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Associates

• Paul D'Ostroph III
• Nicholas Aguglia
• Kevin Caffery
• Patrick DeNisco
• Mike Knavel
• Nick Ludwa CFP, CLU
• John MacDonald
• Alicia Pytlik
• Taylor Schmittendorf
• Melissa Senyk
• Jack Waggoner CFP

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• Cost of Retirement
• 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
• Capital Gains Taxes
• Cash Flow Analysis
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self 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
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: After the Storms: The Economic Impact of Harvey and Irma
• Birthday Opportunities
• New Life for Your Old Insurance Policy
• The State of State Pensions
• Bracing for Higher Rates
• Insuring a Home-Based Business
• HOT TOPIC: Brick-and-Mortar: The Precarious Fate of Traditional Retail
• Buying and Selling: Trading Basics
• Insuring Your College Student
• New Math for Social Security
• Estate Planning: Life Insurance Options for Leaving a Legacy
• Keeping Up with Quarterly Taxes
• HOT TOPIC: Low Volatility: Calm Before the Storm?
• Do You Have Enough Life Insurance?
• Deficit Trading: The Import/Export Imbalance
• ETFs or Mutual Funds: What's the Difference?
• Demographic Dilemma
• Social Media Marketing Strategies
• HOT TOPIC: Volatility Puts Tech Sector in the Spotlight
• When a Saver Marries a Spender, Every Penny Counts
• Surprise! It’s Retirement Time
• Interested in Interest Rates?
• Anticipating Inflation?
• Offering Life Insurance as an Employee Benefit
• HOT TOPIC: Full Employment: What Happens Now?
• Investing in Your Values
• Do You Need Disability Insurance
• Student Loans Meet Retirement
• Indexed Annuities
• The Pros and Cons of Financing Options
• HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch
• Mutual Benefits: Funds to Pursue Your Goals
• The State of Social Security
• Use Sense with Student Loans
• Advance Medical and Legal Directives
• Consider Taxation When Setting Compensation

Research Articles

• Estate Planning
• Living Trusts
• Avoiding Probate
• Charitable Giving
• Preserving My Estate
• Controlling the Distribution
• Paying Estate Taxes
• Gifting Strategies
• Charitable Lead Trusts
• Charitable Remainder Trusts
• Wealth Replacement Trusts
• Property Ownership
• History of the Federal Estate Tax
• Future of Social Security
• Social Security Income
• Retirement Plan Distributions
• Managing Retirement Plans
• Save Now or Save Later
• Tax Deferral
• Mutual Fund Profits
• United States Tax History
• Diversification
• Types of Bonds
• Bonds
• Stock Indexes
• Mutual Funds vs. Stocks
• Mutual Funds
• Closed-End Funds
• Annuities
• Fixed vs. Variable Annuities
• Asset Classes
• Asset Allocation
• College Savings Plans
• College Investment Options
• Stock and Bond Investing Alternatives
• Dollar-Cost Averaging
• 529 Plans
• Cash Management Basics
• Doubling Your Money
• Money Market Funds
• Savings Alternatives
• Effects of Inflation
• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Maximizing Your Insurance Benefits
• Assessing Disability Income Insurance
• Evaluating Insurance Companies
• Long-Term Care Costs
• Long-Term-Care Needs

Videos

• The Latte Habit
• The Retirement Income Factor
• American Tax Burden
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• Protecting Your Dependents with Life Insurance
• Behavioral Finance
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?
• Bringing Up Baby

Quote Requests

Market Watch

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