Retirement Planning 2022 Key Financial Data Card The Art of Managing Retirement Assumptions Developing a Realizable Vision for Retirement Featured Downshifting: Working Longer and Loving It NUA Tax Strategy: How to Roll Over Appreciated Company Stock The Importance of Asset Location in Retirement Planning When to Apply for Social Security Benefits Downshifting: Working Longer and Loving It 11 Ways to Minimize the Bite from Medicare Taxes Should Business Owners Put Spouse On Payroll for Social Security Purposes? 4 Keys to the Millennial Balancing Act of Paying Off Using Expectancy Scenarios in Financial Planning
College Planning 10 Tips For Maximizing Financial Aid Key College Funding Data 2022 2023 Featured Child Id Theft: 8 Steps to Keep Your Kids Safe College Planning: Know the Rules for Education Funding Planning a Debt-Free College Education Using Expectancy Scenarios in Financial Planning 4 Ways to Evaluate a Financial Aid Award Letter 7 Ways to Help You Cut College Costs Filing the FAFSA: Do it Soon, Do it Right How Parent & Child Assets Impact Financial Aid Parents Want to Know: Will My Child Make A Good Salary After College? Paying for College Is a Family Affair Roth IRAs: The Ultimate College Savings Vehicle? 4 Keys to the Millennial Balancing Act of Paying Off
General Financial Planning Key Financial Data 2023 5 Questions to Ask Yourself 5 Years Before You Retire 5 Ways to Boost Your Security Against ID and Credit Card Theft 2022 Key Financial Data Card A Widow's Worst Nightmare Child Id Theft: 8 Steps to Keep Your Kids Safe Disaster Planning: Steps for Guarding Your Assets Famous Estate Planning Blunders Financing a New Baby: The Cost of Parenthood Health Care Checklist for Finding the Best Coverage How to Get Tax Savings on Charitable Contributions After 2018 Last Will & Testament: Add a Letter Covering These 14 Wishes Planning for a 30-Year Retirement Sell or Rent: Deciding What to Do With Your Home The 99% Rule for Spousal Beneficiaries of IRAs 5 Things You Need to Know About the Secure Act Will Working Longer Help - or Hinder - Your Social Security Benefit? Asset Allocation: A 50-Year Review Factors to Consider When Updating Insurance Coverage Get Ready for 7 Serious Life Transitions Ahead 4 Keys to the Millennial Balancing Act of Paying Off 4 Keys to the Millennial Balancing Act of Paying Off How Rising Interest Rates Can Affect Your Financial Plans
Investment Planning in Retirement Asset Liability Matching for Retirees Cracking the Nest Egg: When Accumulation Becomes Distribution Developing a Realizable Vision for Retirement Featured How Rising Interest Rates Can Affect Your Financial Plans 2022 Key Financial Data Card The Art of Managing Retirement Assumptions The Importance of Asset Location in Retirement Planning 4 Keys to the Millennial Balancing Act of Paying Off 5 Things You Need to Know About the Secure Act The 99% Rule for Spousal Beneficiaries of IRAs
Risk Management and Insurance for Retirees 4 Common Elder Scams: How to Stay Safe and Fight Back Checklist: Is It Time for Assisted Living? How Much Should Retirees Allocate to Stocks? 11 Ways to Minimize the Bite from Medicare Taxes Parks Capital Building Health Care Costs into Retirement Planning Health Care Options in Retirement How to Build a Retirement Health Care Budget How to Keep Health Care Costs Under Control in Retirement Planning for Future Health Care Costs 7 Estate Planning Things You Must Do in the Time of Coronavirus
Social Security & Medicare Can You Reduce Your Lifetime Health Care Costs by Staying Healthy? Creative Social Security Claiming Strategies: Understanding the Nuances Do You Need to Sign Up for Medicare at 65 if You're Still Working? Get Ready for 7 Serious Life Transitions Ahead Checklist: Is It Time for Assisted Living? When to Apply for Social Security Benefits Will Working Longer Help - or Hinder - Your Social Security Benefit? 3 Ways to Raise Your Social Security Benefit Social Security, Medicare, and HSAs The Cost-of-Living Adjustment and What It Means For You Understanding Social Security Benefit Estimates Why Open a my Social Security Account? Social Security for Widows
Small Business Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules? Am I Eligible For A Qualified Business Income (QBI) Deduction? 10 Ways to Protect a Small Business From Hackers Funding a Start-Up in Retirement Should Business Owners Put Spouse On Payroll? A Quick Guide to Retirement Plans for Small Business 5 Things You Need to Know About the Secure Act
Financial Planning Checklists and Flowcharts Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules? Am I Eligible For A Qualified Business Income (QBI) Deduction? What Issues Should I Consider Before The End Of The Year? What Issues Should I Consider When Harvesting Capital Losses? What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions? Can I Make A Deductible IRA Contribution? Can I Do A Qualified Charitable Distribution From My IRA? Will My Roth IRA Conversion Be Penalty-Free? What Issues Should I Consider If My Spouse Passed Away? What Issues Should I Consider With My Social Security Retirement Benefits? Featured Should I Set Up A Traditional 401(k) For My Business? What Issues Should I Consider As A Business Owner Or 1099 Worker?
