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

  • 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

    • HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
    • 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

    • HOT TOPIC: Supply-Chain Chaos: Holiday Edition
    • Year-End 2021 Tax Tips
    • 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

    • HOT TOPIC: Social Security’s Uncertain Future: What You Should Know
    • 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

  • September

    • 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

    • Don’t Let Debt Derail Your Retirement
    • 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
    • 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

• 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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