Financial Articles:

An astounding 97% of investors admit that they need to be better informed when it comes to articles/investing. - NASD Investor Education Foundation, December 2004

There is a wealth of easy-to-understand information contained in the articles below to help you educate yourself about related financial concepts and strategies. This information is updated to reflect the latest facts, figures, legislation and economic trends. Right click on one of the topics and select your Save As option to save the PDF file to your computer.

Estates & Trusts Estate Planning Living Trusts Avoiding Probate Charitable Gifts Controlling the Distribution Paying Estate Taxes Benefits of A-B Trusts Gifting Strategies Charitable Lead Trusts Charitable Remainder Trusts Wealth Replacement Trusts Family Limited Partnerships Property Ownership Eliminating the Estate Tax		Retirement Planning Options Future of Social Security Social Security Income Keogh Plans SEP Plans Fixed or Variable Annuity? Equity Indexed Annuities articles/retirement Plan Distributions Traditional IRAS 401(k) Plans Managing articles/retirement Plans Saving Now vs. Later Roth IRA Benefits New Distribution Rules
Tax Planning Tax-Deferred Income Tax-Advantaged Investments Finding Tax Deductions Tax-Advantaged Alternatives Tax-Efficient Strategies Tax-Exempt Income Mutual Fund Profits Exchanging Insurance Policies		Investing Diversification Tracking Bonds Bond Market Series EE Bonds Market Indicators Mutual Funds vs. Stocks articles/investing in Mutual Funds Types of Mutual Funds Load vs. No-Load Funds Annuities Variable Annuities Investment Risks Asset Classes College Savings Plans College Investment Options Managed Investments Dollar Cost Averaging 529 Plans
Cash Management Cash Management Basics Doubling Your Money Cash Management Tools Money Market Funds Managing Cash Biweekly Mortgages Reverse Mortgages Smart Financing Ideas College Financial Aid Savings Alternatives Effects of Inflation Home Equity Loans		Risk Management Term Life Insurance Whole Life Insurance Universal Life Insurance Variable Life Insurance Auto Insurance Insurance Claims Maximizing Insurance Benefits Insuring Your Future Protecting Your Home Assessing Disability Insurance Types of Health Care Additional Liability Coverage HMOs and PPOs Evaluating Insurance Companies Long Term Care Costs Medicare Coverage Long Term Care Needs