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Videos

• Do You Know Who Your Beneficiaries Are?
• The Pros and Cons of a Big Tax Refund
• Stocks and Stock Mutual Funds 101
• The Latte Habit
• Bonds and Bond Mutual Funds 101
• Financial Planning: Helping You See the Big Picture
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• The Basics of Social Security Retirement Benefits
• 3 Potential Benefits of Dollar-Cost Averaging

Articles

• Investing
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  Types of Bonds
  Dollar-Cost Averaging
  What Investment Risks Should I Know About?
• Cash Management
  How Does Inflation Affect Me?
  College Financial Aid
  What Are Some Tips for Managing My Money?
• Risk Management
  HMOs and PPOs
  Long-Term Care Costs
  Additional Liability Coverage
  Types of Health Coverage
  Insuring Your Future
  Term Life Insurance
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  Variable Life Insurance
  Protecting Your Home
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  Business Owner Policies
  Assessing Disability Income Insurance
  Medicare Coverage
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  Disability Income Insurance for Business Owners
  Last-Survivor Life Insurance
  Auto Insurance
  Evaluating Insurance Companies
  Why Purchase Life Insurance?
  How Can I Maximize My Insurance Benefits?
  Split-Dollar Life Insurance
• Retirement
  Planning Options
  Self-Employed Retirement Plans
  Traditional IRAs
  Save Now or Save Later
  Managing Retirement Plans
  Indexed Annuities
  Future of Social Security
  Social Security Income
  Roth IRAs
  401(k) Plans
  Retirement Plan Distributions
• Estates & Trusts
  Avoiding Probate
  Charitable Remainder Trusts
  Family Limited Partnerships
  Gifting Strategies
  Controlling the Distribution
  Charitable Giving
  Living Trusts
  Paying Estate Taxes
  History of the Federal Estate Tax
  Property Ownership
  Wealth Replacement Trusts
  Benefits of A-B Trusts
  Charitable Lead Trusts
  What Key Estate Planning Tools Should I Know About?
• Tax Planning
  Tax-Free Investments
  What Is Tax Deferral?
  Tax Strategies for Retirement Plans
  Tax Deductions
  Tax-Advantaged Alternatives

Resources

Tax Library