Latest Articles

Retirement

• Introducing the 530A Accounts
• 9 Facts About Retirement
• What to Expect in Your First Year of Retirement
• Social Security: Maximizing Benefits
• Who Is Your Trusted Contact?
• First Year of Retirement: What to Expect
• Conquering Retirement Challenges for Women
• Deciding When to Take Social Security
• Women on the Rise
• Choosing a Retirement Plan that Fits Your Business

Estate

• Problems with Probate
• Four Steps to Valuing an Estate
• Intellectual Property and Your Estate
• Estate Strategies of the Rich and Famous
• How Often Should You Update Your Estate Strategy?
• Estate Management Checklist
• A Brief History of Estate Taxes
• Steps to Protecting a Child with Disabilities
• Yours, Mine, and Ours: Estate Strategies for Second Marriages
• A Living Trust Primer

Investment

• The Utility of Sector Investing
• The Anatomy of an Index
• Alternative Investments - Going Mainstream
• The Threat of Identity Theft
• A Primer on Dividends
• A Taxing Story: Capital Gains and Losses
• Inflation & Your Money
• TIPS for Inflation
• How Stocks Work
• Mutual Funds vs. ETFs

Insurance

• Keeping Summer Safe: Pool and Spa Safety Tips
• Teen Drinking and Your Liability
• Making Sense Of A Home Warranty
• The Cost of Medical Care
• What to Look for in an Extended-Care Policy
• Inventorying Your Possessions
• When Life Insurance Becomes Taxable
• Understanding Extended Care
• Assess Life Insurance Needs
• The A, B, C, & D of Medicare