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Brad A. Dobson
Robyn J. Moore
Credit Card Debt
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Working While Collecting Social Security Benefits
Federal Income Tax
Roth IRA Conversion
Taxable Equivalent Yield
Cash Flow Analysis
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
Financial Management Insight: Strategies to Help Build Your Future
Understanding Social Security and Medicare: America’s Retirement Safety Net
Higher Education: College Saving and Funding Strategies
Investing Basics: Embark on Your Wealth-Building Journey
Time to Get Tax-Savvy: Managing Your Tax Burden
Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
Wealth Preservation: Planning to Leave a Legacy
Financial Protection: Using Insurance to Help Manage Life’s Risks
HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
Signs of a Scam…and How to Resist It
Child Tax Credit for 2021: Will You Get More?
A More Affordable Life Insurance Solution
Following the Inflation Debate
What a Relief! Congress Acts Against Surprise Medical Bills
HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
Don’t Let Debt Derail Your Retirement
International Investing: Opportunity Overseas?
Concerned About Inflation? Consider TIPS
Company Stock and Your Retirement Strategy
Crisis Averted? Financial Help for Struggling Renters and Landlords
HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
Considerations When Making Gifts to Children
A Steady Strategy
Pension or Lump Sum: Which Should You Choose?
Stock Market Risks in the Spotlight
Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
New Changes to College Financial Aid and Education Tax Benefits
How Well Do You Understand Retirement Plan Rules?
Is the Medicare Donut Hole Really Closed?
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
Your Business: New Rules for Writing Off Restaurant Meals
HOT TOPIC: Rising Inflation: Where Will It Go from Here?
Real Estate for Income and Diversification
Five Tips to Follow When Applying for a Mortgage
Social Security Spousal Benefits
Portfolios Get Personal: Growing Interest in Socially Responsible Investing
Your Business: Minimum-Wage Laws in the Spotlight
HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
A Financial Wellness Plan Can Help Pave the Road to Retirement
Four Things Investors Should Know About Stock Splits
All-in-One Funds: Targeting Time or Risk?
Working While Receiving Social Security Benefits
Your Business: Reasons to Keep Personal and Business Finances Separate
HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Key Retirement and Tax Numbers for 2021
Are Value Stocks Poised for a Comeback?
Home Sweet Home Equity
Asset Protection: Make Sure Your Umbrella Is Big Enough
Is Your Home Office Also a Tax Shelter?
HOT TOPIC: Pandemic Relief Measures and Your Tax Return
Sequence Risk: Preparing to Retire in a Down Market
Watch Out for These Financial Pitfalls in the New Year
New Fed Policy Suggests Low Rates for the Long Term
When You Can’t Speak for Yourself
Big Data for Smaller Players
HOT TOPIC: Revisiting the 4% Rule
Five Tips to Regain Your Retirement Savings Focus in 2021
Money Market Funds in a Low Rate Environment
Prepare Your Finances for the Next Emergency
Gift vs. Inheritance: Consider the Tax Difference
Take Advantage of Deductions for Business Investments
Should You Pay Off Student Loans Early or Save More for Retirement?
Putting Your Nest Egg in Three Baskets
Full House: Adult Children Coming Home
Income Investors May Find Closed-End Funds on Sale
Your Business: Could You Benefit from a Roth Conversion in 2020?
Five Investment Tasks to Tackle by Year-End
Three Questions to Consider During Open Enrollment
Passive, Active, or Both?
Your Estate: Have You Looked at These Legal Documents Lately?
Four Steps to Rebuilding Your Business
Return of Premium Life Insurance: Protection and Cash Back
Accumulating Funds for Short-Term Goals
Investing in UITs
Business Cycle Basics: Recessions Begin and End Before We Know It
Insurance to Help Protect Your Business from Lawsuits
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?
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?
A New Chapter for Retirement
What Is a 1035 Exchange?
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?
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?
United States Tax History
How Are Annuities Taxed?
What Is a Bond Ladder?
Common Stock vs Preferred Stock
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
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 Is a Reverse Mortgage?
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?
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?
How Likely Am I to Need Long-Term Care?
What Are the Basic Types of Life Insurance?
Debt Profile of Older Americans
What Is Socially Responsible Investing?
U.S. Census Results: Takeaways
Should You Pay Off Debt or Save for Retirement?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
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
Are Your Investment Decisions Influenced by Emotions?
6 Reasons to Work with a Financial Professional
Women and Money: Taking Charge of Your Financial Future
Four Money Mistakes You Might Be Making
Putting Together the Retirement Income Puzzle
Social Security: When Should You Claim Retirement Benefits?
How Sequence of Returns Can Affect Your Retirement Savings
Taking a Financial Inventory
3 Factors to Consider When Investing for the Long Term
Fed Forecast: Low Rates Ahead
Are Value Stocks Poised for a Comeback?
4 Things To Do in the 4 Years Before College
Taking a Closer Look at Target Date Funds
The Latte Habit
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?
Long-Term Care Insurance
Disability Income Insurance
401(k) Information Request
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