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Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
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• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Personal Inflation Rate
• 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

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

Newsletters

• HOT TOPIC: What Are the Costs of the Government Shutdown?
• Need to Tap Your 401(k)? Proceed with Care
• Looking Back, Looking Ahead
• Getting Real About Retirement
• Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
• A Business Plan Can Be Your Guide to Growth
• HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
• ABLE Accounts for Disability Expenses
• Are Your Designated Heirs Up-to-Date?
• Consider a Customized Disability Policy
• Technology Trend: How Blockchain Could Impact the Future
• Some Small Companies Facing Tariff Troubles
• HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
• Competing Goals: Pay Off Student Loans or Save for Retirement?
• Low-Volatility Strategies for a Less Stressful Ride
• Know Your Mutual Funds
• Insurance Strategies: Giving Old Life Insurance a New Purpose
• Weighing a Wider Range of Health Plan Options
• HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?
• Is a Roth 401(k) Right for You?
• Community Property Laws: Yours, Mine, and Ours
• Help with College: A Gift for Your Grandkids
• Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
• Reviewing Business Structure in Light of Tax Changes
• HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis
• Seven Classic Investing Quotes
• Social Security 101
• Choosing and Using a College Checking Account
• Dealing with Divorce
• Key Tax Breaks for Business Owners
• HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
• Risk Tolerance Is About You, Not the Market
• Insurance with Potential Cash Value
• Inflation Protection for Investment Dollars
• A Map to Guide Your Family
• Family Limited Partnerships for Estate Planning Purposes
• HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
• ETFs on the Rise
• An Affordable Insurance Solution
• Oil Prices and the Economy
• Equity REITs and Rising Rates
• Reward Workers and Fund Retirement with a Cash Balance Plan
• Indexed Annuities: Potential Gain with Some Downside Protection
• New Tax Law Expands 529 Savings Plans
• Good News, Bad News for Boomer Retirement
• Making Sense of Bond Behavior
• Two Technology Trends to Help Power Growth
• HOT TOPIC — Wage Growth: Watching for a Tipping Point
• Is Smart Beta for You?
• Rules of the Rollover
• Chained CPI and Your Taxes
• Beyond Medicare: What Are Your Options?
• New Tax Breaks for Pass-Through Entities
• A New Look at Old Retirement Savings Guidelines
• Where There's a Will…
• The Cost of Caregiving
• A Steady Strategy
• Time to Hire? Consider the Pros and Costs
• Dividend Investing: Small Payments Can Boost Returns
• Pick Your Plastic: Debit or Credit?
• Income for the Long Run
• Guard Against Growing Cybersecurity Threats
• Four Financial Numbers You Should Know
• Phasing Out…or Practice Makes Perfect
• Do You Need an Umbrella?
• Going Public
• Preparing to Withstand the Loss of Key Players

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
• SIMPLE IRAs
• Stretch IRAs
• IRA Rollover
• Roth 401(k)
• Profit-Sharing Plans
• Money Purchase Pension Plans
• 403(b) Plans
• Why Purchase Annuities
• Split-Annuity Strategy
• Annuity Living Benefits
• How Much Do I Need to Save?
• A New Chapter for Retirement
• 1035 Exchanges
• Unforgettable Birthdays
• Your Business and Retirement
• 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
• Capital Gain Tax
• Estate Tax
• Gift Tax
• Retirement Plan Limits
• Required Minimum Distributions
• Charitable Trust Tax Benefits
• Retirement Plan Taxes
• Withdrawing Before Age 59.5
• Tax Deferral
• Tax-Advantaged Investments
• Tax Deductions
• Tax-Advantaged Alternatives
• Tax Strategies for Retirement Plans
• Tax-Free Investments
• Mutual Fund Profits
• Tax-Free Insurance Upgrades
• Dividends
• Exchange-Traded Funds
• Growth Stocks vs. Value Stocks
• Mutual Fund Taxes
• Stock
• Zero-Coupon Bonds
• Diversification
• Types of Bonds
• Bonds
• Bond Ratings
• Stock Indexes
• Mutual Funds vs. Stocks
• Mutual Funds
• Closed-End Funds
• Mutual Fund Loads
• Annuities
• Fixed vs. Variable Annuities
• Investment Risks
• Asset Classes
• Asset Allocation
• College Savings Plans
• College Investment Options
• Stock and Bond Investing Alternatives
• Dollar-Cost Averaging
• 529 Plans
• Cash Management Basics
• Doubling Your Money
• Cash Management Tools
• Money Market Funds
• Managing Cash
• Biweekly Mortgages
• Reverse Mortgages
• Smart Financing Ideas
• College Financial Aid
• Savings Alternatives
• Effects of Inflation
• Home Equity Loans
• Why Purchase Life Insurance
• Annuities as an Insurance Product
• 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
• Types of Life Insurance

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• Inflation: The Sneaky Thief
• How Pre-Tax Contributions Affect Your Paycheck
• 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
• Wage Growth: Watch for a Tipping Point
• Trade Tariffs
• The Retirement Income Factor
• American Tax Burden
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• Protecting Your Dependents with Life Insurance
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?
• Bringing Up Baby

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Group Health
• Life Insurance
• Individual Health
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
• Charting
• Portfolios

Flipbooks