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Products & Services

• Research Team

Associates

• Richard Moran, CFP
• Paul Heising, MBA, CFP
• Lisa McElravey, CFP
• Robert H. Sowder, CFS, AIF

Learning Center

Calculators

• Mortgage Refinancing
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Tax-Deferred Savings
• Savings Goals
• Taxable Equivalent Yield
• Net Worth
• Life Expectancy
• LTCI Cost of Waiting

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

Newsletters

Research Articles

• How Can a Living Trust Help Me Control My Estate?
• What Are the Pitfalls of Probate?
• What Is an IRA Rollover?
• What Are Annuity Living Benefits?
• How Much Do I Need to Save?
• A New Chapter for Retirement
• How Can I Estimate My Future Social Security Benefits?
• What Are My Retirement Plan Distribution Options?
• What Is a Traditional IRA?
• What Is a 401(k) Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is the Estate Tax?
• What Is a Required Minimum Distribution?
• When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
• What Tax Deductions Are Still Available to Me?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• What Are Dividends?
• What Is an Exchange-Traded Fund?
• What Is Diversification?
• What Is a Bond?
• What Is a Stock Index?
• What Is a Mutual Fund?
• What Is an Annuity?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• What Investment Risks Should I Know About?
• What Stock and Bond Investing Alternatives Do I Have?
• What Is Dollar-Cost Averaging?
• How Can I Better Manage My Short-Term Cash?
• How Does Inflation Affect Me?
• What Is Property and Casualty Insurance?
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Variable Life Insurance?
• How Can I Extend My Liability Coverage?
• Am I Prepared for Long-Term Care Expenses?

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
• Financial Planning: Helping You See the Big Picture
• 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