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- HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
- Will You Pay a Medicare Surcharge?
- Fine-Tuning with Sector Funds
- Peer-to-Peer Payments Are Popular, but Be Careful
- Individual Bonds vs. Bond Funds: What’s the Difference?
- Important Tax Breaks for Pass-Through Businesses
- HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
- Versatile 529 Plans Can Help with More than Just College
- Life Insurance in Retirement
- Catch Up for a More Comfortable Retirement
- Look Out for Observation Care
- Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
- HOT TOPIC: Tariffs Drive Market Volatility
- ETFs Are Closing the Gap with Mutual Funds
- Debt After Death: What Happens to Debt When Someone Dies?
- Playing Fair: New Consumer Protections for Airline Passengers
- QLACs: Your Retirement Accounts Can Act Like Pensions
- Concerned About Cyberattacks? The Threat Is Real
- HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
- Are You Missing the Bull’s-Eye with a Target-Date Fund?
- Breaking Down the Numbers: The Soaring U.S. National Debt
- Cancer Happens: Insurance Can Help Fortify Your Finances
- Traditional or Roth Contributions? Think It Through for Future You
- The Four-Day Workweek: Is It Destiny or a Distant Dream?
- HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
- Key Retirement and Tax Numbers for 2025
- Accounts for Two: A Team Approach to Retirement Savings
- Phased Retirement Can Help Smooth the Transition
- Could There Be a Shift from Growth to Value?
- Read a Good Beige Book Lately?
- HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
- Three Market-Moving Economic Indicators to Watch
- Financial Safety Nets: Exploring Available Sources of Emergency Funds
- What’s New for 2025?
- Indexed Annuities: Potential for Growth with Some Downside Protection
- Is Tip Fatigue Wearing You Out?
- HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
- Home Energy Rebates Could Save You Money
- Would You Be Prepared for an Unplanned Early Retirement?
- A Critical Combo: Life Insurance with Long-Term Care Benefits
- Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
- A Mortgage Recast Is an Alternative to Refinancing
- Charitable Gifts of Life Insurance
- Eight Ideas for Smarter Holiday Shopping
- An Umbrella Policy Offers Extra Liability Coverage
- Two Tax-Friendly Retirement Plans for the Self-Employed
- HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
- Treasury Yields Off 17-Year Highs
- If You Don’t Have a Will Yet, Why Not?
- FAFSA for 2025-2026 School Year Opens December 1
- Do You Know Your Medicare Coverage Options?
- Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
- Can You Put the Brakes on Rising Auto Insurance Premiums?
- Do You Have Enough Life Insurance?
- Making the Most of Your Credit Card
- A Pension Strategy That May Boost Your Income
- What’s Your Real Return?
- HOT TOPIC: Should You Worry About Market Volatility?
- It’s Complicated: Inheriting IRAs and Retirement Plans
- Retroactive Social Security Benefits: A Chance to Turn Back Time
- Eight Great Investing Quotes
- Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
- Just Your Average Millionaire
- HOT TOPIC: Real Estate Commission Changes Around the Corner
- Watch for These Hazards on the Road to Retirement
- Mixing It Up: Asset Allocation and Diversification
- After the Loss of a Loved One, Watch Out for Scams
- Consumer Sentiment: Do Americans See Brighter Days Ahead?
- Equity REITs: Is There Room for Real Estate in Your Portfolio?
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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?
- What Are the Pitfalls of Probate?
- How Can My Gift Benefit Me and the Charity?
- How Can I Build and Preserve My Estate?
- How Can I Control the Distribution of My Estate?
- How Will I Pay Estate Taxes?
- Can I Benefit from an A-B Trust?
- What Gifting Strategies Are Available to Me?
- How Can I Benefit from a Charitable Lead Trust?
- How Can I Benefit from a Charitable Remainder Trust?
- 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?
- What Is the History of the Federal Estate Tax?
- What Is a SEP IRA?
- What Is a SIMPLE?
- What Is an IRA Rollover?
- What Is a Roth 401(k)?
- What Is a Profit-Sharing Plan?
- What Is a Money Purchase Pension Plan?
- What Is a 403(b) Plan?
- Why Do People Buy Annuities?
- What Is a Split-Annuity Strategy?
- What Are Annuity Living Benefits?
- How Much Do I Need to Save?
- What Does the Changing Pension Landscape Mean for Retirement?
- What Is a 1035 Exchange?
- Unforgettable Birthdays
- Should You Bank Your Retirement on Your Business?
- What Are My Retirement Planning Options?
- Will Social Security Retire Before You Do?
- How Can I Estimate My Future Social Security Benefits?
- What Is a Self-Employed Retirement Plan?
- What Is an Indexed Annuity?
- What Are My Retirement Plan Distribution Options?
- What Is a Traditional IRA?
- What Is a 401(k) Plan?
- How Should I Manage My Retirement Plan?
- Save Now or Save Later?
- What Is a Roth IRA?
- What Is the Capital Gain Tax?
- What Is the Estate Tax?
- What Is the Gift Tax?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- What Is a Required Minimum Distribution?
- 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 Are Available?
- 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?
- How Can I Upgrade My Insurance — Tax-Free?
- What Is the Tax History of the United States?
- What Are Dividends?
- What Is an Exchange-Traded Fund?
- How Are Growth and Value Stocks Different?
- How Are Mutual Funds Taxed?
- What Is Stock?
- What Are Zero-Coupon Bonds?
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Bond?
- What Do Bond Ratings Mean?
- What Is a Stock Index?
- 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
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Videos
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- The Basics of Social Security Retirement Benefits
- Financial Planning: Helping You See the Big Picture
- Stocks and Stock Mutual Funds 101
- Bonds and Bond Mutual Funds 101
- The Pros and Cons of a Big Tax Refund
- Do You Know Who Your Beneficiaries Are?
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Glossary