Site Map
-
Home
-
Products & Services
-
Associates
-
Learning Center
-
Calculators
- Loan Payoff
- Home Affordability
- Mortgage Refinancing
- Mortgage Acceleration
- Credit Card Debt
- Lease Payment
- Car Affordability
- Estate Taxes
- Cost of Retirement
- Required Minimum Distributions
- Impact of Inflation
- Retirement Plan Early Distribution
- 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
- Wealth Preservation: Planning to Leave a Legacy
- Financial Protection: Using Insurance to Help Manage Life’s Risks
-
Newsletters
- HOT TOPIC: Social Security and Medicare: The Clock Is Ticking
- Locked Out? How to Break Into Today’s Housing Market
- What Is Value Investing?
- Midyear Checkup: Can You Contribute More to Your Retirement Plan?
- Taxing Social Security Benefits: Clearing the Confusion
- Teens Say Social Media Takes a Toll on Mental Health
- HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
- REITs Offer Income and Diversification
- What Is Asset-Based LTCI?
- What Can You Learn from Your Tax Return?
- Variable Annuities: Strategies to Help Counter Retirement Risks
- Goodbye Passwords, Hello Passkeys
- HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
- Be Storm Smart: How to Prepare for Extreme Weather
- The Evolution of Retirement Savings
- Don’t Overlook the Value of Social Security Survivor Benefits
- The Corporate World Is All-In on AI
- Online Shopping in the Tariff Era
- HOT TOPIC: The Iran War, the Economy, and Your Portfolio
- Foreign Stocks Outperformed in 2025
- Medicare or Medicaid?
- New Auto Loan Interest Deduction Explained
- Small Business: Coping with the End of De Minimis Imports
- Is Your Dream Kitchen a Good Investment?
- HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
- No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
- Key Retirement and Tax Numbers for 2026
- Wealthy Colleges Face Expanded Endowment Tax
- A Roadmap for Your Family
- Could an HSA Strengthen Your Retirement Strategy?
- HOT TOPIC: Geopolitics and the U.S. Financial Markets
- Keeping Cool in Volatile Markets
- Q&A on RMDs
- Don’t Take the Bait: Top Tax Scams in 2025
- Retroactive Social Security Benefits: A Chance to Turn Back Time
- Location, Location, Location: The Premium Parents Pay for Top Schools
- HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
- Key Tax Law Changes to Higher Education Coming Soon
- Strategies for Smarter Giving
- Surprise! It’s Retirement Time
- Tips to Help Preserve Your Inheritance
- Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
- HOT TOPIC: The Shutdown is Over: What Now?
- Balancing Life in the Sandwich Generation
- Beneficiary Designations: Who Gets the Money?
- Closed-End Funds May Offer Higher Income
- Life Insurance for Two
- Unpacking the Real Limitations on Unlimited PTO
- HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
- Are You Prepared for the High Cost of Dying?
- What Happens to Your Time Horizon at Retirement?
- Navigating Medicare Open Enrollment
- Consider Roth for Tax-Free Income
- Avoiding Probate with a TOD Deed and TOD Account
- HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
- Life Insurance Might Help During Turbulent Economic Times
- How Has SECURE 2.0 Affected 401(k) Plans?
- Three Ways to Help Build Financial Resilience
- Could Employee Ownership Be Part of Your Succession Plan?
- Grocery Games: Strategies to Help Stretch Your Food Budget
- HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
- Consider Munis for Tax-Free Income
- Navigating Financial Conversations with Aging Parents
- Voluntourism: A Vacation That Makes a Difference
- Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
- Why Renters Should Have Their Own Insurance
- HOT TOPIC: What’s in the New Tax Legislation?
- Have You Set a Retirement Savings Goal?
- Buying a Condo? Focus on the Financials
- Investing with Market Cap in Mind
- How Savers and Spenders Can Meet in the Middle
- Home Appliance Economics
-
Research Articles
- Midyear Outlook 2026 | July 7, 2026
- Weekly Market Commentary | June 29, 2026
- Weekly Market Commentary | June 22, 2026
- Weekly Market Commentary | June 15, 2026
- Weekly Market Commentary | June 8, 2026
- Weekly Market Commentary | June 1, 2026
- Weekly Market Commentary | May 26, 2026
- Weekly Market Commentary | May 18, 2026
- Weekly Market Commentary | May 11, 2026
- Weekly Market Commentary | May 4, 2026
- Weekly Market Commentary | April 27, 2026
- Weekly Market Commentary | April 20, 2026
- Weekly Market Commentary | April 13, 2026
- Weekly Market Commentary | April 6, 2026
- Weekly Market Commentary | March 30, 2026
- Weekly Market Commentary | March 23, 2026
- Weekly Market Commentary | March 16, 2026
- Weekly Market Commentary | March 9, 2026
- Weekly Market Commentary | March 2, 2026
- Weekly Market Commentary | February 23, 2026
- Weekly Market Commentary | February 17, 2026
- Weekly Market Commentary | February 9, 2026
- Weekly Market Commentary | February 2, 2026
- Weekly Market Commentary | January 26, 2026
- Weekly Market Commentary | January 20, 2026
- Weekly Market Commentary | January 12 2026
- Weekly Market Commentary | January 5, 2026
- Weekly Market Commentary | December 22, 2025
- Weekly Market Commentary | December 15, 2025
- Outlook 2026 | The Policy Engine
- Weekly Market Commentary | December 1, 2025
- Weekly Market Commentary | November 24, 2025
- Weekly Market Commentary | November 17, 2025
- Weekly Market Commentary | November 10, 2025
- Weekly Market Commentary | November 3, 2025
- Weekly Market Commentary | October 27, 2025
- Weekly Market Commentary | October 20, 2025
- Weekly Market Commentary | October 13, 2025
- Weekly Market Commentary | October 6, 2025
- Weekly Market Commentary | September 29, 2025
- Weekly Market Commentary | September 22, 2025
- Weekly Market Commentary | September 15, 2025
- Weekly Market Commentary | September 8, 2025
- Weekly Market Commentary | September 2, 2025
- Weekly Market Commentary | August 25, 2025
- Weekly Market Commentary | August 18, 2025
- Weekly Market Commentary | August 11, 2025
- Weekly Market Commentary | July 28, 2025
- Weekly Market Commentary | July 21, 2025
- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
- What Are the Pitfalls of Probate?
