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Associates

• Barb Folz
• Patti Kavanagh
• Brian McKnight, CFP^®
• Katie Meek
• Nelson Moen
• Allie Northrop
• Tony Parr, CFP^®
• John Rudi, CFP^®

Calculators

• Estate Taxes
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Research Articles

• Estate Planning
• Living Trusts
• Avoiding Probate
• Charitable Giving
• Controlling the Distribution
• Paying Estate Taxes
• Benefits of A-B Trusts
• Gifting Strategies
• Charitable Lead Trusts
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• History of the Federal Estate Tax
• Planning Options
• Future of Social Security
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• Self-Employed Retirement Plans
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• Retirement Plan Distributions
• Traditional IRAs
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• Managing Retirement Plans
• Save Now or Save Later
• Roth IRAs
• Tax Deferral
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• Tax-Advantaged Alternatives
• Tax Strategies for Retirement Plans
• Tax-Free Investments
• Types of Bonds
• Bonds
• Bond Ratings
• Stock Indexes
• Investment Risks
• Asset Classes
• Asset Allocation
• College Investment Options
• Dollar-Cost Averaging
• 529 Plans
• Cash Management Basics
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• Effects of Inflation
• Why Purchase Life Insurance
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• Auto Insurance
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• Maximizing Your Insurance Benefits
• Insuring Your Future
• Protecting Your Home
• Assessing Disability Income Insurance
• Types of Health Coverage
• Additional Liability Coverage
• HMOs and PPOs
• Evaluating Insurance Companies
• Long-Term Care Costs
• Medicare Coverage

Videos

• 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?
• What Is An Annuity?
• Bringing Up Baby

Glossary