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Newsletters

• HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
• Caught in the Middle: The Sandwich Generation
• Qualified Longevity Annuity Contracts (QLACs)
• A Quick and Dirty Guide to Credit
• HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
• Seeking Balance in a Mutual Fund
• What’s the Real Return on Your Investments?
• New Study Finds Widespread Job Loss After 50
• Calculating Key Financial Ratios
• HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
• A Steady Strategy in Turbulent Times
• College Savings: Roth or 529 Plan?
• Avoiding Probate with a Transfer-on-Death Deed
• Interest Rates and the Economy
• Steps to Executing an Exit Strategy
• HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
• SRI Investing: Not Just for Stocks
• Retirement Planning: How Secure Is Social Security?
• Watch Out for Scams That Target Businesses
• HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
• Do You Need a Power of Attorney?
• Why Americans Are Eating Out Less Than Ever
• Trusts Offer More Than Estate Tax Protection
• Clarifying Tax Deductions for Meals and Entertainment
• HOT TOPIC: Keeping an Eye on Corporate Debt
• Taking a Team Approach to Retirement Savings
• Bridging the Gap Between Retirement and Medicare Eligibility
• Estate Taxes: Should a Trust Own Your Life Insurance?
• Succession Plans Often Hinge on Reliable Valuation
• 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
• Are Your Designated Heirs Up-to-Date?
• 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?
• Know Your Mutual Funds
• Weighing a Wider Range of Health Plan Options
• 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
• Seven Classic Investing Quotes
• Social Security 101
• Choosing and Using a College Checking Account
• Dealing with Divorce
• Key Tax Breaks for Business Owners
• Risk Tolerance Is About You, Not the Market
• A Map to Guide Your Family
• Family Limited Partnerships for Estate Planning Purposes

Research Articles

• Self-Employed Retirement Plans
• Traditional IRAs
• 401(k) Plans
• Roth IRAs

Videos

• A Legacy of Love
• Building Cash
• Diversifying Assets
• IRA Wealth Maximization
• Protecting Your Business
• Protecting Your Family
• Protecting Your Partner
• Reducing Taxes
• Retaining Management

Quote Requests

• Fixed Annuity
• Life Insurance