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Resources

Retirement

<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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<p>Traditional vs. Roth IRA</p>

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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<p>Don't Buy The Hype</p>

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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Investments & Money

<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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<p>A Taxing Story: Capital Gains and Losses</p>

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Estate

<p>Estate Management Checklist</p>

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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<p>A Primer on Irrevocable Life Insurance Trusts</p>

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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<p>Choosing a Business Structure</p>

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Taxes

<p>Tax Freedom Day</p>

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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<p>What Do Your Taxes Pay For?</p>

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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