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Calculators
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Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
- Understanding Social Security and Medicare: America’s Retirement Safety Net
- Higher Education: College Saving and Funding Strategies
- Investing Basics: Embark on Your Wealth-Building Journey
- Time to Get Tax-Savvy: Managing Your Tax Burden
- Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
- Wealth Preservation: Planning to Leave a Legacy
- Financial Protection: Using Insurance to Help Manage Life’s Risks
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Newsletters
- HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
- Are You Prepared for the High Cost of Dying?
- What Happens to Your Time Horizon at Retirement?
- Navigating Medicare Open Enrollment
- Consider Roth for Tax-Free Income
- Avoiding Probate with a TOD Deed and TOD Account
- HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
- Life Insurance Might Help During Turbulent Economic Times
- How Has SECURE 2.0 Affected 401(k) Plans?
- Three Ways to Help Build Financial Resilience
- Could Employee Ownership Be Part of Your Succession Plan?
- Grocery Games: Strategies to Help Stretch Your Food Budget
- HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
- Consider Munis for Tax-Free Income
- Navigating Financial Conversations with Aging Parents
- Voluntourism: A Vacation That Makes a Difference
- Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
- Why Renters Should Have Their Own Insurance
- HOT TOPIC: What’s in the New Tax Legislation?
- Have You Set a Retirement Savings Goal?
- Buying a Condo? Focus on the Financials
- Investing with Market Cap in Mind
- How Savers and Spenders Can Meet in the Middle
- Home Appliance Economics
- HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
- Will You Pay a Medicare Surcharge?
- Fine-Tuning with Sector Funds
- Peer-to-Peer Payments Are Popular, but Be Careful
- Individual Bonds vs. Bond Funds: What’s the Difference?
- Important Tax Breaks for Pass-Through Businesses
- HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
- Versatile 529 Plans Can Help with More than Just College
- Life Insurance in Retirement
- Catch Up for a More Comfortable Retirement
- Look Out for Observation Care
- Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
- HOT TOPIC: Tariffs Drive Market Volatility
- ETFs Are Closing the Gap with Mutual Funds
- Debt After Death: What Happens to Debt When Someone Dies?
- Playing Fair: New Consumer Protections for Airline Passengers
- QLACs: Your Retirement Accounts Can Act Like Pensions
- Concerned About Cyberattacks? The Threat Is Real
- HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
- Are You Missing the Bull’s-Eye with a Target-Date Fund?
- Breaking Down the Numbers: The Soaring U.S. National Debt
- Cancer Happens: Insurance Can Help Fortify Your Finances
- Traditional or Roth Contributions? Think It Through for Future You
- The Four-Day Workweek: Is It Destiny or a Distant Dream?
- HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
- Key Retirement and Tax Numbers for 2025
- Accounts for Two: A Team Approach to Retirement Savings
- Phased Retirement Can Help Smooth the Transition
- Could There Be a Shift from Growth to Value?
- Read a Good Beige Book Lately?
- HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
- Three Market-Moving Economic Indicators to Watch
- Financial Safety Nets: Exploring Available Sources of Emergency Funds
- What’s New for 2025?
- Indexed Annuities: Potential for Growth with Some Downside Protection
- Is Tip Fatigue Wearing You Out?
- HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
- Home Energy Rebates Could Save You Money
- Would You Be Prepared for an Unplanned Early Retirement?
- A Critical Combo: Life Insurance with Long-Term Care Benefits
- Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
- A Mortgage Recast Is an Alternative to Refinancing
- Charitable Gifts of Life Insurance
- Eight Ideas for Smarter Holiday Shopping
- An Umbrella Policy Offers Extra Liability Coverage
- Two Tax-Friendly Retirement Plans for the Self-Employed
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Research Articles
- What Is a SEP IRA?
- What Is a SIMPLE?
- What Is an IRA Rollover?
- What Is a Roth 401(k)?
- What Is a Profit-Sharing Plan?
- What Is a Money Purchase Pension Plan?
- What Is a 403(b) Plan?
- Why Do People Buy Annuities?
- What Is a Split-Annuity Strategy?
- What Are Annuity Living Benefits?
- How Much Do I Need to Save?
- What Does the Changing Pension Landscape Mean for Retirement?
- What Is a 1035 Exchange?
- Unforgettable Birthdays
- Should You Bank Your Retirement on Your Business?
- What Is the Capital Gain Tax?
- What Is the Estate Tax?
- What Is the Gift Tax?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- What Is a Required Minimum Distribution?
- What Are the Tax Benefits of Charitable Trusts?
- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- What Are Dividends?
- What Is an Exchange-Traded Fund?
- How Are Growth and Value Stocks Different?
- How Are Mutual Funds Taxed?
- What Is Stock?
- What Are Zero-Coupon Bonds?
- Why Purchase Life Insurance?
- Why Are Annuities Considered an Insurance Product?
- What Is Property and Casualty Insurance?
- Do I Need a Business Owner Policy?
- What Is Life Insurance for Business Owners?
- What Is Split-Dollar Life Insurance?
- What Is Last-Survivor Life Insurance?
- What Is Disability Income Insurance for Business Owners?
- What Are the Basic Types of Life Insurance?
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Videos
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- 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
- Do You Know Who Your Beneficiaries Are?
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Glossary
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Quote Requests