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Retirement

Signing a Contract

What Is an Annuity?

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

Split Annuity Strategy

Where Will Your Retirement Money Come From?

How Will Working Affect Social Security Benefits?

Immediate vs. Deferred Annuities

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

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 Dollar Question

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

Is a Variable Annuity Right for Me?

Three Key Questions to Answer Before Taking Social Security

Eight Mistakes That Can Upend Your Retirement

Does Your Portfolio Fit Your Retirement Lifestyle?

What’s New for Social Security?

Retirement Traps to Avoid

The Pre-Retirement Checklist

5 BENEFITS OF WORKING IN RETIREMENT

Women on the rise

How Women Can Prepare For Retirement

Retirement Realities

Why Medicare Should Be Part of Your Retirement Strategy

How Retirement Spending Changes With Time

Helpful Retirement Strategies for Women

A Meal for All Generations

Who Is Your Trusted Contact?

Starting a Roth IRA for a Teen

Retirement Seen Through Your Eyes

Saving Early & Letting Time Work For You

Navigating Retirement Pitfalls

Retirement Plan Choices for Small Businesses

Tax Efficiency in Retirement

Investment

The Business Cycle

A Look at Diversification

Inflation & Your Money

Mutual Funds vs. ETFs

Value vs. Growth Investing

Rebalancing Your Portfolio

Estimating the Cost of College

TIPS for Inflation

Types of Stock Market Analysis

Best-Performing Asset Classes

How the Federal Reserve Works

A Primer on Dividends

Asset Allocation

How Stocks Work

Required Reading: The Economic Report of the President

Getting a Head Start on College Savings

A Decision Not Made Is Still a Decision

Global vs. International: What’s The Difference?

The Great Debate Continues: Active vs. Passive

All Muni Bonds Are Not Created Equal

A Taxing Story: Capital Gains and Losses

The ABCs of Zero Coupon Bonds

The Ivory Tower Changes Wall Street

Earnings for All Seasons

Investing with Your Heart

The Anatomy of an Index

The Utility of Sector Investing

The Investment Risk No One’s Ever Heard Of

Alternative Investments – Going Mainstream

Don’t Be Your Own Worst Enemy

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Four Really Good Reasons to Invest

How Financial Professionals Are Compensated

You Would Rather Be…

How to Invest in LGBTQ+ Friendly Companies

Pullbacks, Corrections, and Bear Markets

Investing for Impact

How To Conquer The World

Separating the Signal From the Noise

Emotional vs. Strategic Decisions

Why Regular Rebalancing Makes Sense

Diversification, Patience, and Consistency

The Sequence of Returns

Risk Perspective

Are You Ready for Your Portfolio to Make a Difference?

Inflation and the Real Rate of Return

Bull & Bear Markets: A Timeline

Why I Became a Financial Advisor

Why I Became a Financial Advisor

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 an Extended-Care Policy

Understanding Extended Care

Keep Your Umbrella Handy

Disability and Your Finances

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?

Preparing for the Expected

Understanding the Basics of Medigap Policies

What You Should Do About Insurance Following a Divorce

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

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: Married With Children

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: #NewestBusinessLiabilityRisk

Keeping Summer Safe: Pool and Spa Safety Tips

Insuring Your Second Home

Directors and Officers Liability Insurance

Inventorying Your Possessions

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

Teen Drinking and Your Liability

Gap Insurance for Leased Cars

Dog Bites Neighbor. Now What?

Silver Sneakers 101

Medicare Advantage 101

The Cost of Medical Care

The A, B, C, & D of Medicare

The Basics of Medicare

Questions to Ask About Medicare

Medicare At 65+

Qualifying For Medicare Under Age 65

Medicare vs. Medicaid

Breaking Down the Parts of Medicare

Medicare Advantage Plans (Medicare Part C)

Prescription Drug Benefits Under Medicare (Part D)

Ways to Supplement Your Medicare Coverage

Replacing Your Medicare Card

Consider Keeping Your Life Insurance When You Retire

Life Insurance Myths: Debunked

Money

Spotting Credit Trouble

U.S. Personal Savings Rate

Life and Death of a Twenty Dollar Bill

Pay Yourself First

Buying vs. Leasing a Car

Your Emergency Fund: How Much Is Enough?

Budget Check Up: Tax Time Is the Right Time

What to Look for in Personal Finance Apps

Password Protection Strategies

A Penny Saved is Two Pennies Earned

The Economic Journey of Your Morning Coffee

Countering Counterfeit Currency

Weighing the Benefits of Prepaid Debit Cards

The Half Million Dollar Baby

The Lowdown on Those Free Credit Scores

Strategies For Managing Student Loan Debt

Budgeting After a Divorce

The History of Currency

How BIG is Currency?

Data Thieves from Outer Space

Year-End Charitable Gifting and You

Mortgages in Retirement

Building a Solid Financial Foundation

Managing Money as a Couple

Making a Charitable Contribution

Exploring the Federal Student Grant Program

Why I Became a Financial Advisor

Why I Became a Financial Advisor

Lifestyle

Lots of Variables with Fixed-Rate Mortgages

Fixed or Variable Mortgage, Which Should You Pick?

To Catch a Thief

A House Divided

Do Your Kids Know The Value of a Silver Spoon?

Countdown to College

Putting a Price Tag On Your Health

Prevent a Rift: Money Tips for Newlyweds

Personal Finance Tips for Military Families

A Cheat Sheet for Sending Your Kid to College

The Financial Literacy Crisis

Saving on Subscription Service Costs

Stop Wasting Money

Please Leave Home Without It

Changing Unhealthy Behaviors

Debt Stress

Avoiding Cognitive Decline

Raising Healthy Children

Good Health is Good Business

Money Draining Food Myths

Building Your Legacy

Creative Ways to Motivate Your Employees

Keeping Good Records is Good Business

Four Great, Unexpected Places to Raise a Family

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Travel, Without the Baggage

The Best Apps in Travel

Financial Aid for Students 101

The Three Keys to a Great Password

Pickleball in Retirement

Retiring Wild: National Parks and You