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What is an Annuity?
Fixed Indexed Annuities
Term Life Insurance
Universal Life Insurance
Life Insurance with Long Term Care Rider
Client Intake Form
What Is an Annuity?
9 Facts About Retirement
9 Facts About Social Security
The Cost of Procrastination
Healthcare Costs in Retirement
When Should You Take Social Security
Traditional vs. Roth IRA
What Is a Stretch IRA?
Split Annuity Strategy
Where Will Your Retirement Money Come From?
Important Birthdays Over 50
How Will Working Affect Social Security Benefits?
Immediate vs. Deferred Annuities
Women and Financial Strategies
Caring for Aging Parents
What Is a Roth 401(k)?
Systematic Withdrawals in Retirement
Retirement Income and the Traditional Portfolio
Your Changing Definition of Risk in Retirement
A Bucket Plan to Go with Your Bucket List
Choosing a Retirement Plan that Fits Your Business
Is a SEP-IRA Right for Your Business?
Orchestrating Your Retirement Accounts
Inflation – Back to the Future
Money that Buys Good Health is Never Ill Spent
Certain Uncertainties in Retirement
Thinking of Retiring Abroad?
Should You Borrow from Your 401(k)?
Volunteering in Retirement
Social Security Benefits: How Much Will I Receive
Social Security: Maximizing Benefits
Social Security: The $64,000 Question
Social Security: Five Facts You Need to Know
Social Security: The Elephant in the Room
Choices for Your 401(k) at a Former Employer
IRA Withdrawals that Escape the 10% Tax Penalty
Is a Variable Annuity Right for Me?
Three Key Questions to Answer Before Taking Social Security
Eight Mistakes That Can Upend Your Retirement
Does Your Portfolio Fit Your Retirement Lifestyle?
The History of Retirement
Retirement Traps to Avoid
Assess Life Insurance Needs
A Look at Whole Life Insurance
Is Term Life Insurance for You?
Universal Life Insurance
Variable Universal Life Insurance
What to Look for in a Long-Term Care Policy
Understanding Long-Term Care
Keep Your Umbrella Handy
Disability and Your Finances
Term vs. Permanent Life Insurance
Insuring Your Business With a Buy/Sell Agreement
Protecting Your Business from the Loss of a Key Person
Can Group, Private Disability Policies Work Together?
Planning for the Expected
Understanding the Basics of Medigap Policies
What You Should Do About Insurance Following a Divorce
When to Self-Insure
When Does Your Personal Car Become a Commercial Vehicle?
The ABC’s of Auto Insurance
Understanding Homeowner’s Insurance
Insuring Your Business Against Cyber Liability
An Overview of Renter’s Insurance
Protecting Your Home Against Flood Loss
A Brief Guide To Condo Insurance
Making Sense Of A Home Warranty
Buying Auto Insurance For Teen Drivers
Retiree Health Care Coverage Overseas
A Home Insurance Claim: To File Or Not To File
The Value of Insuring Against Life’s Risks
Insurance Needs Assessment: When You’re Newly Married
Insurance Needs Assessment: When You’re Young and Single
Insurance Needs Assessment: Married With Children
Insurance Needs Assessment: For Empty Nesters and Retirees
Protection Against Uninsured Drivers
The Most Overlooked Item of Any Home Improvement
When Life Insurance Becomes Taxable
Social Media: #NewestBusinessLiabilityRisk
Insuring Your Second Home
Directors and Officers Liability Insurance
Inventorying Your Possessions
The Anatomy of a Supplemental Health Plan
Fallen Tree Damage—Who Pays?
Gun Ownership and Your Homeowners Policy
Does Your Credit Score Affect Your Insurance Rates?
Errors and Omissions Insurance
How Insurance Deductibles Work
Test Your Life Insurance Knowledge
Teen Drinking and Your Liability
Gap Insurance for Leased Cars
Dog Bites Neighbor. Now What?
Lots of Variables with Fixed-Rate Mortgages
Should You Choose a Fixed or Variable?
To Catch a Thief
A House Divided
Healthy Body, Healthy Pocketbook
Do Your Kids Know The Value of a Silver Spoon?
