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- Time to Get Tax-Savvy: Managing Your Tax Burden
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- HOT TOPIC: Rising Inflation: Where Will It Go from Here?
- Real Estate for Income and Diversification
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- Portfolios Get Personal: Growing Interest in Socially Responsible Investing
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- HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
- A Financial Wellness Plan Can Help Pave the Road to Retirement
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- Working While Receiving Social Security Benefits
- Your Business: Reasons to Keep Personal and Business Finances Separate
- HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
- Key Retirement and Tax Numbers for 2021
- Are Value Stocks Poised for a Comeback?
- Home Sweet Home Equity
- Asset Protection: Make Sure Your Umbrella Is Big Enough
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- HOT TOPIC: Pandemic Relief Measures and Your Tax Return
- Sequence Risk: Preparing to Retire in a Down Market
- Watch Out for These Financial Pitfalls in the New Year
- New Fed Policy Suggests Low Rates for the Long Term
- When You Can’t Speak for Yourself
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- HOT TOPIC: Revisiting the 4% Rule
- Five Tips to Regain Your Retirement Savings Focus in 2021
- Money Market Funds in a Low Rate Environment
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- Gift vs. Inheritance: Consider the Tax Difference
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- HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
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- Putting Your Nest Egg in Three Baskets
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- Your Business: Could You Benefit from a Roth Conversion in 2020?
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- Passive, Active, or Both?
- Your Estate: Have You Looked at These Legal Documents Lately?
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- Return of Premium Life Insurance: Protection and Cash Back
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- HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
- Debit or Credit? Pick a Card
- Consider a Roth Conversion for Tax-Free Income
- Turbulent Times: Bear Markets Come and Go
- Indexed Annuities: A Strategy to Turn Savings into Retirement Income
- Crisis Relief: Financial Lifelines for Affected Workers
- Mid-Year Is a Great Time to Fine-Tune Your Finances
- Four Questions on the Roth Five-Year Rule
- Playing Defense: Three Stock Strategies to Help Control Risk
- The Beige Book: A Timely Economic Read
- Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
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Research Articles
- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
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- How Can I Benefit from a Wealth Replacement Trust?
- Could My Family Benefit from a Family Limited Partnership?
- What Is the Best Form of Property Ownership for Me?
- History of the Federal Estate Tax
- What Is a SEP IRA?
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- What Is an IRA Rollover?
- What Is a Roth 401(k)?
- What Is a Profit-Sharing Plan?
- What Is a Money Purchase Pension Plan?
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- Why Do People Buy Annuities?
- What Is a Split-Annuity Strategy?
- What Are Annuity Living Benefits?
- How Much Do I Need to Save?
- A New Chapter for Retirement
- What Is a 1035 Exchange?
- Unforgettable Birthdays
- Don’t Bank Your Retirement on Your Business
- What Are My Retirement Planning Options?
- Will Social Security Retire Before You Do?
- Social Security Income
- What Is a Self-Employed Retirement Plan?
- What Is an Indexed Annuity?
- Retirement Plan Distributions
- What Is a Traditional IRA?
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- How Should I Manage My Retirement Plan?
- Save Now or Save Later?
- What Is a Roth IRA?
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- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
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- What Are the Tax Benefits of Charitable Trusts?
- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- What Is Tax Deferral?
- How Can I Benefit from Tax-Advantaged Investments?
- What Tax Deductions Are Still Available to Me?
- What Tax-Advantaged Alternatives Do I Have?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- Is There Such a Thing as a Tax-Free Investment?
- How Can I Keep More of My Mutual Fund Profits?
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- United States Tax History
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- What Is a Bond Ladder?
- Common Stock vs Preferred Stock
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- How Do Mutual Funds and Stocks Differ?
- What Is a Mutual Fund?
- What Is a Closed-End Fund?
- What Is a Mutual Fund Load?
- What Is an Annuity?
- What Is the Difference Between a Fixed Annuity and a Variable Annuity?
- What Investment Risks Should I Know About?
- What Are the Different Classes of Assets?
- What Is Asset Allocation?
- How Can I Save for My Child’s College Education?
- What College Investment Options Do I Have?
- What Stock and Bond Investing Alternatives Do I Have?
- What Is Dollar-Cost Averaging?
- 529 Lesson Plan: High Scores for 529 Plans
- What Are Some Tips for Managing My Money?
- How Long Will It Take to Double My Money?
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- How Can I Better Manage My Short-Term Cash?
- What Advantages Does a Biweekly Mortgage Offer?
- What Is a Reverse Mortgage?
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- 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?
- Why Are Annuities Considered an Insurance Product?
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- Life Insurance for Business Owners
- What Is Split-Dollar Life Insurance?
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- Disability Income Insurance for Business Owners
- What Is Term Life Insurance?
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- What Are the Main Types of Auto Insurance?
- Making a Property Insurance Claim
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- What Is the Difference Between an HMO and a PPO?
- How Can I Determine the Financial Strength of My Insurance Company?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
- How Likely Am I to Need Long-Term Care?
- What Are the Basic Types of Life Insurance?
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