Estate & Gift Planning
- The 3 Phases of Business Continuation Planning
- Status of State Death Taxes: Summary
- Uniform Transfers to Minors Act (UTMA/UGMA)
- 2503(b) Trust
- 2503(c) Trust
- Trust for Minors
- Intentionally Defective Irrevocable Trust (IDIT)
- Limits on Trusts
- Customizing Trusts
- Health Care Proxies - 5 Biggest Mistakes
- Business Owners, What's Your Succession Plan?
- Using Charitable Trusts to Transfer Business Assets
Savings & Retirement
- Investing in Your HSA vs. Your 401(k)
- The Basics of Social Security Retirement Benefits
- Rolling Over Funds from an Employer Retirement Savings Plan: What You Need to Know
- Borrowing or Withdrawing Money from Your 401(k) Plan
- Roth IRA Basics
- IRAs
- Roth IRAs
- The Benefits of Tax-Advantaged Savings Vehicles
- Simplified Employee Pension Plans (SEPs)
- SIMPLE IRA Plans
- 401(k) Plans
- The Roth 401(k)
Social Security
- Social Security Retirement Benefit Basics
- Understanding Social Security
- Social Security
- Average Social Security Retirement Benefit Age 65 and Older
- How Much Income Does Social Security Replace? (Dec)
- Optimizing Your Social Security Retirement Benefits
- Determining Eligibility for Social Security Benefits
- Planning for Earned Income in Retirement
- Timing Your Earnings in Retirement to Optimize Your Social Security Retirement Benefit
- Social Security – Beware The Annual Earnings Limitation
- Ten Things To Think About Before You Claim Social Security
- Social Security: When Should You Claim Retirement Benefits?
Investments
Insurance
Education Funding
- The ABCs of 529 Plans
- 529 Plans: The Ins and Outs of Contributions and Withdrawals
- I have two children. Should I open one 529 account for both children or a separate account for each child?
- Can I open a 529 plan account with a lump sum?
- Estate Planning and 529 Plans
- How Grandparents Can Help Grandchildren with College Costs
- 529 Plans vs. Coverdell Education Savings Accounts
- 529 Plans vs. Other College Savings Options
- New Simplified FAFSA for 2024-2025