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Associates

• Geoffrey Bernal
• Dave Hoffman

Learning Center

Calculators

• Loan Payoff
• Mortgage Acceleration
• Required Minimum Distributions
• Impact of Inflation
• Tax-Deferred Savings
• Roth IRA Conversion
• Savings Goals
• Savings Accumulation

Flipbooks

• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Time to Get Tax-Savvy: Managing Your Tax Burden

Research Articles

• What Key Estate Planning Tools Should I Know About?
• What Are the Pitfalls of Probate?
• How Can My Gift Benefit Me and the Charity?
• 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?
• What Is the History of the Federal Estate Tax?
• Will Social Security Retire Before You Do?
• How Can I Estimate My Future Social Security Benefits?
• What Are My Retirement Plan Distribution Options?
• Save Now or Save Later?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• What Is Diversification?
• What Is an Annuity?
• What Are the Different Classes of Assets?
• What Is Dollar-Cost Averaging?
• What Are Some Tips for Managing My Money?
• How Long Will It Take to Double My Money?
• What Advantages Does a Biweekly Mortgage Offer?
• What Are Some Smart Ways to Refinance?
• How Does Inflation Affect Me?
• Is a Home Equity Loan or Line of Credit Right for Me?
• What Is Term Life Insurance?
• How Can I Insure My Future?
• 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?

Glossary