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Learning Center

Calculators

• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Retirement Portfolio Lifespan
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• Roth IRA Conversion
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

E-Seminars

Newsletters

• HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
• Key Retirement and Tax Numbers for 2021
• Is Your Home Office Also a Tax Shelter?
• 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
• 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
• 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
• Income Investors May Find Closed-End Funds on Sale
• Your Business: Could You Benefit from a Roth Conversion in 2020?
• 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
• Accumulating Funds for Short-Term Goals
• Investing in UITs
• Business Cycle Basics: Recessions Begin and End Before We Know It
• Insurance to Help Protect Your Business from Lawsuits
• 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
• 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
• 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
• Managing Your Workplace Retirement Plan
• Will vs. Trust: Know the Difference
• Why You Might Need Disability Income Insurance
• Do ETFs Belong in Your Portfolio?

Research Articles

• 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?
• How Can My Gift Benefit Me and the Charity?
• How Can I Control the Distribution of My Estate?
• How Will I Pay Estate Taxes?
• Can I Benefit from an A-B Trust?
• What Gifting Strategies Are Available to Me?
• How Can I Benefit from a Charitable Lead Trust?
• How Can I Benefit from a Charitable Remainder Trust?
• How Can I Benefit from a Wealth Replacement Trust?
• Could My Family Benefit from a Family Limited Partnership?
• What Is the Best Form of Property Ownership for Me?
• History of the Federal Estate Tax
• What Are My Retirement Planning Options?
• Will Social Security Retire Before You Do?
• Social Security Income
• What Is a Self-Employed Retirement Plan?
• What Is an Indexed Annuity?
• Retirement Plan Distributions
• What Is a Traditional IRA?
• What Is a 401(k) Plan?
• How Should I Manage My Retirement Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is Tax Deferral?
• What Tax Deductions Are Still Available to Me?
• What Tax-Advantaged Alternatives Do I Have?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• Is There Such a Thing as a Tax-Free Investment?
• What Types of Bonds Are Available?
• What Is a Bond?
• What Do Bond Ratings Mean?
• What Is a Stock Index?
• What Investment Risks Should I Know About?
• What Are the Different Classes of Assets?
• What Is Asset Allocation?
• What College Investment Options Do I Have?
• What Is Dollar-Cost Averaging?
• 529 Lesson Plan: High Scores for 529 Plans
• What Are Some Tips for Managing My Money?
• What About Financial Aid for College?
• How Does Inflation Affect Me?
• Why Purchase Life Insurance?
• What Is Property and Casualty Insurance?
• Do I Need a Business Owner Policy?
• Life Insurance for Business Owners
• What Is Split-Dollar Life Insurance?
• What Is Last-Survivor Life Insurance?
• Disability Income Insurance for Business Owners
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Universal Life Insurance?
• What Is Variable Life Insurance?
• What Are the Main Types of Auto Insurance?
• Making a Property Insurance Claim
• How Can I Maximize My Insurance Benefits?
• How Can I Insure My Future?
• How Can I Protect My Home?
• Do I Need Disability Income Insurance?
• What Types of Health Coverage Are Available?
• How Can I Extend My Liability Coverage?
• What Is the Difference Between an HMO and a PPO?
• How Can I Determine the Financial Strength of My Insurance Company?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• 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?

Glossary