes Pay For? What If You Get Audited? What Is a 1035 Exchange? Do You Owe The AMT? How to Make the Tax Code Work for You Tax Deductions You Won't Believe Donating Art: Taxation Abstraction Red Flags for Tax Auditors How to Appeal Your Property Taxes Five Most Overlooked Tax Deductions You May Need to Make Estimated Tax Payments If… Does Your Child Need to File an Income Tax Return? Tax Rules When Selling Your Home Filing Final Tax Returns for the Deceased Tax & Estate Strategies for Married LGBTQ+ Couples Money Spotting Credit Trouble How Does Your Credit Score Compare? U.S. Personal Savings Rate Life and Death of a Twenty Dollar Bill Pay Yourself First Buying vs. Leasing a Car Your Emergency Fund: How Much Is Enough? Budget Check Up: Tax Time Is the Right Time What to Look for in Personal Finance Apps Password Protection Strategies A Penny Saved is Two Pennies Earned The Economic Journey of Your Morning Coffee Countering Counterfeit Currency Weighing the Benefits of Prepaid Debit Cards The Half Million Dollar Baby The Lowdown on Those Free Credit Scores Strategies For Managing Student Loan Debt Budgeting After a Divorce The History of Currency How Big is Money? The Five Basics of Financial Literacy How to Read Your Credit Report Data Thieves from Outer Space Year-End Charitable Gifting and You Mortgages in Retirement The Average American Budget Building a Solid Financial Foundation Managing Money as a Couple Making a Charitable Contribution Exploring the Federal Student Grant Program Lifestyle Lots of Variables with Fixed-Rate Mortgages Fixed or Variable Mortgage, Which Should You Pick? To Catch a Thief A House Divided Healthy Body, Healthy Pocketbook Do Your Kids Know The Value of a Silver Spoon? Countdown to College Putting a Price Tag On Your Health Crowdfunding—Capital for the 21st Century Prevent a Rift: Money Tips for Newlyweds Personal Finance Tips for Military Families A Cheat Sheet for Sending Your Kid to College The Financial Literacy Crisis Saving on Subscription Service Costs Stop Wasting Money Please Leave Home Without It Changing Unhealthy Behaviors Debt Stress Avoiding Cognitive Decline Raising Healthy Children Good Health is Good Business Money Draining Food Myths Building Your Legacy Creative Ways to Motivate Your Employees Keeping Good Records is Good Business Mastering Mobile Lingo Four Great, Unexpected Places to Raise a Family Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime Travel, Without the Baggage The Best Apps in Travel 5 Things That Seasoned Travelers Are Doing (That You're Not) Financial Aid for Students 101 The Three Keys to a Great Password Pickleball in Retirement Retiring Wild: National Parks and You How to Support Local Businesses During a Pandemic The content is developed from sources believed to be providing accurate information. 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