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Associates
John Overstreet, CPA®,
Lyle Cole, ChFC®, CLU®
Brad Cole
Lorie Owens, ChFC®, CASL®
Tessa McMillan
Rachel Twaddle
Jennifer Gutierrez
Learning Center
Calculators
Loan Payoff
Home Affordability
Mortgage Refinancing
Mortgage Acceleration
Credit Card Debt
Lease Payment
Car Affordability
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Federal Income Tax
Tax-Deferred Savings
IRA Eligibility
Roth IRA Conversion
College Funding
Savings Goals
Savings Accumulation
Taxable Equivalent Yield
Cash Flow Analysis
Net Worth
Lifetime Earnings
Life Insurance
Life Expectancy
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
Flipbooks
Understanding Social Security and Medicare: America’s Retirement Safety Net
Time to Get Tax-Savvy: Managing Your Tax Burden
Financial Protection: Using Insurance to Help Manage Life’s Risks
Newsletters
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
Key Retirement and Tax Numbers for 2024
How Savers and Spenders Can Meet in the Middle
The Federal Reserve’s Key Meeting Dates in 2024
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
Can Your Personality Influence Your Portfolio? New Research Points to Yes
HOT TOPIC: Tax Season News and Survival Tips
A New Year, A New Opportunity to Save with a 529 Plan
Don’t Forget About Credit When Planning for Retirement
Do You Have These Key Estate Planning Documents?
Debit or Credit — What’s the Difference?
Small Businesses Could Face Borrowing Challenges
HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024
Understanding Life Insurance
Will You Work Beyond Traditional Retirement Age?
Setting a Retirement Savings Goal
SECURE 2.0 Makes It Easier to Give and Receive
How to Kill Your Zombie Subscriptions
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
Much Ado About RMDs
Medical Debt and Your Credit Report
ISM Indexes Watch for Trouble on Both Sides of the Economy
Why the EPA is Focusing on “Forever” Chemicals
New Medicare Rules Tackle Prescription Drug Prices
HOT TOPIC: Can Consumers Keep Carrying the Economy?
HDHP/HSA Pairing May Help Control Medical Costs
You’ve Received an Inheritance, Now What?
Bond Yields Are Up, but What Are the Risks?
Tax-Loss Harvesting Offers Chance at Silver Lining
Breaking Down Clean Vehicle Tax Credits for Business Owners
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
Time to Bulk Up Your Emergency Fund
Four Key Objectives of a Sound Retirement Plan
Managing Medicare Out-of-Pocket Costs
New FAFSA Favors Grandparent College Giving
Enriching a Teen with a Roth IRA
HOT TOPIC: Soft Landing or Delayed Recession?
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Leave a Lasting Gift with an Ethical Will
New RMD Rules Give Retirement Savings More Time to Grow
All Eyes on the Earnings Picture
Social Security 101
HOT TOPIC: What’s Happening in the World of Higher Education?
Mutual Funds: What’s in Your Portfolio?
Home Energy Tax Credits
On the Move Again: International Travel Tips
SECURE 2.0: Big Impact for Small Businesses
It’s Your Money: Why Not Get Your Withholding Right?
Why Buy Life Insurance During Unsettled Economic Times?
SECURE 2.0 Act Expands Early Withdrawal Exceptions
REITs, Rates, and Income
Tracking the Fed’s Progress on Disinflation
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
How Taxes Impact Your Retirement-Income Strategy
A Mortgage Recast Is an Alternative to Refinancing
Does the Social Security COLA Help If You’re Not Receiving Benefits?
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
Cheaper Hearing Aids Are Coming to a Store Near You
HOT TOPIC: Rescuing America’s Safety Net
Diversifying with Market Caps
Keep an Eye Out for IRS-Related Scams
Social Security Offers Benefits from Birth Through Old Age
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Bear Market Emotions: Strategy vs. Reaction
Are You Eligible for Any of These College-Related Federal Tax Benefits?
Time for a Spring Cleanup: Organizing Your Financial Records
Retiring in a Down Market? Don’t Panic
Trusts — Not Just for Estate Taxes
Business Owners: Should You Organize as an LLC?
Research Articles
What Key Estate Planning Tools Should I Know About?
How Can a Living Trust Help Me Control My Estate?
What Are the Pitfalls of Probate?
How Can My Gift Benefit Me and the Charity?
How Can I Control the Distribution of My Estate?
How Will I Pay Estate Taxes?
Can I Benefit from an A-B Trust?
