Resources

• Articles

  • Cash Management

    • What Are Some Tips for Managing My Money?
    • What Are Some Smart Ways to Refinance?
    • What About Financial Aid for College?

  • Estates & Trusts

    • What Key Estate Planning Tools Should I Know About?
    • How Can a Living Trust Help Me Control My Estate?
    • What Are the Pitfalls of Probate?

  • Investing

    • What Investment Risks Should I Know About?
    • What Is Asset Allocation?
    • What Is Dollar-Cost Averaging?

  • Retirement

    • What Are My Retirement Planning Options?
    • Social Security Income
    • What Is a Roth IRA?

  • Risk Management

    • What Is Property and Casualty Insurance?
    • How Can I Maximize My Insurance Benefits?
    • Am I Prepared for Long-Term Care Expenses?

  • Tax Planning

    • How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
    • What Tax Deductions Are Still Available to Me?
    • United States Tax History

• Newsletters

  • March

    • HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
    • Key Retirement and Tax Numbers for 2021
    • Are Value Stocks Poised for a Comeback?
    • 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

    • HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
    • 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
    • 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
    • Business Cycle Basics: Recessions Begin and End Before We Know It
    • Insurance to Help Protect Your Business from Lawsuits

  • September

    • HOT TOPIC: The Bull Is Back... Will It Keep Charging?
    • Could You Be Responsible for Your Parents’ Nursing Home Bills?
    • Survivor Benefits Provide a Financial Lifeline
    • Consider Market Caps for Diversification
    • Student Loan Stress? These Plans Might Help
    • Why Family Businesses Should Have Succession Plans

  • August

    • HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
    • Debit or Credit? Pick a Card
    • Consider a Roth Conversion for Tax-Free Income
    • Turbulent Times: Bear Markets Come and Go
    • Crisis Relief: Financial Lifelines for Affected Workers

  • July

    • Mid-Year Is a Great Time to Fine-Tune Your Finances
    • Four Questions on the Roth Five-Year Rule
    • Playing Defense: Three Stock Strategies to Help Control Risk
    • The Beige Book: A Timely Economic Read
    • Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

  • June

    • HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
    • Managing Your Workplace Retirement Plan
    • Will vs. Trust: Know the Difference
    • Why You Might Need Disability Income Insurance
    • Do ETFs Belong in Your Portfolio?
    • SECURE Act Changes That Matter to Small Employers

  • May

    • Keeping Cool: Investment Strategy vs. Reaction
    • Social Security May Offer a Lifetime of Protection
    • The Cost of Family Caregiving
    • Three Life Insurance Strategies for Small Businesses
    • Telemedicine: The Virtual Doctor Will See You Now

• Videos

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

• Tax Library

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

• Calculators

  • Estate Planning

    • Estate Taxes

  • Loans & Credit Cards

    • Loan Payoff
    • Home Affordability
    • Mortgage Refinancing
    • Mortgage Acceleration
    • Credit Card Debt
    • Lease Payment
    • Car Affordability

  • Risk Management

    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance
    • LTCI Cost of Waiting
    • Disability Income Insurance

  • Saving & Investing

    • College Funding
    • Savings Accumulation

• Request A Quote

  • Long-Term Care Insurance
  • Group Health
  • Life Insurance
  • Individual Health
  • Disability Income Insurance
  • 401(k) Information Request
  • Information Request

• Glossary

• Flipbooks

• Tell A Friend