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Newsletters

• Qualified Longevity Annuity Contracts (QLACs)
• A Quick and Dirty Guide to Credit
• New Study Finds Widespread Job Loss After 50
• Calculating Key Financial Ratios
• Avoiding Probate with a Transfer-on-Death Deed
• HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
• Retirement Planning: How Secure Is Social Security?
• Watch Out for Scams That Target Businesses
• Do You Need a Power of Attorney?
• Why Americans Are Eating Out Less Than Ever
• Trusts Offer More Than Estate Tax Protection
• Clarifying Tax Deductions for Meals and Entertainment
• Bridging the Gap Between Retirement and Medicare Eligibility
• Estate Taxes: Should a Trust Own Your Life Insurance?
• Succession Plans Often Hinge on Reliable Valuation
• HOT TOPIC: What Are the Costs of the Government Shutdown?
• A Business Plan Can Be Your Guide to Growth
• Are Your Designated Heirs Up-to-Date?
• Some Small Companies Facing Tariff Troubles
• Competing Goals: Pay Off Student Loans or Save for Retirement?
• Weighing a Wider Range of Health Plan Options
• Community Property Laws: Yours, Mine, and Ours
• Help with College: A Gift for Your Grandkids
• Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
• Reviewing Business Structure in Light of Tax Changes
• Social Security 101
• Choosing and Using a College Checking Account
• Dealing with Divorce
• Key Tax Breaks for Business Owners
• A Map to Guide Your Family
• Family Limited Partnerships for Estate Planning Purposes

Research Articles

• Identify your dream. Build on it. Protect it.
• Charity Can Begin with the Gift of Life Insurance
• Self-Employed Retirement Plans
• 401(k) Plans
• Roth IRAs

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• A Legacy of Love
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