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Cash Management Basics

Doubling Your Money

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Managing Cash

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Smart Financing Ideas

College Financial Aid

Savings Alternatives

Effects of Inflation

Home Equity Loans

Estate Planning

Living Trusts

Avoiding Probate

Charitable Giving

Preserving My Estate

Controlling the Distribution

Paying Estate Taxes

Benefits of A-B Trusts

Gifting Strategies

Charitable Lead Trusts

Charitable Remainder Trusts

Wealth Replacement Trusts

Family Limited Partnerships

Property Ownership

History of the Federal Estate Tax

Dividends

Exchange-Traded Funds

Growth Stocks vs. Value Stocks

Mutual Fund Taxes

Stock

Zero-Coupon Bonds

Diversification

Types of Bonds

Bonds

Bond Ratings

Stock Indexes

Mutual Funds vs. Stocks

Mutual Funds

Closed-End Funds

Mutual Fund Loads

Annuities

Fixed vs. Variable Annuities

Investment Risks

Asset Classes

Asset Allocation

College Savings Plans

College Investment Options

Stock and Bond Investing Alternatives

Dollar-Cost Averaging

529 Plans

SEP IRAs

SIMPLE IRAs

Stretch IRAs

IRA Rollover

Roth 401(k)

Profit-Sharing Plans

Money Purchase Pension Plans

403(b) Plans

Why Purchase Annuities

Split-Annuity Strategy

Annuity Living Benefits

How Much Do I Need to Save?

A New Chapter for Retirement

1035 Exchanges

Unforgettable Birthdays

Your Business and Retirement

Planning Options

Future of Social Security

Social Security Income

Self-Employed Retirement Plans

Indexed Annuities

Retirement Plan Distributions

Traditional IRAs

401(k) Plans

Managing Retirement Plans

Save Now or Save Later

Roth IRAs

Why Purchase Life Insurance

Annuities as an Insurance Product

Property and Casualty Insurance

Business Owner Policies

Life Insurance for Business Owners

Split-Dollar Life Insurance

Last-Survivor Life Insurance

Disability Income Insurance for Business Owners

Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Variable Life Insurance

Auto Insurance

Insurance Claims

Maximizing Your Insurance Benefits

Insuring Your Future

Protecting Your Home

Assessing Disability Income Insurance

Types of Health Coverage

Additional Liability Coverage

HMOs and PPOs

Evaluating Insurance Companies

Long-Term Care Costs

Medicare Coverage

Long-Term-Care Needs

Types of Life Insurance

Capital Gain Tax

Estate Tax

Gift Tax

Retirement Plan Limits

Required Minimum Distributions

Charitable Trust Tax Benefits

Retirement Plan Taxes

Withdrawing Before Age 59.5

Tax Deferral

Tax Deductions

Tax-Advantaged Alternatives

Tax Strategies for Retirement Plans

Tax-Free Investments

Mutual Fund Profits

Tax-Free Insurance Upgrades

United States Tax History

HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding

Bonds Can Offer Stability Even with Rising Rates

SRI Investing: Not Just for Stocks

Be Aware of Observation Care

Retirement Planning: How Secure Is Social Security?

Watch Out for Scams That Target Businesses

HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019

Do You Need a Power of Attorney?

Why Americans Are Eating Out Less Than Ever

Trusts Offer More Than Estate Tax Protection

Considering Preferreds? Proceed with Caution

Clarifying Tax Deductions for Meals and Entertainment

HOT TOPIC: Keeping an Eye on Corporate Debt

Taking a Team Approach to Retirement Savings

IPOs: Consider the Risks Behind the Hype

Bridging the Gap Between Retirement and Medicare Eligibility

Estate Taxes: Should a Trust Own Your Life Insurance?

Succession Plans Often Hinge on Reliable Valuation

HOT TOPIC: What Are the Costs of the Government Shutdown?

Need to Tap Your 401(k)? Proceed with Care

Looking Back, Looking Ahead

Getting Real About Retirement

Seeking Synergy: Why Mergers and Acquisitions Matter to Investors

A Business Plan Can Be Your Guide to Growth

HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019

ABLE Accounts for Disability Expenses

Are Your Designated Heirs Up-to-Date?

Consider a Customized Disability Policy

Some Small Companies Facing Tariff Troubles

HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?

Competing Goals: Pay Off Student Loans or Save for Retirement?

Low-Volatility Strategies for a Less Stressful Ride

Know Your Mutual Funds

Insurance Strategies: Giving Old Life Insurance a New Purpose

Weighing a Wider Range of Health Plan Options

HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?

Is a Roth 401(k) Right for You?

Community Property Laws: Yours, Mine, and Ours

Help with College: A Gift for Your Grandkids

Health Savings Account: Funding an HSA Could Help You Prepare for Retirement

Reviewing Business Structure in Light of Tax Changes

HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis

Seven Classic Investing Quotes

Social Security 101

Choosing and Using a College Checking Account

Dealing with Divorce

Key Tax Breaks for Business Owners

Risk Tolerance Is About You, Not the Market

Insurance with Potential Cash Value

Inflation Protection for Investment Dollars

A Map to Guide Your Family

Family Limited Partnerships for Estate Planning Purposes

ETFs on the Rise

An Affordable Insurance Solution

Oil Prices and the Economy

Equity REITs and Rising Rates

Reward Workers and Fund Retirement with a Cash Balance Plan

Indexed Annuities: Potential Gain with Some Downside Protection

New Tax Law Expands 529 Savings Plans

Good News, Bad News for Boomer Retirement

Making Sense of Bond Behavior

Two Technology Trends to Help Power Growth

Is Smart Beta for You?

Rules of the Rollover

Chained CPI and Your Taxes

Beyond Medicare: What Are Your Options?

New Tax Breaks for Pass-Through Entities

Net Worth

Estate Taxes

Loan Payoff

Mortgage Refinancing

Credit Card Debt

Lease Payment

Car Affordability

Cost of Retirement

Required Minimum Distributions

Retirement Plan Early Distribution

Personal Inflation Rate

Retirement Portfolio Lifespan

Life Insurance

Long-Term Care Self Insurance

LTCI Cost of Waiting

Disability Income Insurance

College Funding

Taxable Equivalent Yield

Tax-Deferred Savings