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

  • 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

    • HOT TOPIC: Tech Sector Turmoil and the Bear Market
    • 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
    • How Long Should You Keep Financial Records?

  • June

    • HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
    • 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

    • HOT TOPIC: High Inflation: How Long Will It Last?
    • 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

  • April

    • HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
    • Key Retirement and Tax Numbers for 2022
    • Splurge or Save? Making the Most of Your Income-Tax Refund
    • What’s the Difference Between Medicare and Medicaid?
    • Flood Insurance: Be Prepared for Rising Waters and Changing Rates

  • March

    • When Two Goals Collide: Balancing College and Retirement Preparations
    • If You Don’t Have a Will, You Probably Should
    • When Buying Is Easy, Paying Later Can Be a Problem

  • February

    • HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
    • Building Blocks for Financing College with Less Debt
    • How to Correct an Error on Your Credit Report
    • Are You a HENRY? Consider These Wealth-Building Strategies
    • Did You Know Medicaid May Pay You as a Family Caregiver?

  • January

    • HOT TOPIC: The Fed Pivots to Fight Inflation
    • Charitable Giving Can Be a Family Affair
    • Your Social Security Statement: What’s in It for You?
    • Looking Back, Looking Forward

  • December

    • Balancing Medicare and Work-Based Insurance
    • Is Your Business Eligible for the Research and Development Tax Credit?

  • November

    • Net Price Calculators Help Gauge College Affordability
    • Is a High-Deductible Health Plan Right for You?
    • Women Face Challenges in a Post-Pandemic World
    • Do You Have a Tax-Smart Withdrawal Strategy?

  • October

    • Four Reasons to Review Your Life Insurance Needs
    • Grandparent 529 Plans Get a Boost Under New FAFSA Rules
    • A Map for Your Family
    • Credit Scores Reach Record High
    • Fund Retirement and Reward Workers with a Cash Balance Plan

• Videos

  • Should You Pay Off Debt or Save for Retirement?
  • Should You Sell When the Market Drops?
  • Stocks and Stock Mutual Funds 101
  • Bonds and Bond Mutual Funds 101
  • Do You Know Who Your Beneficiaries Are?

• 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

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  • Individual Health
  • Disability Income Insurance
  • 401(k) Information Request
  • Information Request

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