Retirement

• 9 Facts About Retirement

• 9 Facts About Social Security

• The Cost of Procrastination

• Healthcare Costs in Retirement

• When Should You Take Social Security

• Traditional vs. Roth IRA

• What Is a Stretch IRA?

• Where Will Your Retirement Money Come From?

• Important Birthdays Over 50

• How Will Working Affect Social Security Benefits?

• Women and Financial Strategies

• Caring for Aging Parents

• What’s So Great About a Rollover?

• What Is a Roth 401(k)?

• Catch-Up Contributions

• Systematic Withdrawals in Retirement

• Retirement Income and the Traditional Portfolio

• Your Changing Definition of Risk in Retirement

• A Bucket Plan to Go with Your Bucket List

• Choosing a Retirement Plan that Fits Your Business

• Is a SEP-IRA Right for Your Business?

• Orchestrating Your Retirement Accounts

• Inflation – Back to the Future

• Money that Buys Good Health is Never Ill Spent

• Certain Uncertainties in Retirement

• Thinking of Retiring Abroad?

• Should You Borrow from Your 401(k)?

• Volunteering in Retirement

• Social Security Benefits: How Much Will I Receive

• Social Security: Maximizing Benefits

• Social Security: The $64,000 Question

• Social Security: Five Facts You Need to Know

• Social Security: Five Facts You Need to Know

• Social Security: The Elephant in the Room

• Choices for Your 401(k) at a Former Employer

• IRA Withdrawals that Escape the 10% Tax Penalty

• Three Key Questions to Answer Before Taking Social Security

• Eight Mistakes That Can Upend Your Retirement

• Does Your Portfolio Fit Your Retirement Lifestyle?

• he History of Retirement

• Retirement Traps to Avoid

Investment

• You Would Rather Be…

• What’s Your Investment IQ?

• How Financial Advisors Are Compensated

• Measuring the Value of a Financial Advisor

• Four Really Good Reasons to Invest

• Investment Challenges of the Affluent Investor

• Don’t Be Your Own Worst Enemy

• Alternative Investments – Going Mainstream

• The Investment Risk No One’s Ever Heard Of

• The Utility of Sector Investing

• The Anatomy of an Index

• Investing with Your Heart

• Earnings for All Seasons

• The Ivory Tower Changes Wall Street

• The New Red Scare: Chinese Ownership of U.S. Debt

• The ABCs of Zero Coupon Bonds

• A Taxing Story: Capital Gains and Losses

• All Muni Bonds Are Not Created Equal

• The Great Debate Continues: Active vs. Passive

• Global vs. International: What’s The Difference?

• A Decision Not Made Is Still a Decision

• Getting a Head Start on College Savings

• Required Reading: The Economic Report of the President

• How Stocks Work

• Asset Allocation

• A Primer on Dividends

• How the Federal Reserve Works

• Best Performing Asset Classes

• Types of Stock Market Analysis

• TIPS for Inflation

• Estimating the Cost of College

• Rebalancing Your Portfolio

• Value vs. Growth Investing

• Mutual Funds vs. ETFs

• Options When Your CD Matures

• Inflation & Your Money

• A Look at Diversification

• The Business Cycle

Tax

• Understanding Marginal Income Tax Brackets

• How Income Taxes Work

• What Do Your Taxes Pay For?

Lifestyle

• Lots of Variables with Fixed-Rate Mortgages

• Should You Choose a Fixed or Variable?

• To Catch a Thief

Estate

• Why You Need an Estate Strategy

• Test Your Estate Strategy Knowledge

• When Heirs are Imperfect

• Four Steps to Valuing an Estate

• Four Reasons Millennials Need an Estate Strategy

• Yours, Mine and Ours: Estate Strategies for Second Marriages

• Revising Estate Strategy Assumptions

• Tips for Finding Care for Your Special-Needs Child

• A Living Trust Primer

• A Primer on Irrevocable Life Insurance Trusts

• Planning for Special Needs Children

• Understanding the Alternate Valuation Date

• Financial Strategies in a Post-DOMA World

• Choosing a Business Structure

• What is the Value of Your Business?

• Succeeding at Business Succession

• Problems with Probate

• Trends in Charitable Giving

• A Brief History of Estate Taxes

• Will Power

• Put It in a Letter

• And the Executor Is

• Estate Management Checklist

• Critical Estate Documents

Insurance

• Assess Life Insurance Needs

• A Look at Whole Life Insurance

• Is Term Life Insurance for You?

• Universal Life Insurance

• Variable Universal Life Insurance

• What to Look for in a Long-Term Care Policy

• Understanding Long-Term Care

• Keep Your Umbrella Handy

• Disability and Your Finances

• Term vs. Permanent Life Insurance

• Term vs. Permanent Life Insurance

• Insuring Your Business With a Buy/Sell Agreement

• Protecting Your Business from the Loss of a Key Person

• Can Group, Private Disability Policies Work Together?

• Planning for the Expected

• Understanding the Basics of Medigap Policies

• What You Should Do About Insurance Following a Divorce

• When to Self-Insure

• When Does Your Personal Car Become a Commercial Vehicle?

• The ABC’s of Auto Insurance

• Understanding Homeowner’s Insurance

• Insuring Your Business Against Cyber Liability

• An Overview of Renter’s Insurance

• Protecting Your Home Against Flood Loss

• A Brief Guide To Condo Insurance

• Making Sense Of A Home Warranty

• Buying Auto Insurance For Teen Drivers

• Retiree Health Care Coverage Overseas

• A Home Insurance Claim: To File Or Not To File

• The Value of Insuring Against Life’s Risks

• Insurance Needs Assessment: When You’re Newly Married

• Insurance Needs Assessment: When You’re Young and Single

• Insurance Needs Assessment: For Empty Nesters and Retirees

• Protection Against Uninsured Drivers

• The Most Overlooked Item of Any Home Improvement

• When Life Insurance Becomes Taxable

• Social Media: #Newest Business Liability Risk

• Insuring Your Second Home

• Directors and Officers Liability Insurance

• Inventorying Your Possessions

• The Anatomy of a Supplemental Health Plan

• Fallen Tree Damage—Who Pays?

• Gun Ownership and Your Homeowners Policy

• Does Your Credit Score Affect Your Insurance Rates?

• Errors and Omissions Insurance

• How Insurance Deductibles Work

• Test Your Life Insurance Knowledge

• Teen Drinking and Your Liability

• Gap Insurance for Leased Cars

• Dog Bites Neighbor. Now What?

Money

• Spotting Credit Trouble

• How Does Your Credit Score Compare?

• U.S. Personal Savings Rate