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• Newsletters

  • August

    • HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
    • Don’t Let Debt Derail Your Retirement
    • International Investing: Opportunity Overseas?
    • Concerned About Inflation? Consider TIPS
    • 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
    • Pension or Lump Sum: Which Should You Choose?
    • 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?
    • Real Estate for Income and Diversification
    • 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

  • April

    • HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
    • A Financial Wellness Plan Can Help Pave the Road to Retirement
    • Four Things Investors Should Know About Stock Splits
    • All-in-One Funds: Targeting Time or Risk?
    • Working While Receiving Social Security Benefits
    • Your Business: Reasons to Keep Personal and Business Finances Separate

  • March

    • HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
    • Key Retirement and Tax Numbers for 2021
    • Are Value Stocks Poised for a Comeback?
    • Home Sweet Home Equity
    • Asset Protection: Make Sure Your Umbrella Is Big Enough
    • Is Your Home Office Also a Tax Shelter?

  • February

    • 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

  • 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
    • Income Investors May Find Closed-End Funds on Sale
    • Your Business: Could You Benefit from a Roth Conversion in 2020?

  • November

    • 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

  • October

    • Return of Premium Life Insurance: Protection and Cash Back
    • 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

  • September

    • 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

• 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
  • 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

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  • Estate Planning

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  • Retirement & Inflation

    • Cost of Retirement
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    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Retirement Portfolio Lifespan

  • Risk Management

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    • LTCI Cost of Waiting
    • Disability Income Insurance

  • Saving & Investing

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  • Taxes & IRAs

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    • Roth IRA Conversion

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