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• 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

  • 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

    • HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
    • 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

  • May

    • HOT TOPIC: Rising Inflation: Where Will It Go from Here?
    • Five Tips to Follow When Applying for a Mortgage
    • Social Security Spousal Benefits
    • Portfolios Get Personal: Growing Interest in Socially Responsible Investing
    • Your Business: Minimum-Wage Laws in the Spotlight

  • March

    • 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

    • 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

    • 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?

• Videos

  • 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
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  • Tax Publications
  • Tax Glossary
  • Tax Calendar
  • TaxWise Strategies

• Calculators

  • Estate Planning

    • Estate Taxes

  • Loans & Credit Cards

    • Loan Payoff
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    • 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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