Resources

• Articles

  • Cash Management

    • What Are Some Tips for Managing My Money?
    • What About Financial Aid for College?

  • Estates & Trusts

    • What Key Estate Planning Tools Should I Know About?
    • Could My Family Benefit from a Family Limited Partnership?

  • Investing

    • What Is Diversification?
    • What Do Bond Ratings Mean?
    • What Is the Difference Between a Fixed Annuity and a Variable Annuity?
    • What Investment Risks Should I Know About?
    • 529 Lesson Plan: High Scores for 529 Plans

  • Retirement

    • What Is an IRA Rollover?
    • What Is a 403(b) Plan?
    • Why Do People Buy Annuities?
    • Will Social Security Retire Before You Do?
    • What Is a Traditional IRA?
    • What Is a 401(k) Plan?
    • What Is a Roth IRA?

  • Risk Management

    • What Is Term Life Insurance?
    • What Is Universal Life Insurance?

  • Tax Planning

    • How Can I Benefit from Tax-Advantaged Investments?

• Newsletters

  • March

    • HOT TOPIC: Red Ink: The Debt Ceiling and Deficit Spending
    • Key Retirement and Tax Numbers for 2023
    • Creating Your Own “Operation London Bridge”
    • Double Up with a Spousal IRA
    • When Should Young Adults Start Investing for Retirement?
    • The Inflation Experience is Painful – and Personal

  • February

    • HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
    • Balancing Stocks and Bonds in One Fund
    • Fixed for Life: What Can an Annuity Do for You?
    • Three Ways to Help Simplify Your Finances
    • IRA Strategies: After-Tax Money and the Pro-Rata Rule
    • Small Businesses Should Prepare for Stronger Tax Enforcement

  • January

    • HOT TOPIC: Is the Yield Curve Signaling a Recession?
    • Stretch IRA Alternatives
    • A 529 Plan Can Help Jump Start Your College Fund
    • Tips for Safe Online Shopping
    • Taking Control of Your Retirement Savings
    • Naming a Trusted Contact

  • December

    • Sectors: Overweight, Underweight, or Just Right?
    • Is It Time to Buy an Electric Vehicle?
    • IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
    • Talk About These Money Matters Before the Wedding
    • Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

  • November

    • HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
    • Famous People Who Died Without Proper Planning
    • Retirement Savings in a Volatile Market
    • New Life for Your Old Insurance Policy
    • Virtual Health Care Is Here to Stay
    • How Funding an HSA Could Help Strengthen Your Retirement Strategy

  • October

    • HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
    • Passive, Active, or Both?
    • 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

    • 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

  • June

    • 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

    • 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

• 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?

• Tax Library

  • Tax Forms
  • Tax Rates
  • Tax Publications
  • Tax Glossary
  • Tax Calendar
  • TaxWise Strategies
  • Tax Calculator

• Calculators

  • Cash Management

    • Cash Flow Analysis

  • Estate Planning

    • Estate Taxes

  • Retirement & Inflation

    • Cost of Retirement
    • Required Minimum Distributions
    • Impact of Inflation
    • Retirement Portfolio Lifespan

  • Risk Management

    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance

  • Saving & Investing

    • Savings Goals
    • Savings Accumulation
    • Taxable Equivalent Yield

  • Taxes & IRAs

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

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