All Articles
Retirement
- What Is an Annuity?
- 9 Facts About Retirement
- 9 Facts About Social Security
- The Cost of Procrastination
- Healthcare Costs in Retirement
- When Should You Take Social Security
- Traditional vs. Roth IRA
- Split Annuity Strategy
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- How Will Working Affect Social Security Benefits?
- Immediate vs. Deferred Annuities
- Women and Financial Strategies
- Caring for Aging Parents
- What's So Great About a Rollover?
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Systematic Withdrawals in Retirement
- Retirement Income and the Traditional Portfolio
- Your Changing Definition of Risk in Retirement
- A Bucket Plan to Go with Your Bucket List
- Choosing a Retirement Plan that Fits Your Business
- Is a SEP-IRA Right for Your Business?
- Orchestrating Your Retirement Accounts
- Inflation - Back to the Future
- Money that Buys Good Health is Never Ill Spent
- Certain Uncertainties in Retirement
- Thinking of Retiring Abroad?
- Should You Borrow from Your 401(k)?
- Volunteering in Retirement
- Social Security: Maximizing Benefits
- Social Security: Five Facts You Need to Know
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- Is a Variable Annuity Right for Me?
- Three Key Questions to Answer Before Taking Social Security
- Eight Mistakes That Can Upend Your Retirement
- Does Your Portfolio Fit Your Retirement Lifestyle?
- What's New for Social Security?
- Retirement Traps to Avoid
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- Women on the Rise
- How Women Can Prepare For Retirement
- Retirement Realities
- Why Medicare Should Be Part of Your Retirement Strategy
- How Retirement Spending Changes With Time
- Helpful Retirement Strategies for Women
- A Meal for All Generations
- Who Is Your Trusted Contact?
- Starting a Roth IRA for a Teen
- Retirement Seen Through Your Eyes
- Saving Early & Letting Time Work For You
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
Investment
- The Business Cycle
- A Look at Diversification
- Inflation & Your Money
- Mutual Funds vs. ETFs
- Value vs. Growth Investing
- Rebalancing Your Portfolio
- Estimating the Cost of College
- TIPS for Inflation
- Types of Stock Market Analysis
- Best-Performing Asset Classes
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- Required Reading: The Economic Report of the President
- Getting a Head Start on College Savings
- A Decision Not Made Is Still a Decision
- The Great Debate Continues: Active vs. Passive
- All Muni Bonds Are Not Created Equal
- A Taxing Story: Capital Gains and Losses
- The ABCs of Zero Coupon Bonds
- The Ivory Tower Changes Wall Street
- Earnings for All Seasons
- Investing with Your Heart
- The Anatomy of an Index
- The Utility of Sector Investing
- The Investment Risk No One’s Ever Heard Of
- Alternative Investments - Going Mainstream
- Don’t Be Your Own Worst Enemy
- Investment Challenges of the Affluent Investor
- Four Really Good Reasons to Invest
- How Financial Professionals Are Compensated
- What’s Your Investment IQ?
- You Would Rather Be...
- How to Invest in LGBTQ+ Friendly Companies
- Pullbacks, Corrections, and Bear Markets
- Investing for Impact
- How to Conquer the World - 5 Financial Strategies for Savvy Single Women
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Diversification, Patience, and Consistency
- The Sequence of Returns
- Risk Perspective
- Are You Ready for Your Portfolio to Make a Difference?
Estate
- Critical Estate Documents
- Estate Management Checklist
- And the Executor Is
- Put It in a Letter
- Will Power
- A Brief History of Estate Taxes
- Trends in Charitable Giving
- Problems with Probate
- Succeeding at Business Succession
- What is the Value of Your Business?
- Choosing a Business Structure
- Understanding the Alternate Valuation Date
- 4 Steps to Protecting a Child with Disabilities
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- Tips for Finding Care for Your Disabled Child
- Revising Estate Strategy Assumptions
- Yours, Mine, and Ours: Estate Strategies for Second Marriages
- Four Reasons Millennials Need an Estate Strategy
- Four Steps to Valuing an Estate
- When Heirs are Imperfect
- Test Your Estate Strategy Knowledge
- Why Everyone Needs an Estate Strategy
- A Checklist for When a Spouse or Parent Passes
- Managing an Inheritance
Money
- Spotting Credit Trouble
- How Does Your Credit Score Compare?
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- Buying vs. Leasing a Car
- Your Emergency Fund: How Much Is Enough?
- What to Look for in Personal Finance Apps
- Password Protection Strategies
- A Penny Saved is Two Pennies Earned
- The Economic Journey of Your Morning Coffee
- Countering Counterfeit Currency
- Weighing the Benefits of Prepaid Debit Cards
- The Half Million Dollar Baby
- The Lowdown on Those Free Credit Scores
- Strategies For Managing Student Loan Debt
- Budgeting After a Divorce
- The History of Currency
- How Big is Money?
