All Articles
The key to making good financial decisions is to be well informed. Our collection of informative articles will help provide a solid understanding of a wide range of financial topics. On this single page, you’ll find all of our resource articles.
We invite you to scroll down and give them a read.
Paycheck & Benefits
Budgeting
An Introduction to Budgeting
Life Cycle Planning
Year End Financial Planning
Your Personal Financial Statements
Debt Elimination
Life After Debt
Structuring the Terms of Your Loan
Using Credit Cards Wisely
Retirement
The Basics of Retirement Planning
Traditional and Roth IRAs – Which is Right for You?
Bridging the Gap
Roth IRA Conversion Review
Changes in Living Expenses During Retirement
Calculating Your Social Security Benefit
Retiring at an Early Age
Minimum Retirement Plan Distributions
Insurance
Determining Your Life Insurance Coverage Needs
What Is Term Life Insurance?
What Is Permanent Life Insurance?
Auto Insurance: How It Works
Health Insurance: How It Works
The Basics of Homeowners Insurance
Do You Need Private Mortgage Insurance?
Home & Mortgage
Understanding the Mortgage Underwriting Process
Mortgage Basics
Taxation on the Sale of a Home
Tax Aspects of Working at Home
Investing & Saving
Taking the Mystery Out of Capital Gains
Gift Tax Fundamentals
Time Value of Money and Your Financial Objectives
Investing In Stocks
Where Bonds Belong
Introduction to Certificates of Deposit
Using Mutual Funds In Your Portfolio
The Importance of Asset Allocation
Finding A Comfortable Level Of Risk
What is a Variable Annuity?
What is a Qualified Annuity?
Managing Your Assets
College
Create a Funding Strategy
Financial Aid for College Students
Finding Scholarship Opportunities
Investment Alternatives for Funding a College Education
Section 529: College Savings Plans
The Increasing Cost of Education
About Coverdell Education Savings Accounts (ESA)
Estate Planning
Charitable Remainder Trusts
A Will that Meets Your Needs
Use of Living Trusts
Gifting Strategies for Estate Planning
A Living Will
Selecting an Executor or Trustee
Estate Settlement
Determining the Estate Tax
Estate Tax Saving Strategies
Estate Planning Life Insurance
Family Limited Partnerships (FLP)
Strategies for Family-Owned Businesses
Gifting Stock
Special Situation Strategies
Generation Skipping Tax
Reviewing Your Estate Plan