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Associates

• David Fisher, MBA
• David Hanson, CFP
• Susan Hedman
• Linda Sabo
• Terry Trauner
• Brian VanderLugt, CFP

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Retirement Portfolio Lifespan
• Federal Income Tax
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• Roth IRA Conversion
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• Savings Goals
• Savings Accumulation
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• Cash Flow Analysis
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• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

Flipbooks

• Understanding Social Security and Medicare: America’s Retirement Safety Net

Newsletters

• Stock Market Risks in the Spotlight

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 I Control the Distribution of My Estate?
• What Gifting Strategies Are Available to Me?
• What Is the Best Form of Property Ownership for Me?
• What Is a SEP IRA?
• What Is an IRA Rollover?
• Unforgettable Birthdays
• Will Social Security Retire Before You Do?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is the Capital Gain Tax?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Required Minimum Distribution?
• What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
• What Are Dividends?
• Growth Stocks vs. Value Stocks
• What Types of Bonds Are Available?
• What Is Asset Allocation?
• What Are Some Tips for Managing My Money?
• What About Financial Aid for College?
• How Does Inflation Affect Me?
• Is a Home Equity Loan or Line of Credit Right for Me?
• Disability Income Insurance for Business Owners
• What Are the Main Types of Auto Insurance?
• Do I Need Disability Income Insurance?
• What Types of Health Coverage Are Available?
• How Can I Extend My Liability Coverage?
• What Does Medicare Cover?
• How Likely Am I to Need Long-Term Care?
• What Are the Basic Types of Life Insurance?

Videos

• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?

Glossary

Flipbooks