Newsletter Articles

How can I diversify in a difficult market? (Jul)
Changing Jobs? Take Your 401(k) and … Roll It! (Jul)
Refinancing Your Mortgage: Is It Worthwhile? (Jul)
Estate Planning Opportunities in a Down Market (Jul)
Social Security: Late Retirement Boosts Benefits (Jun)
Estate Planning for a Second Marriage (Jun)
Going to Graduate School: Ways to Pay (Jun)
What tax credits are available for making homes more energy efficient? (Jun)
A Small Business Plan for Uncertain Times (May)
Investing in a Low Interest Rate Environment (May)

Presentations

Asset Protection for Sally Jones
2009 Key Numbers
529 Plans and Estate Planning
Basic Estate Planning
Basic Retirement Planning
Buying a Home
Caring for an Aging Parent
Charitable Giving
Taxable vs. Tax-Free Bonds
Disability Insurance Basics

Concept Pieces

Financial Planning: Helping You See the Big Picture
2008 Year End Tax Planning Tips
401(k) Plans
529 College Savings Plans
Active vs. Passive Portfolio Management
All about IRAs
American Recovery and Reinvestment Act of 2009: Individuals
Balancing Your Investment Choices with Asset Allocation
Bankruptcy Reform Act
Beyond Traditional Asset Classes: Exploring Alternatives
Bonds, Interest Rates, and the Impact of Inflation

Calculators

Debt Consolidation Calculator
Auto Loan Payment Calculator
Business Succession Strategy Calculator
Buy-Sell Agreement Calculator
College Funding Options Analyzer
College Savings Analyzer
College Savings Plan Nonqualified Withdrawals Calculator
Consumer Price Index Inflation Calculator
Disability Income Needs Calculator
Federal Estate Tax Estimator

Flash Concept Pieces

Financial Planning: Helping You See the Big Picture

Flash Seminars

Advanced Estate Planning
An Introduction to Annuities
College Planning
Estate Planning Basics
Investment Basics
Planning for Long-Term Care
Retirement Basics
Retirement Income Planning
Variable Annuities

Consumer Alerts

Market Week: June 22, 2009
Market Week: June 15, 2009
Market Week: June 8, 2009
Market Week: June 1, 2009
The Credit Card Accountability Responsibility and Disclosure Act of 2009
Market Week: May 26, 2009
Market Week: May 18, 2009
Market Week: May 11, 2009
Market Week: May 4, 2009
Spending Your Refund Check: Think Twice

Consumer Materials

401(k) Plans
529 Plans and Financial Aid Eligibility
529 Plans vs. Coverdell Education Savings Accounts
529 Plans vs. Other College Savings Options
529 Plans: The Ins and Outs of Contributions and Withdrawals
ABCs of Auto Insurance
ABCs of Financial Aid
Accidental Death and Dismemberment Insurance
Advantages and Disadvantages of Self-Employment
Alternative Therapies