Financial Intel Monthly

Will You Outlive Your Money?

Social Security

Durable Power of Attorney for Health Care/Health-Care Proxy

Do Not Resuscitate Order

Collateral Assignment Split Dollar Method

Personal Automobile Insurance Policy

Evaluating and Comparing Automobile Insurance Policies

The Jobs Recovery: More Work to Be Done

How Disability Income Insurance Contracts Define Disability

Comparing Individual Disability Income Insurance Policies

Private Health Coverage: Policy Types and Provisions

Equity-Indexed Annuity

Annuity Guaranteed Lifetime Withdrawal Benefit

Term Life

Life Insurance Needs: Family Needs Approach

The Federal Employees Retirement System (FERS) Basic Benefit Plan

Tax Credits: Members of the Armed Forces

Postpone Income/Accelerate Deductions

Deductions: Other (Miscellaneous) Deductions

Strategies to Defer Taxes

Special Hurricane and Other Natural Disaster Distribution Provisions

Up-To-Date Market Week

Lump-Sum Distributions from Employer-Sponsored Retirement Plans

Disclaiming All or Part of an Inherited IRA or Retirement Plan

Traditional IRAs

Tax Shelters

Cash and Cash Alternatives: Tax Basics

Bonds: Tax Planning

Mutual Fund Fees and Expenses

Asset Allocation Funds: Lifestyle, Lifecycle, and Distribution

Rental of Vacation Property

Stock Indexes

Types of Bonds By Issuer: Corporates, Munis, Treasuries, Agency/GSEs, and Internationals

Comparing Taxable and Tax-Free Yields

Build America Bonds

Investment Research

What Will You Pay for Medicare in 2021?

Endorsement Split Dollar Method

Policy Roadmap

Homeowners Insurance Policy Clauses

Auto Insurance: Premiums and Coverage

Replacing and Conserving Disability Income Insurance Policies


Use Business Life Insurance for Tax Planning

Split Dollar Life Insurance, Including Nonqualified Deferred Compensation Plans

Estate, Gift, and Generation-Skipping Transfer (GST) Taxation and Life Insurance: Estate Planning

Definition of Life Insurance for Income Tax Purposes

Variable Universal Life (VUL)

Modified Endowment Contracts (MEC)

First to Die (Joint Life)

Finding Insurance Company Rating Information

Current Assumption Whole Life

Strategies to Provide Adequate Resources for Survivors in the Event of Premature Death

Personal Life Insurance

The Federal Employees Retirement System (FERS)

New College Cost Data for 2020-2021 School Year

Residence Transfer Subject to Special Power of Appointment

Miller Trusts

Buy-Sell Agreement (Including Redemption) to Provide Liquidity

Life Insurance in Estate Planning

Minimizing Estate Shrinkage

ExxonMobil Interest Rates Inch Upward, Likely Reducing 2021 Lump-Sums

Chevron Interest Rates Tick Upward, Likely Decreasing the Value of 2021 Lump-Sums

Bonds: An Introduction

Buying on Margin

Market and Investment Evaluation Methods

Fed Forecast: Low Rates Ahead || Video

Fundamental Analysis

Market Week: November 9th, 2020

International, Global, Regional, and Emerging Markets Funds


U.S. Stock, Commodity, and Option Exchanges

"Stretch" IRAs

Retirement Income: IRAs

Loans from Employer-Sponsored Retirement Plans

Spouse as Beneficiary of Traditional IRA or Retirement Plan

Withdraw the Entire Amount of an Inherited IRA or Retirement Plan within Five Years (Five-Year Rule)

Protecting Americans from Tax Hikes (PATH) Act of 2015

Deductions: Medical and Dental Expenses

Deductions: Personal Exemptions and Dependents

Tax Withholding as Forced Savings

Election 2020: Political Uncertainty Creates Potential for Market Swings

Personal and Dependency Exemptions: Members of the Armed Forces

IRA and Retirement Plan Limits for 2021

Kaiser Permanente Interest Rates Creep Upward Causing Lump-Sums to Decrease

Disability Insurance Coverage on a Key Employee

Taxation and Long-Term Care Insurance (LTCI)

Taxation of Annuities

Tax Planning with Life Insurance

Insurance Issues That Concern Unmarried Couples

Cash Value Life Insurance for Education Savings

Market Month: October 2020

Reasons to Keep Existing Life Insurance Policies

Market Week: November 2nd, 2020

Equity-Indexed Universal Life Insurance

Adjustable Life

Life Insurance Ownership and Beneficiary Designations

Fundamental Needs for Life Insurance

Uniformed Services Employment and Reemployment Rights Act of 1994 (USERRA)

