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  Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
  Dow Jones Industrials	27,076.82	-0.52%

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• Articles

  • Cash Management

    • Cash Management Basics
    • Doubling Your Money
    • Cash Management Tools
    • Money Market Funds
    • Managing Cash
    • College Financial Aid
    • Savings Alternatives
    • Effects of Inflation

  • Estates & Trusts

    • Estate Planning
    • Living Trusts
    • Avoiding Probate
    • Charitable Giving
    • Paying Estate Taxes
    • Gifting Strategies

  • Investing

    • Dividends
    • Exchange-Traded Funds
    • Diversification
    • Types of Bonds
    • Bonds
    • Bond Ratings
    • Stock Indexes
    • Mutual Funds vs. Stocks
    • Mutual Funds
    • Investment Risks
    • Asset Classes
    • Asset Allocation
    • College Savings Plans
    • Dollar-Cost Averaging
    • 529 Plans

  • Retirement

    • IRA Rollover
    • Roth 401(k)
    • How Much Do I Need to Save?
    • Planning Options
    • Future of Social Security
    • Social Security Income
    • Self-Employed Retirement Plans
    • Retirement Plan Distributions
    • Traditional IRAs
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  • Risk Management

    • Why Purchase Life Insurance
    • Term Life Insurance
    • Insuring Your Future
    • Types of Health Coverage
    • Evaluating Insurance Companies
    • Long-Term Care Costs
    • Medicare Coverage
    • Long-Term-Care Needs
    • Types of Life Insurance

  • Tax Planning

    • Required Minimum Distributions
    • Withdrawing Before Age 59.5
    • Tax Deferral
    • Tax-Advantaged Investments
    • Tax-Advantaged Alternatives
    • Tax Strategies for Retirement Plans
    • Tax-Free Investments

• Newsletters

  • September

    • HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
    • Sticker Shock May Drive Consumers to Used Cars
    • Risk Tolerance: Stress-Test Your Portfolio…and Yourself
    • Steps to Help Lower Capital Gains Taxes
    • Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
    • Could Employee Ownership Be Part of Your Succession Plan?

  • August

    • HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
    • Caught in the Middle: The Sandwich Generation
    • Consider REITs for Income and Diversification
    • Life Insurance with Long-Term Care Benefits
    • Qualified Longevity Annuity Contracts (QLACs)
    • A Quick and Dirty Guide to Credit

  • July

    • HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
    • Seeking Balance in a Mutual Fund
    • What’s the Real Return on Your Investments?
    • Indexed Annuities: Growth Potential with Downside Protection
    • New Study Finds Widespread Job Loss After 50
    • Calculating Key Financial Ratios

  • June

    • HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
    • A Steady Strategy in Turbulent Times
    • College Savings: Roth or 529 Plan?
    • Avoiding Probate with a Transfer-on-Death Deed
    • Interest Rates and the Economy
    • Steps to Executing an Exit Strategy

  • May

    • HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
    • Bonds Can Offer Stability Even with Rising Rates
    • SRI Investing: Not Just for Stocks
    • Be Aware of Observation Care
    • Retirement Planning: How Secure Is Social Security?
    • Watch Out for Scams That Target Businesses

  • April

    • HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
    • Do You Need a Power of Attorney?
    • Why Americans Are Eating Out Less Than Ever
    • Trusts Offer More Than Estate Tax Protection
    • Considering Preferreds? Proceed with Caution
    • Clarifying Tax Deductions for Meals and Entertainment

  • March

    • HOT TOPIC: Keeping an Eye on Corporate Debt
    • Taking a Team Approach to Retirement Savings
    • IPOs: Consider the Risks Behind the Hype
    • Bridging the Gap Between Retirement and Medicare Eligibility
    • Estate Taxes: Should a Trust Own Your Life Insurance?
    • Succession Plans Often Hinge on Reliable Valuation

  • February

    • Need to Tap Your 401(k)? Proceed with Care
    • Looking Back, Looking Ahead
    • Getting Real About Retirement
    • Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
    • A Business Plan Can Be Your Guide to Growth

  • January

    • ABLE Accounts for Disability Expenses
    • Are Your Designated Heirs Up-to-Date?
    • Consider a Customized Disability Policy
    • Technology Trend: How Blockchain Could Impact the Future
    • Some Small Companies Facing Tariff Troubles

  • December

    • Competing Goals: Pay Off Student Loans or Save for Retirement?
    • Low-Volatility Strategies for a Less Stressful Ride
    • Know Your Mutual Funds
    • Insurance Strategies: Giving Old Life Insurance a New Purpose
    • Weighing a Wider Range of Health Plan Options

  • November

    • Is a Roth 401(k) Right for You?
    • Community Property Laws: Yours, Mine, and Ours
    • Help with College: A Gift for Your Grandkids
    • Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
    • Reviewing Business Structure in Light of Tax Changes

  • October

    • Seven Classic Investing Quotes
    • Social Security 101
    • Choosing and Using a College Checking Account
    • Dealing with Divorce
    • Key Tax Breaks for Business Owners

• Videos

  • Should You Pay Off Debt or Save for Retirement?
  • Should You Sell When the Market Drops?
  • Inflation: The Sneaky Thief
  • How Pre-Tax Contributions Affect Your Paycheck
  • 3 Potential Benefits of Dollar-Cost Averaging
  • Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
  • The Basics of Social Security Retirement Benefits
  • Financial Planning: Helping You See the Big Picture
  • Stocks and Stock Mutual Funds 101
  • Bonds and Bond Mutual Funds 101
  • The Pros and Cons of a Big Tax Refund
  • The Retirement Income Factor
  • 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

• Calculators

  • Cash Management

    • Cash Flow Analysis
    • Net Worth
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  • Estate Planning

    • Estate Taxes

  • Loans & Credit Cards

    • Loan Payoff
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    • Mortgage Refinancing
    • Mortgage Acceleration
    • Credit Card Debt
    • Lease Payment
    • Car Affordability

  • Retirement & Inflation

    • Cost of Retirement
    • Required Minimum Distributions
    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Personal Inflation Rate
    • Retirement Portfolio Lifespan

  • Risk Management

    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance
    • LTCI Cost of Waiting
    • Disability Income Insurance

  • Saving & Investing

    • College Funding
    • Savings Goals
    • Savings Accumulation
    • Taxable Equivalent Yield

  • Taxes & IRAs

    • Federal Income Tax
    • Tax-Deferred Savings
    • IRA Eligibility
    • Roth IRA Conversion

• Glossary

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