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Articles

• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  What Is Tax Deferral?
  Is There Such a Thing as a Tax-Free Investment?
  What Tax-Advantaged Alternatives Are Available?
• Risk Management
  How Can I Protect My Home?
  Why Purchase Life Insurance?
  What Is Life Insurance for Business Owners?
  How Do I Make a Property Insurance Claim?
  Am I Prepared for Long-Term Care Expenses?
  What Is Variable Life Insurance?
  What Is Whole Life Insurance?
  What Is Universal Life Insurance?
  What Is Term Life Insurance?
• Cash Management
  What About Financial Aid for College?
• Investing
  What Are the Different Classes of Assets?
  529 Lesson Plan: High Scores for 529 Plans
  Asset Allocation
  What Investment Risks Should I Know About?
  What Is Dollar-Cost Averaging?
• Estates & Trusts
  What Key Estate Planning Tools Should I Know About?
  What Are the Pitfalls of Probate?
  How Can My Gift Benefit Me and the Charity?
  How Will I Pay Estate Taxes?
  What Is the History of the Federal Estate Tax?
• Retirement
  Will Social Security Retire Before You Do?
  Save Now or Save Later?
  What Is a Roth IRA?
  What Are My Retirement Planning Options?
  What Is a Self-Employed Retirement Plan?
  What Is an Indexed Annuity?
  What Is a Traditional IRA?
  What Is a 401(k) Plan?

Tax Library

Videos

• Do You Know Who Your Beneficiaries Are?
• The Pros and Cons of a Big Tax Refund
• The Latte Habit
• 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