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Videos

• Do You Know Who Your Beneficiaries Are?

Articles

• Tax Planning
  Tax Strategies for Retirement Plans
  Tax Deductions
  What Is Tax Deferral?
  Is There Such a Thing as a Tax-Free Investment?
  What Tax-Advantaged Alternatives Are Available?
• Risk Management
  What Is the Difference Between an HMO and a PPO?
  Why Purchase Life Insurance?
  What Is Property and Casualty Insurance?
  What Is Split-Dollar Life Insurance?
  Do I Need Disability Income Insurance?
  What Does Medicare Cover?
  Do I Need a Business Owner Policy?
  What Is Disability Income Insurance for Business Owners?
  What Is Life Insurance for Business Owners?
  How Do I Make a Property Insurance Claim?
  What Is Last-Survivor Life Insurance?
  How Can I Protect My Home?
  How Can I Extend My Liability Coverage?
  How Can I Determine the Financial Strength of My Insurance Company?
  Am I Prepared for Long-Term Care Expenses?
  How Can I Maximize My Insurance Benefits?
  What Are the Main Types of Auto Insurance?
  What Types of Health Coverage Are Available?
  What Is Variable Life Insurance?
  How Can I Insure My Future?
  What Is Whole Life Insurance?
  What Is Universal Life Insurance?
  What Is Term Life Insurance?
• Cash Management
  What About Financial Aid for College?
  How Does Inflation Affect Me?
  What Are Some Tips for Managing My Money?
• Investing
  What Is a Bond?
  What Are the Different Classes of Assets?
  529 Lesson Plan: High Scores for 529 Plans
  Asset Allocation
  What Investment Risks Should I Know About?
  What Is a Stock Index?
  What Types of Bonds Are Available?
  What Do Bond Ratings Mean?
  What College Investment Options Do I Have?
  What Is Dollar-Cost Averaging?
• Estates & Trusts
  What Key Estate Planning Tools Should I Know About?
  Could My Family Benefit from a Family Limited Partnership?
  What Gifting Strategies Are Available to Me?
  What Are the Pitfalls of Probate?
  How Can My Gift Benefit Me and the Charity?
  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?
  What Is the Best Form of Property Ownership for Me?
  How Can I Control the Distribution of My Estate?
  How Will I Pay Estate Taxes?
  What Is the History of the Federal Estate Tax?
  Can I Benefit from an A-B Trust?
• Retirement
  Save Now or Save Later?
  What Is a Roth IRA?
  What Are My Retirement Planning Options?
  What Is a Self-Employed Retirement Plan?
  What Is a Traditional IRA?
  Retirement Plan Distributions
  Will Social Security Retire Before You Do?
  How Should I Manage My Retirement Plan?
  What Is an Indexed Annuity?
  What Is a 401(k) Plan?
  How Can I Estimate My Future Social Security Benefits?

Resources

Tax Library