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Associates

• Michael McCallum
• Sumner Schachter, CFP®
• Cameron Williams, CFP®
• Marie Lavin
• Tracey Westhoff
• Rodney Naylor
• Breanna McCallum

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Personal Inflation Rate
• Retirement Portfolio Lifespan
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• Roth IRA Conversion
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

E-Seminars

Newsletters

• HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
• A Steady Strategy in Turbulent Times
• College Savings: Roth or 529 Plan?
• Avoiding Probate with a Transfer-on-Death Deed
• Interest Rates and the Economy
• Steps to Executing an Exit Strategy
• HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
• Bonds Can Offer Stability Even with Rising Rates
• SRI Investing: Not Just for Stocks
• Be Aware of Observation Care
• Retirement Planning: How Secure Is Social Security?
• Watch Out for Scams That Target Businesses
• HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
• Do You Need a Power of Attorney?
• Why Americans Are Eating Out Less Than Ever
• Trusts Offer More Than Estate Tax Protection
• Considering Preferreds? Proceed with Caution
• Clarifying Tax Deductions for Meals and Entertainment
• HOT TOPIC: Keeping an Eye on Corporate Debt
• Taking a Team Approach to Retirement Savings
• IPOs: Consider the Risks Behind the Hype
• Bridging the Gap Between Retirement and Medicare Eligibility
• Estate Taxes: Should a Trust Own Your Life Insurance?
• Succession Plans Often Hinge on Reliable Valuation
• HOT TOPIC: What Are the Costs of the Government Shutdown?
• Need to Tap Your 401(k)? Proceed with Care
• Looking Back, Looking Ahead
• Getting Real About Retirement
• Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
• A Business Plan Can Be Your Guide to Growth
• HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
• ABLE Accounts for Disability Expenses
• Are Your Designated Heirs Up-to-Date?
• Consider a Customized Disability Policy
• Technology Trend: How Blockchain Could Impact the Future
• Some Small Companies Facing Tariff Troubles
• HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
• Competing Goals: Pay Off Student Loans or Save for Retirement?
• Low-Volatility Strategies for a Less Stressful Ride
• Know Your Mutual Funds
• Insurance Strategies: Giving Old Life Insurance a New Purpose
• Weighing a Wider Range of Health Plan Options
• Is a Roth 401(k) Right for You?
• Community Property Laws: Yours, Mine, and Ours
• Help with College: A Gift for Your Grandkids
• Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
• Reviewing Business Structure in Light of Tax Changes
• Seven Classic Investing Quotes
• Social Security 101
• Choosing and Using a College Checking Account
• Dealing with Divorce
• Key Tax Breaks for Business Owners
• Risk Tolerance Is About You, Not the Market
• Insurance with Potential Cash Value
• Inflation Protection for Investment Dollars
• A Map to Guide Your Family
• Family Limited Partnerships for Estate Planning Purposes
• ETFs on the Rise
• An Affordable Insurance Solution
• Oil Prices and the Economy
• Equity REITs and Rising Rates
• Reward Workers and Fund Retirement with a Cash Balance Plan
• Indexed Annuities: Potential Gain with Some Downside Protection
• New Tax Law Expands 529 Savings Plans
• Good News, Bad News for Boomer Retirement
• Making Sense of Bond Behavior
• Two Technology Trends to Help Power Growth

Research Articles

• Estate Planning
• SEP IRAs
• SIMPLE IRAs
• Stretch IRAs
• IRA Rollover
• Roth 401(k)
• Profit-Sharing Plans
• Money Purchase Pension Plans
• 403(b) Plans
• How Much Do I Need to Save?
• A New Chapter for Retirement
• Unforgettable Birthdays
• Your Business and Retirement
• Future of Social Security
• Social Security Income
• Traditional IRAs
• 401(k) Plans
• Save Now or Save Later
• Roth IRAs
• Capital Gain Tax
• Estate Tax
• Gift Tax
• Retirement Plan Limits
• Required Minimum Distributions
• Retirement Plan Taxes
• Withdrawing Before Age 59.5
• Tax Deferral
• Tax Deductions
• Tax Strategies for Retirement Plans
• Mutual Fund Profits
• Dividends
• Growth Stocks vs. Value Stocks
• Mutual Fund Taxes
• Stock
• Zero-Coupon Bonds
• Diversification
• Bonds
• Bond Ratings
• Stock Indexes
• Mutual Funds vs. Stocks
• Mutual Funds
• Closed-End Funds
• Mutual Fund Loads
• Annuities
• Asset Allocation
• College Investment Options
• Dollar-Cost Averaging
• Cash Management Basics
• Doubling Your Money
• Money Market Funds
• Biweekly Mortgages
• Smart Financing Ideas
• College Financial Aid
• Home Equity Loans
• Why Purchase Life Insurance
• Annuities as an Insurance Product
• Life Insurance for Business Owners
• Split-Dollar Life Insurance
• Last-Survivor Life Insurance
• Disability Income Insurance for Business Owners
• Insurance Claims
• Insuring Your Future
• Assessing Disability Income Insurance
• Evaluating Insurance Companies
• Medicare Coverage

Videos

• 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
• What Would Happen to Your Estate?

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Life Insurance
• 401(k) Information Request
• Information Request

Market Watch

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