Resources

• Articles

  • Cash Management

    • What Are Some Tips for Managing My Money?
    • How Long Will It Take to Double My Money?
    • What Cash Management Tools Are Available?
    • How Do Money Market Mutual Funds Work?
    • How Can I Better Manage My Short-Term Cash?
    • What Advantages Does a Biweekly Mortgage Offer?
    • What Are Some Smart Ways to Refinance?
    • 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?

  • Client Letters

    • Client Letter: Stocks Warm Up In January | February 7, 2019
    • Client Letter: "A New Year’s Perspective" by John Lynch
    • Client Letter: "Recent Market Volatility" by John Lynch
    • Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
    • Client Letter: Putting Recent Volatility in Context by John Lynch | October 11,
    • Client Letter: Key Factors to Watch in Q4 | John Lynch | October 4, 2018
    • Client Letter: Plenty of Positives | John Lynch | September 6, 2018
    • Client Letter: "Recapping the Latest Earnings & GDP Reports" | John Lynch

  • Estates & Trusts

    • 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 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?
    • History of the Federal Estate Tax

  • Investing

    • What Are Dividends?
    • What Is an Exchange-Traded Fund?
    • Growth Stocks vs. Value Stocks
    • 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

  • Market Commentary

    • Weekly Market Commentary | November 14, 2022
    • Weekly Market Commentary | November 7, 2022
    • Weekly Market Commentary | Oct 31, 2022
    • Weekly Market Commentary | October 24, 2022
    • Weekly Market Commentary | October 17, 2022
    • Weekly Market Commentary | October 10, 2022
    • Weekly Market Commentary | October 03, 2022
    • Weekly Market Commentary | September 26, 2022
    • Weekly Market Commentary | September 19, 2022
    • Weekly Market Commentary | September 12, 2022
    • Weekly Market Commentary | September 06, 2022
    • Weekly Market Commentary | August 29, 2022
    • Weekly Market Commentary | August 22, 2022
    • Weekly Market Commentary | August 15, 2022
    • Weekly Market Commentary | August 8, 2022
    • Weekly Market Commentary | August 1, 2022
    • Weekly Market Commentary | July 25, 2022
    • Weekly Market Commentary | July 18, 2022
    • Midyear Outlook 2022 | Client Letter
    • Midyear Outlook 2022 | Navigating Turbulence
    • Weekly Market Commentary | July 5, 2022
    • Weekly Market Commentary | June 27, 2022
    • Weekly Market Commentary | June 21, 2022
    • Weekly Market Commentary | June 13, 2022
    • Weekly Market Commentary | June 6, 2022
    • Weekly Market Commentary | May 23, 2022
    • Weekly Market Commentary | May 16, 2022
    • Weekly Market Commentary | May 9, 2022
    • Weekly Market Commentary | May 2, 2022
    • Weekly Market Commentary | April 25, 2022
    • Weekly Market Commentary | April 18, 2022
    • Weekly Market Commentary | April 11, 2022
    • Weekly Market Commentary | April 4, 2022
    • Weekly Market Commentary | March 21, 2022
    • Weekly Market Commentary | March 14, 2022
    • Weekly Market Commentary | March 7, 2022
    • Weekly Market Commentary | February 28, 2022
    • Weekly Market Commentary | February 22, 2022
    • Weekly Market Commentary | February 14, 2022
    • Weekly Market Commentary | February 7, 2022
    • Weekly Market Commentary | January 31, 2022
    • Weekly Market Commentary | January 24, 2022
    • Weekly Market Commentary | January 18, 2022
    • Weekly Market Commentary | January 10, 2022
    • Weekly Market Commentary | December 27, 2021
    • Weekly Market Commentary | December 20, 2021
    • Outlook 2022 | Executive Summary
