Useful Links

• Assess Life Insurance Needs
• A Look at Whole Life Insurance
• Is Term Life Insurance for You?
• Universal Life Insurance
• Variable Universal Life Insurance
• What to Look for in an Extended-Care Policy
• Understanding Extended Care
• Keep Your Umbrella Handy
• Disability and Your Finances
• Term vs. Permanent Life Insurance
• Insuring Your Business With a Buy/Sell Agreement
• Protecting Your Business from the Loss of a Key Person
• Can Group, Private Disability Policies Work Together?
• Preparing for the Expected

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• Critical Estate Documents
• Estate Management Checklist
• And the Executor Is
• Put It in a Letter
• Will Power
• A Brief History of Estate Taxes
• Trends in Charitable Giving
• Problems with Probate
• Succeeding at Business Succession
• What is the Value of Your Business?
• Choosing a Business Structure
• Understanding the Alternate Valuation Date
• 4 Steps to Protecting a Child with Disabilities
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer

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• 9 Facts About Retirement
• 9 Facts About Social Security
• The Cost of Procrastination
• Healthcare Costs in Retirement
• When Should You Take Social Security
• Traditional vs. Roth IRA
• Split Annuity Strategy
• Where Will Your Retirement Money Come From?
• Important Birthdays Over 50
• How Will Working Affect Social Security Benefits?
• Immediate vs. Deferred Annuities
• Women and Financial Strategies
• Caring for Aging Parents
• What's So Great About a Rollover?
• What Is a Roth 401(k)?
• Systematic Withdrawals in Retirement

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• Understanding Marginal Income Tax Brackets
• How Income Taxes Work
• What Do Your Taxes Pay For?
• What If You Get Audited?
• What Is a 1035 Exchange?
• Do You Owe The AMT?
• How to Make the Tax Code Work for You
• Tax Deductions You Won't Believe
• Red Flags for Tax Auditors
• How to Appeal Your Property Taxes
• You May Need to Make Estimated Tax Payments If…
• Does Your Child Need to File an Income Tax Return?
• Tax Rules When Selling Your Home
• Filing Final Tax Returns for the Deceased
• Tax & Estate Strategies for Married LGBTQ+ Couples
• Counteracting Capital Gains with Tax-Loss Harvesting
• Capital Gains Tax When Selling Your Home
• What’s My 2024 Tax Bracket?

All Informative Videos