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Associates

• Michael A. Ganci
• Kaitlyn (Katie) Powers
• Yvonne Smith

Learning Center

Calculators

• Loan Payoff
• Mortgage Refinancing
• Credit Card Debt
• Required Minimum Distributions
• Tax-Deferred Savings
• IRA Eligibility
• College Funding
• 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

Newsletters

• HOT TOPIC: Brick-and-Mortar: The Precarious Fate of Traditional Retail
• Buying and Selling: Trading Basics
• Insuring Your College Student
• New Math for Social Security
• Estate Planning: Life Insurance Options for Leaving a Legacy
• Keeping Up with Quarterly Taxes
• HOT TOPIC: Low Volatility: Calm Before the Storm?
• Do You Have Enough Life Insurance?
• Deficit Trading: The Import/Export Imbalance
• ETFs or Mutual Funds: What's the Difference?
• Demographic Dilemma
• Social Media Marketing Strategies
• HOT TOPIC: Volatility Puts Tech Sector in the Spotlight
• When a Saver Marries a Spender, Every Penny Counts
• Surprise! It’s Retirement Time
• Interested in Interest Rates?
• Anticipating Inflation?
• Offering Life Insurance as an Employee Benefit
• HOT TOPIC: Full Employment: What Happens Now?
• Investing in Your Values
• Do You Need Disability Insurance
• Student Loans Meet Retirement
• Indexed Annuities
• The Pros and Cons of Financing Options
• HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch
• Mutual Benefits: Funds to Pursue Your Goals
• The State of Social Security
• Use Sense with Student Loans
• Advance Medical and Legal Directives
• Consider Taxation When Setting Compensation
• HOT TOPIC: Debt Ceiling: A Stop Sign for Federal Borrowing
• Are UITs for You?
• Is It Wise to Trade Your Pension for a Lump Sum?
• Factor-Based Investing
• Real Estate Markets on the Mend
• Cash Balance Plans Can Help Supercharge Retirement Savings
• HOT TOPIC: Automating the American Workforce
• Tax Breaks for College Costs
• What Is the Roth IRA Five-Year Rule?
• Chasing Performance vs. Diversification
• Tax Tips on Capital Gains
• LLCs: Hybrid Structure May Offer Best of Both Worlds
• HOT TOPIC: Digital Deception: Current Trends in Cybercrime
• How Much Should You Save for Retirement?
• Managing Risk with a Strong Foundation
• A Roadmap for Your Family
• Taxing Social Security Benefits
• Six Steps to Launching a New Venture
• HOT TOPIC: Rising Rates: The Fed Takes Next Step Toward Normal
• The Cost of Caregiving
• In or Out of the Nest? Helping Adult Children
• Following the Federal Reserve
• Improving Market Allows More Owners to Cash Out
• Making Sense of Beneficiary Designations
• Consider Munis for Tax-Free Income
• Finding Lost Money
• Why You Need a Will…Even If You’re Not a Prince
• Could the AMT Boost Your Taxes?
• New Overtime Rules Could Be Costly for Small Businesses
• Feeling Confident: Steps to Saving More
• Balancing Medicare and Work-Based Insurance
• Step Up to Help Reduce Taxes on Inherited Assets
• Medicare Means Testing
• Bracing for Potential Cybersecurity Threats
• Changing Jobs? Careful with Your 401(k)
• Universal Life for Flexibility
• Know Your Credit Score
• Looking for Income? Consider Closed-End Funds
• Comparing Your Retirement Plan Options

Videos

• The Latte Habit
• The Retirement Income Factor
• American Tax Burden
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• Protecting Your Dependents with Life Insurance
• The Value of a Bond

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Group Health
• Life Insurance
• Individual Health
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
• Charting
• Portfolios

Flipbooks