    • Outlook 2022 | Client Letter
    • Weekly Market Commentary | December 13, 2021
    • Weekly Market Commentary | December 6, 2021
    • Weekly Market Commentary | November 22, 2021
    • Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
    • Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
    • Weekly Market Commentary | November 15, 2021
    • Weekly Market Commentary | November 8, 2021
    • Weekly Market Commentary | November 1, 2021
    • Weekly Market Commentary | Oct. 25, 2021
    • Weekly Market Commentary | Oct. 11, 2021 | Answering Top Debt Ceiling Questions
    • Weekly Market Commentary | Oct. 4, 2021 | Early Thoughts on 2022
    • Weekly Market Commentary | Oct. 18, 2021 | Q3 Earnings Preview: Less Upside
    • Weekly Market Commentary | September 13, 2021
    • Weekly Market Commentary | Sept. 27, 2021 | To Z Or Not To Z
    • Weekly Market Commentary | August 30, 2021
    • Weekly Market Commentary - September 20, 2021
    • Weekly Market Commentary | August 23, 2021
    • Weekly Market Commentary | August 16, 2021
    • Weekly Market Commentary | August 9, 2021
    • Weekly Market Commentary | August 2, 2021
    • Weekly Market Commentary | July 26, 2021
    • Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
    • Midyear Outlook 2021 - Client Letter
    • Midyear Outlook 2021 - Picking Up Speed
    • Weekly Market Commentary | July 12, 2021
    • Weekly Market Commentary | June 28, 2021
    • Weekly Market Commentary | June 21, 2021
    • Weekly Market Commentary | June 14, 2021
    • Weekly Market Commentary | June 7, 2021
    • Weekly Market Commentary | May 24, 2021
    • Weekly Market Commentary | May 24, 2021
    • Weekly Market Commentary | May 17, 2021
    • Weekly Market Commentary | May 10, 2021
    • Weekly Market Commentary May 3, 2021
    • Weekly Market Commentary | April 26, 2021
    • Weekly Market Commentary | April 19, 2021
    • Weekly Market Commentary | April 12, 2021
    • Weekly Market Commentary | April 5, 2021
    • Weekly Market Commentary | March 29, 2021
    • Outlook 2021: Powering Forward
    • Weekly Market Commentary | March 22, 2021
    • Weekly Market Commentary | March 15, 2021
    • Weekly Market Commentary | March 8, 2021
    • Weekly Market Commentary | March 1, 2021
    • Weekly Market Commentary | February 22, 2021
    • Weekly Market Commentary | February 16, 2021
    • Weekly Market Commentary | February 8, 2021
    • Weekly Market Commentary | February 8, 2021
    • Weekly Market Commentary | February 1, 2021
    • Weekly Market Commentary | January 25, 2021
    • Weekly Market Commentary | January 19, 2021
    • Weekly Market Commentary | January 11, 2021
    • Weekly Market Commentary - January 4, 2021
    • Weekly Market Commentary | December 21, 2020
    • Weekly Market Commentary | December 14, 2020
    • Weekly Market Commentary | December 7, 2020
    • Weekly Market Commentary | November 30, 2020
    • Weekly Market Commentary | November 23, 2020
    • Weekly Market Commentary | November 16, 2020
    • Weekly Market Commentary | November 9, 2020
    • Weekly Market Commentary | November 2, 2020
    • Weekly Market Commentary | October 26, 2020
    • Weekly Market Commentary | October 19. 2020
    • Weekly Market Commentary - October 12, 2020
    • Weekly Market Commentary | October 5, 2020
    • Weekly Market Commentary | September 28, 2020
    • Weekly Market Commentary | September 21, 2020
    • Weekly Market Commentary | September 14, 2020
    • Weekly Market Commentary | September 8, 2020
    • Weekly Market Commentary | August 31, 2020
    • Weekly Market Commentary | August 24, 2020
    • Weekly Market Commentary | August 17, 2020
    • Weekly Market Commentary | August 10, 2020
