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Resources

Tax Library

Articles

• Risk Management
  Split-Dollar Life Insurance
  Life Insurance for Business Owners
  Business Owner Policies
  Last-Survivor Life Insurance
  Long-Term Care Costs
  Auto Insurance
  Additional Liability Coverage
  Evaluating Insurance Companies
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  Insuring Your Future
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  Variable Life Insurance
  Protecting Your Home
  How Can I Maximize My Insurance Benefits?
• Investing
  College Investment Options
  Dollar-Cost Averaging
  Asset Allocation
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  Stock Indexes
  Types of Bonds
  What Investment Risks Should I Know About?
• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  Tax-Advantaged Alternatives
  Tax-Free Investments
  What Is Tax Deferral?
• Estates & Trusts
  Paying Estate Taxes
  Avoiding Probate
  Charitable Remainder Trusts
  Property Ownership
  Wealth Replacement Trusts
  Family Limited Partnerships
  Benefits of A-B Trusts
  Gifting Strategies
  Charitable Lead Trusts
  Controlling the Distribution
  Charitable Giving
  Living Trusts
  What Key Estate Planning Tools Should I Know About?
• Retirement
  Planning Options
  Self-Employed Retirement Plans
  Save Now or Save Later
  401(k) Plans
  Managing Retirement Plans
  Indexed Annuities
  Retirement Plan Distributions
  Future of Social Security
  Social Security Income
• Cash Management
  How Does Inflation Affect Me?
  What Are Some Tips for Managing My Money?

Videos

• Do You Know Who Your Beneficiaries Are?
• The Pros and Cons of a Big Tax Refund
• The Basics of Social Security Retirement Benefits
• Stocks and Stock Mutual Funds 101
• The Latte Habit
• 3 Potential Benefits of Dollar-Cost Averaging
• Bonds and Bond Mutual Funds 101
• Financial Planning: Helping You See the Big Picture
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional