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Associates

• Barbara Becker
• Jim Boyce
• Elliott Friedman
• Ron LaBella
• Ralph Marchionda
• Richard Pinder
• Geoff Wright

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Car Affordability
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Portfolio Lifespan
• IRA Eligibility
• Roth IRA Conversion
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting

Flipbooks

• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
• Will You Pay a Medicare Surcharge?
• Fine-Tuning with Sector Funds
• Peer-to-Peer Payments Are Popular, but Be Careful
• Individual Bonds vs. Bond Funds: What’s the Difference?
• Important Tax Breaks for Pass-Through Businesses
• Versatile 529 Plans Can Help with More than Just College
• Catch Up for a More Comfortable Retirement
• HOT TOPIC: Tariffs Drive Market Volatility
• HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
• Could There Be a Shift from Growth to Value?
• What’s New for 2025?
• Is Tip Fatigue Wearing You Out?
• Eight Ideas for Smarter Holiday Shopping
• If You Don’t Have a Will Yet, Why Not?
• HOT TOPIC: Should You Worry About Market Volatility?
• Mixing It Up: Asset Allocation and Diversification

Research Articles

• 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?
• Can I Benefit from an A-B Trust?
• What Is the Best Form of Property Ownership for Me?
• What Is a 403(b) Plan?
• What Are Annuity Living Benefits?
• How Much Do I Need to Save?
• Will Social Security Retire Before You Do?
• How Can I Estimate My Future Social Security Benefits?
• 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?
• How Can I Benefit from Tax-Advantaged Investments?
• What Is an Exchange-Traded Fund?
• What Is Diversification?
• How Do Mutual Funds and Stocks Differ?
• What Investment Risks Should I Know About?
• What Is Dollar-Cost Averaging?
• 529 Lesson Plan: High Scores for 529 Plans
• What Are Some Tips for Managing My Money?
• 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?
• What Is Term Life Insurance?
• 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

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• Do You Know Who Your Beneficiaries Are?

Glossary

Quote Requests

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