    • Weekly Market Commentary | August 8, 2020
    • Weekly Market Commentary | July 27, 2020
    • Weekly Market Commentary | July 20, 2020
    • Weekly Market Commentary | July 6, 2020
    • Weekly Market Commentary | June 29, 2020
    • Weekly Market Commentary | June 22, 2020
    • Weekly Market Commentary | June 15, 2020
    • Weekly Market Commentary | June 8, 2020
    • Weekly Market Commentary | June 1, 2020
    • Weekly Market Commentary | May 18, 2020
    • Weekly Market Commentary | April 27, 2020
    • Weekly Market Commentary | April 13, 2020
    • Weekly Market Commentary | May 4, 2020
    • Weekly Market Commentary | April 20, 2020
    • Weekly Market Commentary | April 6, 2020
    • Weekly Market Commentary | March 30, 2020
    • Weekly Market Commentary | March 23, 2020
    • Weekly Market Commentary | March 16, 2020
    • Weekly Market Commentary | March 9, 2020
    • Weekly Market Commentary | March 2, 2020
    • Weekly Market Commentary | February 24, 2020
    • Weekly Market Commentary | February 18, 2020
    • Weekly Market Commentary | February 3, 2020
    • Weekly Market Commentary | January 27, 2020
    • Weekly Market Commentary | January 13, 2020
    • Weekly Market Commentary | January 6, 2020
    • Weekly Market Commentary | December 30, 2019
    • Weekly Market Commentary | December 23, 2019
    • Weekly Market Commentary | December 16, 2019
    • Weekly Market Commentary | Week of December 2, 2019
    • Weekly Market Commentary | Week of November 25, 2019
    • Weekly Market Commentary | Week of November 18, 2019
    • Weekly Market Commentary | November 11, 2019
    • Weekly Market Commentary | Week of October 28, 2019
    • Weekly Market Commentary | Week of October 21, 2019
    • Weekly Market Commentary | Week of October 14, 2019
    • Weekly Market Commentary | Week of October 7, 2019
    • Weekly Market Commentary | September 30, 2019
    • Weekly Market Commentary | Week of September 23, 2019
    • Weekly Market Commentary | Week of September 16, 2019
    • Weekly Market Commentary | Week of September 9, 2019
    • Weekly Market Commentary | Week of September 3, 2019
    • Weekly Market Commentary | Week of August 26, 2019
    • Weekly Market Commentary | August 19, 2019
    • Weekly Market Commentary | Week of August 12, 2019
    • Weekly Market Commentary | August 5, 2019
    • Weekly Market Commentary | July 29, 2019
    • Weekly Market Commentary | Week of July 22, 2019
    • Weekly Market Commentary | July 22, 2019
    • Weekly Market Commentary | July 15, 2019
    • Weekly Market Commentary | July 8, 2019
    • Weekly Economic Commentary | July 8, 2019
    • Weekly Market Commentary | July 1, 2019
    • Weekly Market Commentary | June 17, 2019
    • Weekly Economic Commentary | June 17, 2019
    • Weekly Economic Commentary | June 10, 2019
    • Weekly Market Commentary | June 10, 2019
    • Weekly Market Commentary | Week of June 3, 2019
    • Weekly Economic Commentary | Week of June 3, 2019
    • Weekly Economic Commentary | Week of May 20, 2019
    • Weekly Market Commentary | Week of May 20, 2019
    • Weekly Economic Commentary | Week of May 27, 2019
    • Weekly Market Commentary | Week of May 27, 2019
    • Weekly Market Commentary | Week of May 13, 2019
    • Weekly Economic Commentary | May 13, 2019
    • Weekly Market Commentary | May 6, 2019
    • Weekly Economic Commentary | May 6, 2019
    • Weekly Market Commentary | April 29, 2019
    • Weekly Market Commentary | Week of April 22, 2019
    • Weekly Market Commentary | April 15, 2019
    • Weekly Market Commentary | April 8, 2019
    • Weekly Economic Commentary | March 11, 2019
    • Weekly Market Commentary | March 4, 2019
