Newsletters

Personal Finance
Business Owner
Education Planning
Estate Planning
Government Benefits
Investment Planning
Protection Planning
Retirement Planning
Special Situations
Tax Planning

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Personal Finance

Financial Planning - Helping you See the Big Picture
Fixed vs. Adjustable Rate Mortgages
Protect Yourself against Identity Theft
Recovering from Identity Theft
Should You Pay Off Your Mortgage or Invest?
Buying a Home

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Business Owner

Business Succession Planning
Retirement Plans for Small Businesses
Family Business Succession Planning
Business Succession Planning

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Education Planning

529 College Savings Plans
Education Tax Credits and Deductions
Financial Aid 101
How Grandparents Can Help Grandchildren with College Costs
Saving for College
529 Plans and Estate Planning
Financial Aid for College
Saving for College (Presentation)

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Estate Planning

Charitable Giving
Estate Planning Key Numbers
Estate Tax Repeal - Update
Family Limited Partnership (FLP) or Limited Liability Company (FLLC)
Grantor Retained Annuity Trust (GRAT)
Income in Respect of a Decedent
Irrevocable Life Insurance Trust (ILIT)
Key Estate Planning Documents You Need
Leaving a Legacy
Planning for Incapacity
Qualified Personal Residence Trust (QPRT)
Trust Basics
Asset Protection
Basic Estate Planning
Charitable Giving (Presentation)
Estate Tax
Life Insurance and Estate Tax
Lifetime Transfers To Children
Planning for Incapacity (Presentation)
Charitable Lead Trust
Charitable Remainder Trust
Credit Shelter Trust
Domestic Self-Settled Spendthrift Trust
Donor-Advised Fund
Dynasty Trust
Private Family Foundations
Qualified Terminable Interest Property (QTIP) Trust
Revocable Living Trust

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Government Benefits

How Secure Is Social Security?
Medicare Prescription Drug Coverage
Myths and Facts about Social Security
Social Security: What Should You Do at Age 62?
The Deficit Reduction Act of 2005
Planning for Social Security (Presentation)

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Investment Planning

Balancing Your Investment Choices with Asset Allocation
Beyond Traditional Asset Classes: Exploring Alternatives
Bonds, Interest Rates, and the Impact of Inflation
Concentrated Stock Positions: Considerations and Strategies
Equity-Indexed Annuities
Exchange-Traded Funds: Do They Belong in Your Portfolio?
Growth vs. Value: What's the Difference?
Handling Market Volatility
Inflation-Fighting TIPS
Monitoring Your Portfolio
Monte Carlo Analysis
Separately Managed Accounts: Tailored to Suit You
Setting and Targeting Investment Goals
The ABCs of Mutual Fund Share Classes
The Power of Dividends in a Portfolio
Top Year-End Investment Tips
Understanding Bond Yields and the Yield Curve
Weighing the Choice between Taxable and Tax-Free bonds
Comparing Bond Yields (Presentation)
Investing Basics (Presentation)
The Impact of Inflation (Presentation)

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Protection Planning

Five Questions about Long-Term Care
Fixed Annuities
Get More Income from an Impaired Risk Immediate Annuity
Group Disability Insurance
Health Savings Accounts: Are They Just What the Doctor Ordered?
Life Insurance Riders that Pay for Long-Term Care
Protecting Your Loved Ones with Life Insurance
Variable Annuities
Why I Don't Want to Buy Life Insurance
Disability Insurance Basics (Presentation)
Life Insurance Basics (Presentation)

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Retirement Planning

401(k) Plans
All About IRAs
Common Annuity Riders
Common Factors Affecting Retirement Income
Converting Savings to Retirement Income
Deciding When to Retire: When Timing Becomes Critical
Guaranteed Lifetime Withdrawal Benefit Annuity Rider
How Much Annual Income Can Your Retirement Portfolio Provide?
Immediate Annuities Can Provide Lifetime Income
Net Unrealized Appreciation: The Untold Story
Nonqualified Deferred Compensation (NQDC) Plans
Paying the Bills: Potential Sources of Retirement Income
Reaching Retirement - Now What?
Retirement Income Investing: Beyond Annuities
Retirement Planning Key Numbers
Rollovers
Roth IRA Conversions - Planning for New Opportunities
Saving for Retirement
Stretch IRAs
The Individual 401(k)
The Pension Protection Act of 2006
The Roth 401(k)
The Roth 403(b)
The Split Annuity: Current Income Plus Future Savings
Women and Retirement Planning
Working During Retirement
Basic Retirement Planning (Presentation)
IRAs (Presentation)
Net Unrealized Appreciation (NUA) (Presentation)
Required Minimum Distributions (RMDs) (Presentation)

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Special Situations

Death of a Family Member Checklist
Medical Professionals: A Prescription for Your Financial Health
Nonprofit Boards: New Challenges and Responsibilities
Planning Lessons for Educators: Addressing Your Financial Issues
The Joys and Financial Challenges of Parenthood
Caring for an Aging Parent (Presentation)
Planning for Remarriage (Presentation)

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Tax Planning

Donating a Car to Charity
Income Tax Key Number
The Alternative Minimum Tax
The Benefits of Tax-Advantaged Savings Vehicles
The Economic Stimulus Act of 2008
The Small Business and Work Opportunity Tax Act of 2007
The Tax Increase Prevention and Reconciliation Act of 2005
The Tax Relief and Health Care Act of 2006
2008 Key Numbers (Presentation)
Year-End Tax Planning (Presentation)

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