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Associates

• Bruce Levine, CLU, ChFC
• Susan Murphy Reid CLU, ChFC, CASL, ChHC, REBC
• Angelo Tardi
• Elaine Tomasek
• Mercedes Sanchez
• Kim Brennan

Learning Center

Calculators

• Loan Payoff
• Mortgage Acceleration
• Required Minimum Distributions
• Impact of Inflation
• Retirement Portfolio Lifespan
• Tax-Deferred Savings
• Roth IRA Conversion
• College Funding
• Savings Goals
• Savings Accumulation
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Disability Income Insurance

Flipbooks

• 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

Research Articles

• What Key Estate Planning Tools Should I Know About?
• What Are the Pitfalls of Probate?
• How Can My Gift Benefit Me and the Charity?
• How Can I Build and Preserve My Estate?
• 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?
• What Is the History of the Federal Estate Tax?
• Will Social Security Retire Before You Do?
• How Can I Estimate My Future Social Security Benefits?
• What Are My Retirement Plan Distribution Options?
• Save Now or Save Later?
• How Can I Benefit from Tax-Advantaged Investments?
• What Tax-Advantaged Alternatives Are Available?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• What Is the Tax History of the United States?
• What Is Diversification?
• What Is an Annuity?
• What Are the Different Classes of Assets?
• What Is Dollar-Cost Averaging?
• What Are Some Tips for Managing My Money?
• How Long Will It Take to Double My Money?
• What Advantages Does a Biweekly Mortgage Offer?
• What Are Some Smart Ways to Refinance?
• How Does Inflation Affect Me?
• Is a Home Equity Loan or Line of Credit Right for Me?
• What Is Term Life Insurance?
• How Can I Insure My Future?
• 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?

Glossary