    • Weekly Market Commentary | February 25, 2019
    • Weekly Economic Commentary | Week of Feb 19, 2019
    • Weekly Market Commentary | February 19, 2019
    • Weekly Market Commentary | February 11, 2019
    • Weekly Economic Commentary | Week of February 4, 2019
    • Weekly Market Commentary | February 4, 2019
    • Weekly Economic Commentary | Week of Jan 28, 2019
    • Weekly Market Commentary | January 28, 2019
    • Weekly Market Commentary | January 22, 2019
    • Weekly Economic Commentary | Week of Jan 21, 2019
    • Weekly Market Commentary | January 14, 2019
    • Weekly Economic Commentary | Week of Jan 14, 2019
    • Weekly Economic Commentary | Week of Jan 7, 2019
    • Weekly Market Commentary | January 7, 2019
    • Weekly Economic Commentary | Week of December 31, 2018
    • Weekly Market Commentary | December 31, 2018
    • Weekly Market Commentary | December 10, 2018
    • Weekly Economic Commentary | Week of Dec 10, 2018
    • Weekly Market Commentary | December 3, 2018
    • Weekly Economic Commentary | Week of Dec 3, 2018
    • Weekly Economic Commentary | Week of Nov 26, 2018
    • Weekly Market Commentary | November 26, 2018
    • Weekly Economic Commentary | Week of Nov 12, 2018
    • Weekly Market Commentary | November 12, 2018
    • Weekly Economic Commentary | Week of Nov 5, 2018
    • Weekly Market Commentary | November 5, 2018
    • Weekly Market Commentary | October 29, 2018
    • Weekly Economic Commentary | Week of Oct 29, 2018
    • Weekly Economic Commentary | Week of Oct 22, 2018
    • Weekly Market Commentary | October 22, 2018
    • Weekly Economic Commentary | Week of Oct 15, 2018
    • Weekly Market Commentary | October 15, 2018
    • Weekly Economic Commentary | October 8, 2018
    • Weekly Market Commentary | October 8, 2018
    • Weekly Market Commentary | October 1, 2018
    • Weekly Economic Commentary | Week of October 1, 2018
    • Weekly Economic Commentary | Week of September 24, 2018
    • Weekly Market Commentary | September 24, 2018
    • Weekly Economic Commentary | Week of September 17, 2018
    • Weekly Market Commentary | September 18, 2018
    • Weekly Economic Commentary | Week of September 10, 2018
    • Weekly Market Commentary | September 10, 2018
    • Weekly Economic Commentary | Week of September 3, 2018
    • Weekly Market Commentary | September 4, 2018
    • Weekly Economic Commentary | Week of August 27, 2018
    • Weekly Market Commentary | August 27, 2018
    • Weekly Economic Commentary | Week of August 20, 2018
    • Weekly Market Commentary | August 20, 2018
    • Weekly Market Commentary | August 13, 2018
    • Weekly Economic Commentary | Week of August 13, 2018
    • Weekly Market Commentary | August 6, 2018
    • Weekly Economic Commentary | Week of August 6, 2018
    • Weekly Economic Commentary | Week of July 30, 2018
    • Weekly Market Commentary | July 30, 2018
    • Weekly Economic Commentary | Week of July 23, 2018
    • Weekly Market Commentary | July 16, 2018
    • Weekly Economic Commentary | Week of July 16, 2018
    • Weekly Economic Commentary | Week of June 25, 2018
    • Weekly Market Commentary | June 25, 2018
    • Weekly Economic Commentary | Weekof June 18, 2018
    • Weekly Market Commentary | June 18, 2018
    • Weekly Economic Commentary | Week of June 11, 2018
    • Weekly Market Commentary | June 11, 2018
    • Weekly Economic Commentary | Week of June 4, 2018
    • Weekly Economic Commentary | Week of May 29, 2018
    • Weekly Economic Commentary | Week of May 21, 2018
    • Weekly Economic Commentary | Week of May14, 2018
    • Weekly Economic Commentary | Week of May 7, 2018
    • Outlook 2022: Passing the Baton

