Jennifer Navin Bio
Alex Wordsworth Bio
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Roth IRA Conversion
Taxable Equivalent Yield
Cash Flow Analysis
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
HOT TOPIC: High Inflation: How Long Will It Last?
Working While Receiving Social Security Benefits
Baseball Lessons That Might Help Change Up Your Finances
Planning to Quit Your Job? What to Know Before You Go
Why Small Businesses Should Pay Attention to Accessibility
Food Inflation: What’s Behind It and How to Cope
HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
ETFs Are Gaining on Mutual Funds: Here’s Why
Key Retirement and Tax Numbers for 2022
Splurge or Save? Making the Most of Your Income-Tax Refund
What’s the Difference Between Medicare and Medicaid?
Flood Insurance: Be Prepared for Rising Waters and Changing Rates
HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
When Two Goals Collide: Balancing College and Retirement Preparations
Mutual Funds: Do You Know What’s in Your Portfolio?
If You Don’t Have a Will, You Probably Should
Going Green: A Fast-Growing Corner of the Global Bond Market
When Buying Is Easy, Paying Later Can Be a Problem
HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
Building Blocks for Financing College with Less Debt
How to Correct an Error on Your Credit Report
Preparing for Libor to Leave the Building
Are You a HENRY? Consider These Wealth-Building Strategies
Did You Know Medicaid May Pay You as a Family Caregiver?
HOT TOPIC: The Fed Pivots to Fight Inflation
401(k) and IRA: A Combined Savings Strategy
Charitable Giving Can Be a Family Affair
Your Social Security Statement: What’s in It for You?
Looking Back, Looking Forward
Going Public: How Are Direct Listings Different from IPOs?
HOT TOPIC: Supply-Chain Chaos: Holiday Edition
Should You Speed Up Your Retirement Plans?
Year-End 2021 Tax Tips
Balancing Medicare and Work-Based Insurance
Is Your Business Eligible for the Research and Development Tax Credit?
Catalytic Converter Thefts Are on the Rise: Here’s Why
Net Price Calculators Help Gauge College Affordability
Is a High-Deductible Health Plan Right for You?
Women Face Challenges in a Post-Pandemic World
Do You Have a Tax-Smart Withdrawal Strategy?
Signs of a Scam…and How to Resist It
Child Tax Credit for 2021: Will You Get More?
A More Affordable Life Insurance Solution
Following the Inflation Debate
What a Relief! Congress Acts Against Surprise Medical Bills
HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
Considerations When Making Gifts to Children
A Steady Strategy
Pension or Lump Sum: Which Should You Choose?
Stock Market Risks in the Spotlight
Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
New Changes to College Financial Aid and Education Tax Benefits
How Well Do You Understand Retirement Plan Rules?
Is the Medicare Donut Hole Really Closed?
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
Your Business: New Rules for Writing Off Restaurant Meals
What Key Estate Planning Tools Should I Know About?
How Can a Living Trust Help Me Control My Estate?
What Are the Pitfalls of Probate?
How Can My Gift Benefit Me and the Charity?
How Can I Control the Distribution of My Estate?
How Will I Pay Estate Taxes?
Can I Benefit from an A-B Trust?
What Gifting Strategies Are Available to Me?
How Can I Benefit from a Charitable Lead Trust?
How Can I Benefit from a Charitable Remainder Trust?
How Can I Benefit from a Wealth Replacement Trust?
Could My Family Benefit from a Family Limited Partnership?
What Is the Best Form of Property Ownership for Me?
History of the Federal Estate Tax
What Are My Retirement Planning Options?
Will Social Security Retire Before You Do?
Social Security Income
What Is a Self-Employed Retirement Plan?
What Is an Indexed Annuity?
Retirement Plan Distributions
What Is a Traditional IRA?
What Is a 401(k) Plan?
How Should I Manage My Retirement Plan?
Save Now or Save Later?
What Is a Roth IRA?
What Is Tax Deferral?
What Tax Deductions Are Still Available to Me?
What Tax-Advantaged Alternatives Do I Have?
What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
Is There Such a Thing as a Tax-Free Investment?
What Types of Bonds Are Available?
What Is a Bond?
What Do Bond Ratings Mean?
What Is a Stock Index?
What Investment Risks Should I Know About?
What Are the Different Classes of Assets?
What Is Asset Allocation?
What College Investment Options Do I Have?
What Is Dollar-Cost Averaging?
529 Lesson Plan: High Scores for 529 Plans
What Are Some Tips for Managing My Money?
What About Financial Aid for College?
How Does Inflation Affect Me?
Why Purchase Life Insurance?
What Is Property and Casualty Insurance?
Do I Need a Business Owner Policy?
Life Insurance for Business Owners
What Is Split-Dollar Life Insurance?
What Is Last-Survivor Life Insurance?
Disability Income Insurance for Business Owners
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
What Is Variable Life Insurance?
What Are the Main Types of Auto Insurance?
Making a Property Insurance Claim
How Can I Maximize My Insurance Benefits?
How Can I Insure My Future?
How Can I Protect My Home?
Do I Need Disability Income Insurance?
What Types of Health Coverage Are Available?
How Can I Extend My Liability Coverage?
What Is the Difference Between an HMO and a PPO?
How Can I Determine the Financial Strength of My Insurance Company?
Am I Prepared for Long-Term Care Expenses?
What Does Medicare Cover?
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?