Countdown to College
Putting a Price Tag On Your Health
Crowdfunding—Capital for the 21st Century
Prevent a Rift: Money Tips for Newlyweds
Personal Finance Tips for Military Families
A Cheat Sheet for Sending Your Kid to College
The Financial Literacy Crisis
Saving on Fitness Center Membership Costs
Stop Wasting Money
Please Leave Home Without It
Changing Unhealthy Behaviors
Avoiding Cognitive Decline
Raising Healthy Children
Good Health is Good Business
Money Draining Food Myths
Apps That Help Achieve Goals
Building Your Legacy
Creative Ways to Motivate Your Employees
Keeping Good Records is Good Business
Mastering Mobile Lingo
Four Great, Unexpected Places to Raise a Family
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Top New Digital Tools for Small Businesses
New Trends Redefine Travel
Travel, Without the Baggage
The Best Apps in Travel
5 Things That Seasoned Travelers Are Doing (That You’re Not)
The Business Cycle
A Look at Diversification
Inflation & Your Money
Options When Your CD Matures
Mutual Funds vs. ETFs
Value vs. Growth Investing
Rebalancing Your Portfolio
Estimating the Cost of College
TIPS for Inflation
Types of Stock Market Analysis
Best Performing Asset Classes
How the Federal Reserve Works
A Primer on Dividends
How Stocks Work
Required Reading: The Economic Report of the President
Getting a Head Start on College Savings
A Decision Not Made Is Still a Decision
Global vs. International: What’s The Difference?
The Great Debate Continues: Active vs. Passive
All Muni Bonds Are Not Created Equal
A Taxing Story: Capital Gains and Losses
The ABCs of Zero Coupon Bonds
The Ivory Tower Changes Wall Street
Earnings for All Seasons
Investing with Your Heart
The Anatomy of an Index
The Utility of Sector Investing
The Investment Risk No One’s Ever Heard Of
Alternative Investments – Going Mainstream
Don’t Be Your Own Worst Enemy
Investment Challenges of the Affluent Investor
Four Really Good Reasons to Invest
How Financial Advisors Are Compensated
What’s Your Investment IQ?
You Would Rather Be…
Critical Estate Documents
Estate Management Checklist
And the Executor Is
Put It in a Letter
A Brief History of Estate Taxes
Trends in Charitable Giving
Problems with Probate
Succeeding at Business Succession
What is the Value of Your Business?
Choosing a Business Structure
Understanding the Alternate Valuation Date
Planning for Special Needs Children
A Primer on Irrevocable Life Insurance Trusts
A Living Trust Primer
Tips for Finding Care for Your Special-Needs Child
Revising Estate Strategy Assumptions
Yours, Mine and Ours: Estate Strategies for Second Marriages
Four Reasons Millennials Need an Estate Strategy
Four Steps to Valuing an Estate
When Heirs are Imperfect
Test Your Estate Strategy Knowledge
Why You Need an Estate Strategy
Understanding Marginal Income Tax Brackets
How Income Taxes Work
What Do Your Taxes Pay For?
What If You Get Audited?
What Is a 1035 Exchange?
Do You Owe The AMT?
How to Make the Tax Code Work for You
Tax Deductions You Won’t Believe
Donating Art: Taxation Abstraction
Red Flags for Tax Auditors
“Dirty Dozen” Tax Scams to Watch For
How to Appeal Your Property Taxes
Six Most Overlooked Tax Deductions
You May Need to Make Estimated Tax Payments If…
Does Your Child Need to File an Income Tax Return?
Tax Rules When Selling Your Home
Death is No Excuse
What the New Tax Bill Means for You
Tax Reform: Before and After
Spotting Credit Trouble
How Does Your Credit Score Compare?
U.S. Personal Savings Rate
Life and Death of a Twenty Dollar Bill
Pay Yourself First
Buying vs. Leasing a Car
Your Emergency Fund: How Much Is Enough?
Budget Check Up: Tax Time Is the Right Time
What to Look for in Personal Finance Apps
Password Protection Strategies
A Penny Saved is Two Pennies Earned
The Economic Journey of Your Morning Coffee
Making Sense of U.S. Household Net Worth
Countering Counterfeit Currency
Weighing the Benefits of Prepaid Debit Cards
The Half Million Dollar Baby
The Lowdown on Those Free Credit Scores
Strategies For Managing Student Loan Debt
Budgeting After a Divorce
The History of Currency
How Big is Currency?
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