Financial Reading

Document Name Description
2011 Year-End Tax Planning Basics
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401(k) Plans
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403(b) Plans
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529 College Savings Plans
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Active vs. Passive Portfolio Management
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All about IRAs
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Annuities as an IRA Investment Option
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Balancing Your Investment Choices with Asset Allocation
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Beyond Traditional Asset Classes: Exploring Alternatives
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Bonds, Interest Rates, and the Impact of Inflation
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Business Succession Planning
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Can You Avoid a Layoff?
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Changing Jobs? Take Your 401(k) and… Roll It
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Charitable Giving
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Common Annuity Riders
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Common Factors Affecting Retirement Income
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Concentrated Stock Positions: Considerations and Strategies
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Converting Savings to Retirement Income
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Death of a Family Member Checklist
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Deciding When to Retire: When Timing Becomes Critical
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Distribution Funds: Putting Income on Autopilot
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Donating a Car to Charity
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Education Tax Credits and Deductions
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Eleven Ways to Help Yourself Stay Sane in a Crazy Market
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Equity-Indexed Annuities
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Estate Planning Key Numbers
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Estate Tax Changes Under the 2010 Tax Act
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Exchange-Traded Funds: Do They Belong in Your Portfolio?
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Family Limited Partnership (FLP) or Limited Liability Company (FLLC)
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Financial Aid 101
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Financial Planning--Helping You See the Big Picture
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Financial Reform: What It Is and Why It Matters to You
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Financial Survival After a Job Loss
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Five Questions about Long-Term Care
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Fixed vs. Adjustable Rate Mortgages
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Funding Your Future with a Fixed Annuity
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Get More Income from an Impaired Risk Immediate Annuity
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Grantor Retained Annuity Trust (GRAT)
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Group Disability Insurance
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Growth vs. Value: What's the Difference?
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Guaranteed Lifetime Withdrawal Benefit Annuity Rider
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Handling Market Volatility
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Health Savings Accounts: Are They Just What the Doctor Ordered?
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Health-Care Reform Changes Affecting Employers
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Health-Care Reform Changes Affecting Seniors
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Holding Equities for the Long Term: Time Versus Timing
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How Grandparents Can Help Grandchildren with College Costs
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How Much Annual Income Can Your Retirement Portfolio Provide?
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How Secure Is Social Security?
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Immediate Annuities Can Provide Lifetime Income
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Income in Respect of a Decedent
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Income Tax Key Numbers
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Indexed Universal Life Insurance
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Inflation-Fighting TIPS
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In-Service Withdrawals from 401(k) Plans
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Irrevocable Life Insurance Trust (ILIT)
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Key Estate Planning Documents You Need
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Leaving a Legacy
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Life Insurance Riders that Pay for Long-Term Care
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Long-Term Care Annuities
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Lump Sum vs. Dollar Cost Averaging: Which Is Better?
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Medical Professionals: A Prescription for Your Financial Health
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Medicare Prescription Drug Coverage
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Monitoring Your Portfolio
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Monte Carlo Analysis
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Myths and Facts about Social Security
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Net Unrealized Appreciation: The Untold Story
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Nonprofit Boards: New Challenges and Responsibilities
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Nonqualified Deferred Compensation (NQDC) Plans
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Paying the Bills: Potential Sources of Retirement Income
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Planning for Incapacity
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Planning Lessons for Educators: Addressing Your Financial Issues
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Portability of Basic Exclusion Amount between Spouses
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Protect Yourself against Identity Theft
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Protecting Your Loved Ones with Life Insurance
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Protecting Your Savings and Investments
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Qualified Personal Residence Trust (QPRT)
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Reaching Retirement - Now What?
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Recovering from Identity Theft
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Retirement Income Investing: Beyond Annuities
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Retirement Planning Key Numbers
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Retirement Plans for Small Businesses
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Return of Premium Term Insurance: Reward for Living
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Rollovers
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Safe Harbor 401(k) Plans
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Saving for College
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Saving for Retirement
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Self-Directed IRAs
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Separately Managed Accounts: Tailored to Suit You
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Setting and Targeting Investment Goals
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Should You Pay Off Your Mortgage or Invest?
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Social Security: What Should You Do at Age 62?
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Stretch IRAs
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Teach Your Children Well: Basic Financial Education
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The ABCs of Mutual Fund Share Classes
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The Alternative Minimum Tax
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The Benefits of Tax-Advantaged Savings Vehicles
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The Individual 401(k)
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The Investment Tax Landscape: Countdown to 2013
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The Joys and Financial Challenges of Parenthood
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The New Estate Tax Rules and Your Estate Plan
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The Power of Dividends in a Portfolio
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The Roth 401(k)
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The Roth 403(b)
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The Split Annuity: Current Income Plus Future Savings
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Top Year-End Investment Tips
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Trust Basics
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Trusteed IRAs
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Understanding Bond Yields and the Yield Curve
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Variable Annuities
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Weighing the Choice between Taxable and Tax-Free Bonds
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What Is a CERTIFIED FINANCIAL PLANNER™ Professional?
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What Is a Chartered Financial Consultant®?
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What Is a Chartered Life Underwriter®?
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What Is a CPA Personal Financial Specialist?
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Why I Don't Want to Buy Life Insurance
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Women and Retirement Planning
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Working During Retirement
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