What Gifting Strategies Are Available to Me?
How Can I Benefit from a Charitable Lead Trust?
How Can I Benefit from a Charitable Remainder Trust?
How Can I Benefit from a Wealth Replacement Trust?
Could My Family Benefit from a Family Limited Partnership?
What Is the Best Form of Property Ownership for Me?
What Is the History of the Federal Estate Tax?
What Is a SEP IRA?
What Is a SIMPLE?
What Is an IRA Rollover?
What Is a Roth 401(k)?
What Is a Profit-Sharing Plan?
What Is a Money Purchase Pension Plan?
What Is a 403(b) Plan?
Why Do People Buy Annuities?
What Is a Split-Annuity Strategy?
What Are Annuity Living Benefits?
How Much Do I Need to Save?
A New Chapter for Retirement
What Is a 1035 Exchange?
Unforgettable Birthdays
Should You Bank Your Retirement on Your Business?
What Are My Retirement Planning Options?
Will Social Security Retire Before You Do?
How Can I Estimate My Future Social Security Benefits?
What Is a Self-Employed Retirement Plan?
What Is an Indexed Annuity?
What Are My Retirement Plan Distribution Options?
What Is a Traditional IRA?
What Is a 401(k) Plan?
How Should I Manage My Retirement Plan?
Save Now or Save Later?
What Is a Roth IRA?
What Is the Capital Gain Tax?
What Is the Estate Tax?
What Is the Gift Tax?
How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
What Is a Required Minimum Distribution?
What Are the Tax Benefits of Charitable Trusts?
When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
What Is Tax Deferral?
How Can I Benefit from Tax-Advantaged Investments?
What Tax Deductions Are Still Available to Me?
What Tax-Advantaged Alternatives Are Available?
What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
Is There Such a Thing as a Tax-Free Investment?
How Can I Keep More of My Mutual Fund Profits?
How Can I Upgrade My Insurance — Tax-Free?
What Are Dividends?
What Is an Exchange-Traded Fund?
How Are Growth and Value Stocks Different?
How Are Mutual Funds Taxed?
What Is Stock?
What Are Zero-Coupon Bonds?
What Is Diversification?
What Types of Bonds Are Available?
What Is a Bond?
What Do Bond Ratings Mean?
What Is a Stock Index?
How Do Mutual Funds and Stocks Differ?
What Is a Mutual Fund?
What Is a Closed-End Fund?
What Is a Mutual Fund Load?
What Is an Annuity?
What Is the Difference Between a Fixed Annuity and a Variable Annuity?
What Investment Risks Should I Know About?
What Are the Different Classes of Assets?
What Is Asset Allocation?
How Can I Save for My Child’s College Education?
What College Investment Options Do I Have?
What Stock and Bond Investing Alternatives Do I Have?
What Is Dollar-Cost Averaging?
529 Lesson Plan: High Scores for 529 Plans
What Are Some Tips for Managing My Money?
How Long Will It Take to Double My Money?
What Cash Management Tools Are Available?
How Do Money Market Mutual Funds Work?
How Can I Better Manage My Short-Term Cash?
What Advantages Does a Biweekly Mortgage Offer?
What Is a Reverse Mortgage?
What Are Some Smart Ways to Refinance?
What About Financial Aid for College?
What Savings Alternatives Are Available?
How Does Inflation Affect Me?
Is a Home Equity Loan or Line of Credit Right for Me?
Why Purchase Life Insurance?
Why Are Annuities Considered an Insurance Product?
What Is Property and Casualty Insurance?
Do I Need a Business Owner Policy?
What Is Life Insurance for Business Owners?
What Is Split-Dollar Life Insurance?
What Is Last-Survivor Life Insurance?
What Is Disability Income Insurance for Business Owners?
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
What Is Variable Life Insurance?
What Are the Main Types of Auto Insurance?
How Do I Make a Property Insurance Claim?
How Can I Maximize My Insurance Benefits?
How Can I Insure My Future?
How Can I Protect My Home?
Do I Need Disability Income Insurance?
What Types of Health Coverage Are Available?
How Can I Extend My Liability Coverage?
What Is the Difference Between an HMO and a PPO?
How Can I Determine the Financial Strength of My Insurance Company?
Am I Prepared for Long-Term Care Expenses?
What Does Medicare Cover?
How Likely Am I to Need Long-Term Care?
What Are the Basic Types of Life Insurance?
Videos
Should You Pay Off Debt or Save for Retirement?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
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
Do You Know Who Your Beneficiaries Are?
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