Articles

This section of our website is the most robust, featuring a vast library of articles on a variety of financial and related topics. We have organized this into general categories for your convenience. If you don’t find the topic you are looking for, drop us an email and we will locate the topic you seek.

Personal Finance

Business Owners

Government Benefits

Tax Planning

Education Planning

Special Situations

Investment Planning

Active versus Passive Portfolio Management
Balancing Your Investment Choices with Asset Allocations
Beyond Traditional Asset Classes: Exploring Alternatives
Bonds, Interest Rates, and the Impact of Inflation
Concentrated Stock Positions: Considerations and Strategies
Distribution Funds: Putting Income on Autopilot
Eleven Ways to Help Yourself Stay Sane in a Crazy Market
Equity-Indexed Annuities
Exchange-Traded Funds: Do They Belong in Your Portfolio?
Growth vs. Value: What's the Difference?
Handling Market Volatility
Holding Equities for the Long Term: Time versus Timing
Inflation-Fighting TIPS
Lump Sum vs. Dollar Cost Averaging: Which is Better?
Monitoring Your Portfolio
Monte Carlo Analysis
Protecting Your Savings and Investments
Separately Managed Accounts: Tailored to Suit You
Setting and Targeting Investment Goals
The ABCs of Mutual Fund Share Classes
The Power of Dividends in a Portfolio
The Investment Tax Landscape: Countdown to 2013
Top Year End Investment Tips
Understanding Bond Yields and the Yield Curve
Weighing the Choice between Taxable and Tax Free Bonds
Comparing Bond Yields (Presentation)
Investment Basics (Presentation)
The Impact of Inflation (Presentation)

Estate Planning

Charitable Giving
Estate Planning Key Numbers
Estate Tax Changes Under the 2010 Act
Family Limited Partnership (FLP) or Limited Liability Company (FLLC)
Grantor Retained Annuity Trust (GRAT)
Income in Respect of a Decedent
Irrevocable Life Insurance Trust (ILIT)
Key Estate Planning Documents You Need
Leaving a Legacy
Planning for Incapacity
Portability of Basic Exclusion Amount Between Spouses
Qualified Personal Residence Trust (QPRT)
The New Estate Tax Rules and Your Estate Plan
Trust Basics
Asset Protection (Presentation)
Basic Estate Planning (Presentation)
Charitable Giving (Presentation)
Estate Tax Changes Under the 2010 Tax Act (Presentation)
Life Insurance and Estate Planning (Presentation)
Lifetime Transfers (Presentation)
Planning for Incapacity (Presentation)
Charitable Lead Trust (Case Study)
Charitable Remainder Trust (Case Study)
Credit Shelter Trust (Case Study)
Domestic Self Settled Spendthrift Trust (Case Study)
Donor Advised Fund (Case Study)
Dynasty Trust (Case Study)
Private Family Foundation (Case Study)
Qualified Terminable Interest Property Trust (Case Study)
Revocable Living Trust (Case Study)
 

Protection Planning

Retirement Planning

401(k) Plans
403(b) Plans
All About IRAs
Annuities as an IRA Investment Option
Changing Jobs? Take Your 401(k) and Roll It
Common Annuity Riders
Common Factors Affecting Retirement Income
Converting Savings to Retirement Income
Deciding When to Retire: When Timing Becomes Critical
Guaranteed Lifetime Withdrawl Benefit Annuity Rider
How Much Annual Income Can Your Retirement Portolio Provide?
Immediate Annuities Can Provide Lifetime Income
In-Service Withdrawls from 401(k) Plans
Net Realized Appreciation: The Untold Story
Nonqualified Deferred Compensation (NQDC) Plans
Paying the Bills: Potential Sources of Retirement Income
Reaching Retirement - Now What?
Retirement Income Investing: Beyond Annuities
Retirement Planning Key Numbers
Rollovers
Safe Harbor 401(k) Plans
Saving for Retirement
Self Directed IRAs
Stretch IRAs
The Individual 401(k)
The Roth 401(k)
The Roth 403(b)
The Split Annuity: Current Income plus Future Savings
Trusteed IRAs
Women and Retirement Planning
Working During Retirement
Basic Retirement Planning (Presentation)
IRAs (Presentation)
Net Unrealized Appreciation (NUA) (Presentation)
Required Minimum Distributions (RMDs) (Presentation)
Retirement Income: The Transition Into Retirement (Presentation)
Retirement Planning with Annuities (Presentation)