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• Newsletters

  • January

    • HOT TOPIC: The Fed Pivots to Fight Inflation
    • 401(k) and IRA: A Combined Savings Strategy
    • Charitable Giving Can Be a Family Affair
    • Your Social Security Statement: What’s in It for You?
    • Looking Back, Looking Forward
    • Going Public: How Are Direct Listings Different from IPOs?

  • December

    • HOT TOPIC: Supply-Chain Chaos: Holiday Edition
    • Should You Speed Up Your Retirement Plans?
    • Year-End 2021 Tax Tips
    • Balancing Medicare and Work-Based Insurance
    • Is Your Business Eligible for the Research and Development Tax Credit?
    • Catalytic Converter Thefts Are on the Rise: Here’s Why

  • November

    • HOT TOPIC: The Budget and the Debt Ceiling: Round 2
    • Net Price Calculators Help Gauge College Affordability
    • Is a High-Deductible Health Plan Right for You?
    • Women Face Challenges in a Post-Pandemic World
    • Do You Have a Tax-Smart Withdrawal Strategy?
    • NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze

  • October

    • HOT TOPIC: Social Security’s Uncertain Future: What You Should Know
    • Four Reasons to Review Your Life Insurance Needs
    • Grandparent 529 Plans Get a Boost Under New FAFSA Rules
    • A Map for Your Family
    • Credit Scores Reach Record High
    • Fund Retirement and Reward Workers with a Cash Balance Plan

  • September

    • HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
    • Signs of a Scam…and How to Resist It
    • Child Tax Credit for 2021: Will You Get More?
    • A More Affordable Life Insurance Solution
    • Following the Inflation Debate
    • What a Relief! Congress Acts Against Surprise Medical Bills

  • 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

    • 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

    • 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

    • 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

• 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

    • Estate Taxes

  • Loans & Credit Cards

    • Loan Payoff
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    • Mortgage Refinancing
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    • Credit Card Debt
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  • Retirement & Inflation

    • Cost of Retirement
    • Required Minimum Distributions
    • 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

    • Federal Income Tax
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    • Roth IRA Conversion

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