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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

• Setting a Retirement Savings Goal
• Looking for Value with P/E Ratios
• Early Retirement and Your Tax-Deferred Savings
• Living Benefits Can Help Counter Retirement Risks
• Don’t Let a Disaster Keep the Lights Off Forever
• Three Generations of Retirement Strategies
• Do Target-Date Funds Hit the Bull’s-Eye for You?
• Retirement Savings: Traditional, Roth, or Both?
• Municipal Bonds
• What Is Cyber Insurance, and Do You Need It?
• Give and Receive with a Charitable Remainder Trust
• Running with the Dogs
• Rain, Sleet, Snow — and Lawsuits?
• Business or Hobby? It’s All About Taxes
• Is It Time to Step Up Your Digital Marketing?
• Online Shopping Tips
• What’s Required of the Executor of an Estate?
• Prices and the Economy
• Qualified Charitable Distributions
• A New Option for Providing Health Coverage in 2020
• Three Regrets of Retirees
• Medicare Open Enrollment
• Closed-End Funds May Offer Higher Income
• Taming Investment Taxes
• Retirement Plans for the Self-Employed Dangle Tax Benefits
• HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
• Protection to Help Your Family
• Five Money Issues to Talk About Before the Wedding
• What Medicare Won’t Cover
• Index Update: Shifting Sectors Reflect Social Change
• Coping with a Labor Shortage

Research Articles

• Estate Planning
• Living Trusts
• Avoiding Probate
• Charitable Giving
• Controlling the Distribution
• Paying Estate Taxes
• Benefits of A-B Trusts
• Gifting Strategies
• Charitable Lead Trusts
• Charitable Remainder Trusts
• Wealth Replacement Trusts
• Family Limited Partnerships
• Property Ownership
• History of the Federal Estate Tax
• Planning Options
• Future of Social Security
• Social Security Income
• Self-Employed Retirement Plans
• Indexed Annuities
• Retirement Plan Distributions
• Traditional IRAs
• 401(k) Plans
• Managing Retirement Plans
• Save Now or Save Later
• Roth IRAs
• Tax Deferral
• Tax Deductions
• Tax-Advantaged Alternatives
• Tax Strategies for Retirement Plans
• Tax-Free Investments
• Types of Bonds
• Bonds
• Bond Ratings
• Stock Indexes
• Investment Risks
• Asset Classes
• Asset Allocation
• College Investment Options
• Dollar-Cost Averaging
• 529 Plans
• Cash Management Basics
• College Financial Aid
• Effects of Inflation
• Why Purchase Life Insurance
• Property and Casualty Insurance
• Business Owner Policies
• Life Insurance for Business Owners
• Split-Dollar Life Insurance
• Last-Survivor Life Insurance
• Disability Income Insurance for Business Owners
• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Variable Life Insurance
• Auto Insurance
• Insurance Claims
• Maximizing Your Insurance Benefits
• Insuring Your Future
• Protecting Your Home
• Assessing Disability Income Insurance
• Types of Health Coverage
• Additional Liability Coverage
• HMOs and PPOs
• Evaluating Insurance Companies
• Long-Term Care Costs
• Medicare Coverage

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