  • Outlook

    • Outlook 2020 Printer-Friendly
    • Outlook 2020 Executive Summary
    • Outlook 2020 Client Letter
    • Outlook 2020: Bringing Markets into Focus
    • Outlook 2019: Institutional Publication
    • Outlook 2019: FUNDAMENTAL (spreads)
    • Outlook 2019: FUNDAMENTAL (printer-friendly)
    • Outlook 2019 | Client Letter by John Lynch

  • Portfolio Compass

    • Portfolio Compass | February 20, 2019
    • Portfolio Compass | January 16, 2019
    • Portfolio Compass | December 19, 2018
    • Portfolio Compass | November 14, 2018
    • Portfolio Compass | October 17, 2018
    • Portfolio Compass | September 19, 2018
    • Portfolio Compass | August 15, 2018
    • Portfolio Compass | July 19, 2018
    • Portfolio Compass | June 13, 2018
    • Portfolio Compass | May 16, 2018
    • Portfolio Compass | April 18, 2018

  • Retirement

    • What Is a SIMPLE?
    • 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?
    • 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?
    • What Is a 401(k) Plan?
    • How Should I Manage My Retirement Plan?
    • Save Now or Save Later?
    • What Is a Roth IRA?

  • Risk Management

    • Why Purchase Life Insurance?
    • Why Are Annuities Considered an Insurance Product?
    • What Is Property and Casualty Insurance?
    • Do I Need a Business Owner Policy?
    • Life Insurance for Business Owners
    • What Is Split-Dollar Life Insurance?
    • What Is Last-Survivor Life Insurance?
    • Disability Income Insurance for Business Owners
    • What Is Term Life Insurance?
    • What Is Whole Life Insurance?
    • What Is Universal Life Insurance?
    • What Is Variable Life Insurance?
    • What Are the Main Types of Auto Insurance?
    • Making a Property Insurance Claim
    • How Can I Maximize My Insurance Benefits?
    • How Can I Insure My Future?
    • How Can I Protect My Home?
    • Do I Need Disability Income Insurance?
    • What Types of Health Coverage Are Available?
    • How Can I Extend My Liability Coverage?
    • 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?
    • What Are the Basic Types of Life Insurance?

  • Tax Planning

    • 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 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?
    • How Can I Upgrade My Insurance — Tax-Free?

• Newsletters

  • December

    • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
    • Sectors: Overweight, Underweight, or Just Right?
    • Is It Time to Buy an Electric Vehicle?
    • IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
    • Talk About These Money Matters Before the Wedding
    • Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

  • November

    • HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
    • Famous People Who Died Without Proper Planning
    • Retirement Savings in a Volatile Market
    • New Life for Your Old Insurance Policy
    • Virtual Health Care Is Here to Stay
    • How Funding an HSA Could Help Strengthen Your Retirement Strategy

  • October

    • HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
    • Passive, Active, or Both?
    • How Much Life Insurance Do You Need?
    • Building Financial Resilience
    • Donor-Advised Funds Combine Charitable Impact with Tax Benefits
    • Small Businesses Are Short-Staffed and Overwhelmed

  • September

    • HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
    • Dividends for Income and Total Returns
    • What the Red-Hot Job Market Means for Workers
    • Preparing for a Natural Disaster
    • How Life Insurance Could Help Mitigate Taxes in Retirement
    • Diversifying Your Portfolio with International Flair

  • August

    • HOT TOPIC: Is the U.S. Economy in a Recession?
    • Inflation Protection for Investment Dollars
    • Life Insurance Living Benefits
    • Uncle Sam Wants to Know About Your Gig Income
    • Sticker Shock Is No Joke for Car Buyers
    • Six Steps to Starting a New Business

  • July

    • HOT TOPIC: Tech Sector Turmoil and the Bear Market
    • A Wealth of Information: How to Read a Mutual Fund Prospectus
    • Should You Consider Tapping the Equity in Your Home?
    • Adjusting Your Tax Withholding
    • WEP and GPO Can Reduce Social Security Benefits
    • How Long Should You Keep Financial Records?

  • June

    • HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
    • Avoiding Probate
    • What’s Your Retirement Dream Elevator Pitch?
    • Are You Ready to Cancel Your Cable TV?
    • Where to Look for Lost and Forgotten Money
    • Consider a Bond Ladder for Rising Interest Rates

  • May

    • Working While Receiving Social Security Benefits
    • Baseball Lessons That Might Help Change Up Your Finances
    • Planning to Quit Your Job? What to Know Before You Go
    • Why Small Businesses Should Pay Attention to Accessibility
    • Food Inflation: What’s Behind It and How to Cope

  • April

    • ETFs Are Gaining on Mutual Funds: Here’s Why
    • Key Retirement and Tax Numbers for 2022
    • Splurge or Save? Making the Most of Your Income-Tax Refund
    • What’s the Difference Between Medicare and Medicaid?
    • Flood Insurance: Be Prepared for Rising Waters and Changing Rates

  • March

    • When Two Goals Collide: Balancing College and Retirement Preparations
    • Mutual Funds: Do You Know What’s in Your Portfolio?
    • If You Don’t Have a Will, You Probably Should
    • Going Green: A Fast-Growing Corner of the Global Bond Market
    • When Buying Is Easy, Paying Later Can Be a Problem

  • February

    • Building Blocks for Financing College with Less Debt
    • How to Correct an Error on Your Credit Report
    • Preparing for Libor to Leave the Building
    • Are You a HENRY? Consider These Wealth-Building Strategies
    • Did You Know Medicaid May Pay You as a Family Caregiver?

  • January

    • HOT TOPIC: The Fed Pivots to Fight Inflation
    • 401(k) and IRA: A Combined Savings Strategy
    • Charitable Giving Can Be a Family Affair
    • Your Social Security Statement: What’s in It for You?
    • Looking Back, Looking Forward
    • Going Public: How Are Direct Listings Different from IPOs?

• 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?

• Tax Library

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