- How Can My Gift Benefit Me and the Charity?
- How Can I Control the Distribution of My Estate?
- How Will I Pay Estate Taxes?
- Can I Benefit from an A-B Trust?
- What Gifting Strategies Are Available to Me?
- How Can I Benefit from a Charitable Lead Trust?
- How Can I Benefit from a Charitable Remainder Trust?
- How Can I Benefit from a Wealth Replacement Trust?
- Could My Family Benefit from a Family Limited Partnership?
- What Is the Best Form of Property Ownership for Me?
- What Is the History of the Federal Estate Tax?
- What Is a SIMPLE?
- What Is a Roth 401(k)?
- What Is a Profit-Sharing Plan?
- What Is a Money Purchase Pension Plan?
- What Is a 403(b) Plan?
- What Is a Split-Annuity Strategy?
- How Much Do I Need to Save?
- What Does the Changing Pension Landscape Mean for Retirement?
- Unforgettable Birthdays
- Should You Bank Your Retirement on Your Business?
- What Are My Retirement Planning Options?
- Will Social Security Retire Before You Do?
- How Can I Estimate My Future Social Security Benefits?
- What Is a Self-Employed Retirement Plan?
- What Are My Retirement Plan Distribution Options?
- What Is a Traditional IRA?
- What Is a 401(k) Plan?
- How Should I Manage My Retirement Plan?
- Save Now or Save Later?
- What Is a Roth IRA?
- What Is the Capital Gain Tax?
- What Is the Estate Tax?
- What Is the Gift Tax?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- What Is a Required Minimum Distribution?
- What Are the Tax Benefits of Charitable Trusts?
- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- What Is Tax Deferral?
- How Can I Benefit from Tax-Advantaged Investments?
- What Tax Deductions Are Still Available to Me?
- What Tax-Advantaged Alternatives Are Available?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- Is There Such a Thing as a Tax-Free Investment?
- How Can I Keep More of My Mutual Fund Profits?
- How Can I Upgrade My Insurance — Tax-Free?
- What Are Dividends?
- What Is an Exchange-Traded Fund?
- How Are Growth and Value Stocks Different?
- How Are Mutual Funds Taxed?
- What Is Stock?
- What Are Zero-Coupon Bonds?
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Bond?
- What Do Bond Ratings Mean?
- What Is a Stock Index?
- How Do Mutual Funds and Stocks Differ?
- What Is a Mutual Fund?
- What Is a Closed-End Fund?
- What Is a Mutual Fund Load?
- What Investment Risks Should I Know About?
- What Are the Different Classes of Assets?
- What Is Asset Allocation?
- How Can I Save for My Child’s College Education?
- What College Investment Options Do I Have?
- What Stock and Bond Investing Alternatives Do I Have?
- What Is Dollar-Cost Averaging?
- 529 Lesson Plan: High Scores for 529 Plans
- What Are Some Tips for Managing My Money?
- How Long Will It Take to Double My Money?
- What Cash Management Tools Are Available?
- How Do Money Market Mutual Funds Work?
- How Can I Better Manage My Short-Term Cash?
- What Advantages Does a Biweekly Mortgage Offer?
- What Are Some Smart Ways to Refinance?
- What About Financial Aid for College?
- What Savings Alternatives Are Available?
- How Does Inflation Affect Me?
- Is a Home Equity Loan or Line of Credit Right for Me?
- Why Purchase Life Insurance?
- Why Are Annuities Considered an Insurance Product?
- What Is Property and Casualty Insurance?
- Do I Need a Business Owner Policy?
- What Is Life Insurance for Business Owners?
- What Is Split-Dollar Life Insurance?
- What Is Last-Survivor Life Insurance?
- What Is Disability Income Insurance for Business Owners?
- What Is Term Life Insurance?
- What Is Whole Life Insurance?
- What Is Universal Life Insurance?
- What Is Variable Life Insurance?
- What Are the Main Types of Auto Insurance?
- How Do I Make a Property Insurance Claim?
- How Can I Maximize My Insurance Benefits?
- How Can I Insure My Future?
- How Can I Protect My Home?
- Do I Need Disability Income Insurance?
- What Types of Health Coverage Are Available?
- How Can I Extend My Liability Coverage?
- What Is the Difference Between an HMO and a PPO?
- How Can I Determine the Financial Strength of My Insurance Company?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
- What Are the Basic Types of Life Insurance?
-
Videos
-
Glossary