Civil Relief for Members of the Armed Forces

The Civil Service Retirement System (CSRS)

State and Local Retirement Systems

Retirement Programs for Federal and State Employees

Special Needs Trusts

Residence Transfer Subject to Life Estate: Medicaid Planning

What to do if AT&T Ends 401(k) Matching

Purchase of Exempt Assets

Medicaid Planning: Residence Transfer in Trust

Premature Distribution Rule

Taxable and Tax-Free Bonds

Medicaid Planning: Protection of Principal Residence

Irrevocable Trusts (in Which the Creator Is Not a Beneficiary)

Irrevocable Income-Only Trusts

Supplemental Security Income (SSI) Benefits

Social Security Retirement Income: a Primer

Minimizing Your Social Security Payroll Tax/Self-Employment Tax

Market Week: October 26th, 2020

Minimizing Taxation of Your Social Security Retirement Benefit

Increasing Your Average Indexed Monthly Earnings Amount (AIME)

Your 529 Account: Making Contributions and Withdrawals

Employer-Sponsored Retirement Plans for Education Savings

Exclusion of Capital Gain on the Sale of Your Home

Getting Credit Cards

The Basics of Bankruptcy

Reducing the Cost of Debt

Income Taxes: Installment Agreements

Income Taxes: Enforcement and Collection Procedures

Correcting Errors on Your Credit Report

Chapter 7 Bankruptcy

Record Retention: Deciding Which Financial Records to Keep

Part F: Personal Auto Policy (PAP) Provisions

Part D: Coverage for Damage to Your Auto

Part C: Uninsured Motorists Coverage

Developing a Spending Plan

Charitable Giving

First-Time Homebuyer Tax Credit

Congratulations: You've Won the Lottery and You're Suddenly Wealthy!

The ABCs of 529 Plans

Evaluating Bonds by Maturity, Duration, and Convexity

ConocoPhillips Interest Rates Hit Record Lows

Market Week: October 19th, 2020

ExxonMobil Interest Rates Hit All-Time Record Lows

Chevron Interest Rates Drop Even Lower

Test Your Knowledge of Financial Basics

All About Credit Scores

Portability of Applicable Exclusion Amount Between Spouses

Understanding the Net Investment Income Tax

The Benefits of Tax-Advantaged Savings Vehicles

The Alternative Minimum Tax (AMT)

After the Military: Tips for Your Financial Transition to Civilian Life

Five Key Benefits for Military Families

Members of the Military: Estate Planning

Holding Equities for the Long Term: Time vs. Timing

Pay Down Debt or Save for Retirement?

Retirement Planning Key Numbers

One-Way Buy-Sell Agreement

Part B: Medical Payments Coverage

Health-Care Reform: Insurance Marketplaces

Myths and Facts about Social Security

What to do if McCormick Freezes Its Pension

Asset Protection for Women: Beyond Insurance

Women and Asset Protection: How Insurance Can Help

Women and Work: Why Salary, Benefits, and Work-Life Balance Count

Investing as a Couple: Getting to Yes

Market Week: October 12th, 2020

The Traits of a Good Investor and How Women Can Make the Most of Them

How Women Are Different from Men, Financially Speaking

Adjusting to Life Financially after a Divorce

Filing Status Considerations: Divorce

Women: Moving Forward Financially after the Loss of a Spouse

Social Security Retirement Benefit Basics

A Woman's Guide to Health Care in Retirement

Reaching Retirement: Now What?

Converting Savings to Retirement Income

Common Factors Affecting Retirement Income

Retirement Income Investing: Beyond Annuities

AT&T 2021 Healthcare & Interest Rate Changes

Ordinary Income

Great News! ConocoPhillips Interest Rates Dropped Again

Medicare Open Enrollment for 2021 Begins October 15

Offshore Trusts

Parenting a Child with Special Needs

Part A: Liability Coverage

Traditional IRAs and Roth IRAs

How to Resolve a Consumer Complaint

Income Taxes: Offer in Compromise

Quarterly Market Review: July-September 2020

Chapter 13 Bankruptcy

Funding a Roth IRA

Balancing Work and Family

Market Week: October 5th, 2020

Weighing the Choice between Taxable and Tax-Free Bonds

Active vs. Passive Portfolio Management

Health-Care Reform: Credits and Subsidies

Why Women Need Life Insurance

Women and Money: Taking Control of Your Finances

Property Settlements and Third-Party Transfers

Divorce and Debt

A Retirement Income Roadmap for Women

Distribution Funds: Putting Income on Autopilot

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