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EDUCATIONAL RESOURCES

Investing for Major Financial Goals

o out into your yard and dig a big hole. Every month, throw…
December 30, 2013/by ccordell12

Gift and Estate Taxes

If you give away money or property during your life, those…
December 30, 2013/by ccordell12

Tax Tips: Long-Term Care Insurance

Your chances of requiring some sort of long-term care increase…
December 30, 2013/by ccordell12

Taxation of Investments

It's nice to own stocks, bonds, and other investments. Nice,…
December 30, 2013/by ccordell12

Sudden Wealth

What would you do with an extra $10,000? Maybe you'd pay off…
December 30, 2013/by ccordell12

Six Keys to More Successful Investing

A successful investor maximizes gain and minimizes loss. Though…
December 30, 2013/by ccordell12

Understanding Risk

Few terms in personal finance are as important, or used as…
December 30, 2013/by ccordell12

Life Insurance for the Self-Employed

If you’re like most people, you bought life insurance to…
December 30, 2013/by ccordell12

Insurance Needs in Retirement

Your goals and priorities will probably change as you plan…
December 30, 2013/by ccordell12

Charitable Giving

When developing your estate plan, you can do well by doing…
December 30, 2013/by ccordell12

Annuity Basics

An annuity is a contract between you, the purchaser or owner,…
December 30, 2013/by ccordell12

Understanding Long Term Care Insurance

It's a fact: People today are living longer. Although that's…
December 30, 2013/by ccordell12

The Ins and Outs of Life Insurance Policy Ownership

The way that you structure the ownership of your life insurance…
December 30, 2013/by ccordell12

Tax Planning for the Self-Employed

Self-employment is the opportunity to be your own boss, to…
December 30, 2013/by ccordell12

Transferring your Family Business

As a business owner, you’re going to have to decide when…
December 30, 2013/by ccordell12

Myths and Facts about Social Security

MYTH: Social Security will provide most of the income you need…
December 29, 2013/by ccordell12
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