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Associates

• Shelly Christian
• Krista May
• Deb Miller
• Dennis Miller
• Jennifer Redwine
• Colin Zwiebel

Learning Center

Calculators

• Impact of Inflation
• Roth IRA Conversion
• Savings Accumulation
• Life Insurance

E-Seminars

Flipbooks

• Investing Basics: Embark on Your Wealth-Building Journey

Research Articles

• What Key Estate Planning Tools Should I Know About?
• How Can My Gift Benefit Me and the Charity?
• What Gifting Strategies Are Available to Me?
• What Is a SIMPLE?
• What Is an IRA Rollover?
• What Is a 1035 Exchange?
• Unforgettable Birthdays
• Will Social Security Retire Before You Do?
• What Is a 401(k) Plan?
• 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 Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
• Growth Stocks vs. Value Stocks
• What Is a Stock Index?
• What Is a Mutual Fund Load?
• What Investment Risks Should I Know About?
• What Is Asset Allocation?
• What College Investment Options Do I Have?
• How Can I Better Manage My Short-Term Cash?
• What Advantages Does a Biweekly Mortgage Offer?
• What Are Some Smart Ways to Refinance?
• Life Insurance for Business Owners
• Disability Income Insurance for Business Owners
• What Is Term Life Insurance?
• How Can I Insure My Future?
• Do I Need Disability Income Insurance?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• The Basics of Social Security Retirement Benefits
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• Do You Know Who Your Beneficiaries Are?

Glossary

Flipbooks