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Associates

• Russell D. Campbell, Jr.
• Deanna S. Pedigo
• Joshua Campbell
• Rosie Anderson
• Terri Herring
• Carolyn Marshall
• Eddie Williams

Learning Center

Calculators

• Home Affordability
• Credit Card Debt
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Retirement Plan Early Distribution
• Tax-Deferred Savings
• IRA Eligibility
• Roth IRA Conversion
• Savings Goals
• Taxable Equivalent Yield
• Net Worth
• Life Insurance
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
• Bonds Can Offer Stability Even with Rising Rates
• SRI Investing: Not Just for Stocks
• Be Aware of Observation Care
• Retirement Planning: How Secure Is Social Security?
• Watch Out for Scams That Target Businesses
• HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
• Do You Need a Power of Attorney?
• Why Americans Are Eating Out Less Than Ever
• Trusts Offer More Than Estate Tax Protection
• Considering Preferreds? Proceed with Caution
• Clarifying Tax Deductions for Meals and Entertainment
• HOT TOPIC: Keeping an Eye on Corporate Debt
• Taking a Team Approach to Retirement Savings
• IPOs: Consider the Risks Behind the Hype
• Bridging the Gap Between Retirement and Medicare Eligibility
• Estate Taxes: Should a Trust Own Your Life Insurance?
• Succession Plans Often Hinge on Reliable Valuation
• HOT TOPIC: What Are the Costs of the Government Shutdown?
• Need to Tap Your 401(k)? Proceed with Care
• Looking Back, Looking Ahead
• Getting Real About Retirement
• Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
• HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
• Are Your Designated Heirs Up-to-Date?
• Consider a Customized Disability Policy
• Insurance Strategies: Giving Old Life Insurance a New Purpose
• Weighing a Wider Range of Health Plan Options
• Is a Roth 401(k) Right for You?
• Help with College: A Gift for Your Grandkids
• Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
• Social Security 101
• Insurance with Potential Cash Value
• Indexed Annuities: Potential Gain with Some Downside Protection
• New Tax Law Expands 529 Savings Plans
• Good News, Bad News for Boomer Retirement
• Rules of the Rollover
• Beyond Medicare: What Are Your Options?

Research Articles

• Estate Planning
• Living Trusts
• Avoiding Probate
• Charitable Giving
• Preserving My Estate
• Gifting Strategies
• Charitable Remainder Trusts
• Property Ownership
• Stretch IRAs
• IRA Rollover
• Roth 401(k)
• Why Purchase Annuities
• Annuity Living Benefits
• How Much Do I Need to Save?
• A New Chapter for Retirement
• 1035 Exchanges
• Unforgettable Birthdays
• Planning Options
• Social Security Income
• Indexed Annuities
• Retirement Plan Distributions
• Traditional IRAs
• Roth IRAs
• Estate Tax
• Retirement Plan Limits
• Required Minimum Distributions
• Charitable Trust Tax Benefits
• Withdrawing Before Age 59.5
• Tax Deferral
• Tax Deductions
• Annuities
• Fixed vs. Variable Annuities
• College Savings Plans
• 529 Plans
• Biweekly Mortgages
• Reverse Mortgages
• Why Purchase Life Insurance
• Annuities as an Insurance Product
• Long-Term Care Costs
• Medicare Coverage
• Long-Term-Care Needs
• Types of Life Insurance

Videos

• Should You Pay Off Debt or Save for Retirement?
• Inflation: The Sneaky Thief
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• The Retirement Income Factor
• Protecting Your Dependents with Life Insurance
• What Is An Annuity?

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Flipbooks