Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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