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Associates

• Kevin Bateman and Amanda Miller, MBA
• Dale Baldwin
• Robert Braun

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Cost of Retirement
• Federal Income Tax
• Tax-Deferred Savings
• College Funding
• Savings Goals
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Expectancy

E-Seminars

Flipbooks

• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

Newsletters

• HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
• Versatile 529 Plans Can Help with More than Just College
• Life Insurance in Retirement
• Catch Up for a More Comfortable Retirement
• Look Out for Observation Care
• Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
• HOT TOPIC: Tariffs Drive Market Volatility
• ETFs Are Closing the Gap with Mutual Funds
• Debt After Death: What Happens to Debt When Someone Dies?
• Playing Fair: New Consumer Protections for Airline Passengers
• QLACs: Your Retirement Accounts Can Act Like Pensions
• Concerned About Cyberattacks? The Threat Is Real
• HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
• Breaking Down the Numbers: The Soaring U.S. National Debt

Research Articles

• What Key Estate Planning Tools Should I Know About?
• What Is a SIMPLE?
• How Much Do I Need to Save?
• Unforgettable Birthdays
• What Is the Capital Gain Tax?
• Is There Such a Thing as a Tax-Free Investment?
• What Is the Tax History of the United States?
• What Is Stock?
• What Is a Bond?
• What Is a Stock Index?
• What Is an Annuity?
• What Investment Risks Should I Know About?
• How Can I Save for My Child’s College Education?
• What Stock and Bond Investing Alternatives Do I Have?
• What Is Dollar-Cost Averaging?
• What Are Some Tips for Managing My Money?
• How Does Inflation Affect Me?
• How Can I Insure My Future?

Videos

• The Sandwich Generation: Caught in the Middle
• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• 6 Reasons to Work with a Financial Professional
• Women and Money: Taking Charge of Your Financial Future
• Taking a Financial Inventory
• The Latte Habit

Glossary

Quote Requests

• Information Request