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Associates

• Jerry Rex
• Bryan Rex
• Adam Rex
• J. Scott Komarnicki
• Katherine French
• Martinette Smith
• Nikki Long
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• John Watts

Learning Center

Calculators

• Loan Payoff
• Mortgage Refinancing
• Estate Taxes
• Cost of Retirement
• Tax-Deferred Savings
• College Funding
• Net Worth
• Life Insurance

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
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

Newsletters

• HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
• Considerations When Making Gifts to Children
• A Steady Strategy
• Stock Market Risks in the Spotlight
• Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
• HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
• 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
• HOT TOPIC: Rising Inflation: Where Will It Go from Here?
• Five Tips to Follow When Applying for a Mortgage
• Social Security Spousal Benefits
• Portfolios Get Personal: Growing Interest in Socially Responsible Investing
• Your Business: Minimum-Wage Laws in the Spotlight
• HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
• Key Retirement and Tax Numbers for 2021
• Are Value Stocks Poised for a Comeback?
• Asset Protection: Make Sure Your Umbrella Is Big Enough
• Is Your Home Office Also a Tax Shelter?
• HOT TOPIC: Pandemic Relief Measures and Your Tax Return
• Sequence Risk: Preparing to Retire in a Down Market
• Watch Out for These Financial Pitfalls in the New Year
• New Fed Policy Suggests Low Rates for the Long Term
• When You Can’t Speak for Yourself
• Big Data for Smaller Players
• HOT TOPIC: Revisiting the 4% Rule
• Five Tips to Regain Your Retirement Savings Focus in 2021
• Money Market Funds in a Low Rate Environment
• Prepare Your Finances for the Next Emergency
• Gift vs. Inheritance: Consider the Tax Difference
• Take Advantage of Deductions for Business Investments
• Should You Pay Off Student Loans Early or Save More for Retirement?
• Putting Your Nest Egg in Three Baskets
• Full House: Adult Children Coming Home
• Your Business: Could You Benefit from a Roth Conversion in 2020?
• Five Investment Tasks to Tackle by Year-End
• Three Questions to Consider During Open Enrollment
• Passive, Active, or Both?
• Your Estate: Have You Looked at These Legal Documents Lately?
• Four Steps to Rebuilding Your Business
• Return of Premium Life Insurance: Protection and Cash Back
• Accumulating Funds for Short-Term Goals
• Business Cycle Basics: Recessions Begin and End Before We Know It
• Insurance to Help Protect Your Business from Lawsuits
• Could You Be Responsible for Your Parents’ Nursing Home Bills?
• Survivor Benefits Provide a Financial Lifeline
• Consider Market Caps for Diversification
• Student Loan Stress? These Plans Might Help
• Why Family Businesses Should Have Succession Plans

Research Articles

• 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 Is a SIMPLE?
• What Is an IRA Rollover?
• What Is a Roth 401(k)?
• What Is a Profit-Sharing Plan?
• What Is a 403(b) Plan?
• How Much Do I Need to Save?
• A New Chapter for Retirement
• Unforgettable Birthdays
• Don’t Bank Your Retirement on Your Business
• What Are My Retirement Planning Options?
• Will Social Security Retire Before You Do?
• Social Security Income
• What Is a Self-Employed Retirement Plan?
• 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 Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• How Can I Keep More of My Mutual Fund Profits?
• How Can I Upgrade My Insurance — Tax-Free?
• What Are Dividends?
• Growth Stocks vs. Value Stocks
• What Is Stock?
• What Is Diversification?
• What Types of Bonds Are Available?
• What Is a Bond?
• What Do Bond Ratings Mean?
• What Is a Stock Index?
• How Do Mutual Funds and Stocks Differ?
• What Is a Mutual Fund?
• What Is a Closed-End Fund?
• What Is a Mutual Fund Load?
• What Is an Annuity?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• What Investment Risks Should I Know About?
• What Are the Different Classes of Assets?
• What Is Asset Allocation?
• How Can I Save for My Child’s College Education?
• What College Investment Options Do I Have?
• What Stock and Bond Investing Alternatives Do I Have?
• What Is Dollar-Cost Averaging?
• 529 Lesson Plan: High Scores for 529 Plans
• What Are Some Tips for Managing My Money?
• How Long Will It Take to Double My Money?
• What Cash Management Tools Are Available?
• How Do Money Market Mutual Funds Work?
• What Advantages Does a Biweekly Mortgage Offer?
• What Are Some Smart Ways to Refinance?
• What About Financial Aid for College?
• How Does Inflation Affect Me?
• Why Purchase Life Insurance?
• Life Insurance for Business Owners
• What Is Split-Dollar Life Insurance?
• Disability Income Insurance for Business Owners
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Universal Life Insurance?
• 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?
• How Can I Determine the Financial Strength of My Insurance Company?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?

Videos

• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?

Glossary

Quote Requests

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• Group Health
• Life Insurance
• Individual Health
• Disability Income Insurance
• Information Request

Flipbooks