- The Five Basics of Financial Literacy
- Data Thieves from Outer Space
- Year-End Charitable Gifting and You
- Mortgages in Retirement
- The Average American Budget
- Building a Solid Financial Foundation
- Managing Money as a Couple
- Making a Charitable Contribution
- Exploring the Federal Student Grant Program
Tax
- How Income Taxes Work
- What Do Your Taxes Pay For?
- What If You Get Audited?
- What Is a 1035 Exchange?
- Do You Owe The AMT?
- How to Make the Tax Code Work for You
- Tax Deductions You Won't Believe
- Donating Art: Taxation Abstraction
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- Five Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Tax Rules When Selling Your Home
- Filing Final Tax Returns for the Deceased
- Tax & Estate Strategies for Married LGBTQ+ Couples
Insurance
- Assess Life Insurance Needs
- A Look at Whole Life Insurance
- Is Term Life Insurance for You?
- Universal Life Insurance
- Variable Universal Life Insurance
- What to Look for in an Extended-Care Policy
- Understanding Extended Care
- Keep Your Umbrella Handy
- Disability and Your Finances
- Term vs. Permanent Life Insurance
- Insuring Your Business With a Buy/Sell Agreement
- Protecting Your Business from the Loss of a Key Person
- Can Group, Private Disability Policies Work Together?
- Planning for the Expected
- Understanding the Basics of Medigap Policies
- What You Should Do About Insurance Following a Divorce
- When to Self-Insure
- When Does Your Personal Car Become a Commercial Vehicle?
- The ABC’s of Auto Insurance
- Understanding Homeowner’s Insurance
- Insuring Your Business Against Cyber Liability
- An Overview of Renter’s Insurance
- Protecting Your Home Against Flood Loss
- A Brief Guide To Condo Insurance
- Making Sense Of A Home Warranty
- Buying Auto Insurance For Teen Drivers
- Retiree Health Care Coverage Overseas
- A Home Insurance Claim: To File Or Not To File
- The Value of Insuring Against Life’s Risks
- Insurance Needs Assessment: When You're Newly Married
- Insurance Needs Assessment: When You're Young and Single
- Insurance Needs Assessment: Married With Children
- Insurance Needs Assessment: For Empty Nesters and Retirees
- Protection Against Uninsured Drivers
- The Most Overlooked Item of Any Home Improvement
- When Life Insurance Becomes Taxable
- Social Media: #NewestBusinessLiabilityRisk
- Keeping Summer Safe: Pool and Spa Safety Tips
- Insuring Your Second Home
- Directors and Officers Liability Insurance
- Inventorying Your Possessions
- Fallen Tree Damage—Who Pays?
- Gun Ownership and Your Homeowners Policy
- Does Your Credit Score Affect Your Insurance Rates?
- Errors and Omissions Insurance
- How Insurance Deductibles Work
- Test Your Life Insurance Knowledge
- Teen Drinking and Your Liability
- Gap Insurance for Leased Cars
- Dog Bites Neighbor. Now What?
- Silver Sneakers 101
- Medicare Advantage 101
- The Cost of Medical Care
- The A, B, C, & D of Medicare
- The Basics of Medicare
- Questions to Ask About Medicare
- Medicare At 65+
- Qualifying For Medicare Under Age 65
- Medicare vs. Medicaid
- Breaking Down the Parts of Medicare
- Medicare Advantage Plans (Medicare Part C)
- Prescription Drug Benefits Under Medicare (Part D)
- Ways to Supplement Your Medicare Coverage
- Replacing Your Medicare Card
- Consider Keeping Your Life Insurance When You Retire
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- Fixed or Variable Mortgage, Which Should You Pick?
- To Catch a Thief
- A House Divided
- Healthy Body, Healthy Pocketbook
- Do Your Kids Know The Value of a Silver Spoon?
- Countdown to College
- Putting a Price Tag On Your Health
- Crowdfunding—Capital for the 21st Century
- Prevent a Rift: Money Tips for Newlyweds
- Personal Finance Tips for Military Families
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Saving on Subscription Service Costs
- Stop Wasting Money
- Please Leave Home Without It
- Changing Unhealthy Behaviors
- Debt Stress
- Avoiding Cognitive Decline
- Raising Healthy Children
- Good Health is Good Business
- Money Draining Food Myths
- Building Your Legacy
- Creative Ways to Motivate Your Employees
- Keeping Good Records is Good Business
- Mastering Mobile Lingo
- Four Great, Unexpected Places to Raise a Family
- Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
- Travel, Without the Baggage
- The Best Apps in Travel
- 5 Things That Seasoned Travelers Are Doing (That You're Not)
- Financial Aid for Students 101
- The Three Keys to a Great Password
- Pickleball in Retirement
- Retiring Wild: National Parks and You
- How to Support Local Businesses During a Pandemic
