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Associates

• William "Barry" Amburn, CPA
• Matt Hearn, ChFC®, CFP®
• Joseph "Joey" C. Perkins, Jr., CPA
• Adam McMillian
• Lynette Joyce
• Kimberly Stone
• John Lovette
• Raymond "Chip" H. Wilcox

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Retirement Portfolio Lifespan
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• Roth IRA Conversion
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

Flipbooks

• Understanding Social Security and Medicare: America’s Retirement Safety Net

Research Articles

• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• How Can My Gift Benefit Me and the Charity?
• How Will I Pay Estate Taxes?
• What Gifting Strategies Are Available to Me?
• How Can I Benefit from a Charitable Remainder Trust?
• Could My Family Benefit from a Family Limited Partnership?
• What Is a SEP IRA?
• What Is a SIMPLE?
• What Is an IRA Rollover?
• What Is a Profit-Sharing Plan?
• What Is a 403(b) Plan?
• Why Do People Buy Annuities?
• What Are Annuity Living Benefits?
• How Much Do I Need to Save?
• What Is a 1035 Exchange?
• What Are My Retirement Planning Options?
• How Can I Estimate My Future Social Security Benefits?
• What Is a Self-Employed Retirement Plan?
• What Is an Indexed Annuity?
• What Are My Retirement Plan Distribution Options?
• What Is a Traditional IRA?
• What Is a 401(k) Plan?
• How Should I Manage My Retirement Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is the Capital Gain Tax?
• What Is the Estate Tax?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Required Minimum Distribution?
• When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
• What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
• What Is Tax Deferral?
• How Can I Benefit from Tax-Advantaged Investments?
• Is There Such a Thing as a Tax-Free Investment?
• How Can I Keep More of My Mutual Fund Profits?
• What Is a Bond Ladder?
• How Are Common and Preferred Stocks Different?
• What Are Dividends?
• What Is an Exchange-Traded Fund?
• How Are Growth and Value Stocks Different?
• What Is Stock?
• What Are Zero-Coupon Bonds?
• What Is Diversification?
• What Types of Bonds Are Available?
• What Is a Bond?
• What Do Bond Ratings Mean?
• What Is a Stock Index?
• How Do Mutual Funds and Stocks Differ?
• What Is a Mutual Fund?
• What Is a Closed-End Fund?
• What Is a Mutual Fund Load?
• What Is an Annuity?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• What Investment Risks Should I Know About?
• What Are the Different Classes of Assets?
• What Is Asset Allocation?
• How Can I Save for My Child’s College Education?
• What Is Dollar-Cost Averaging?
• 529 Lesson Plan: High Scores for 529 Plans
• What Are Some Tips for Managing My Money?
• How Long Will It Take to Double My Money?
• What Cash Management Tools Are Available?
• How Do Money Market Mutual Funds Work?
• How Can I Better Manage My Short-Term Cash?
• What Advantages Does a Biweekly Mortgage Offer?
• What About Financial Aid for College?
• How Does Inflation Affect Me?
• Is a Home Equity Loan or Line of Credit Right for Me?
• Why Purchase Life Insurance?
• Why Are Annuities Considered an Insurance Product?
• What Is Property and Casualty Insurance?
• Do I Need a Business Owner Policy?
• What Is Life Insurance for Business Owners?
• What Is Split-Dollar Life Insurance?
• What Is Disability Income Insurance for Business Owners?
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Universal Life Insurance?
• What Is Variable Life Insurance?
• How Can I Protect My Home?
• Do I Need Disability Income Insurance?
• What Types of Health Coverage Are Available?
• What Is the Difference Between an HMO and a PPO?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?
• How Likely Am I to Need Long-Term Care?
• What Are the Basic Types of Life Insurance?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Women and Money: Taking Charge of Your Financial Future
• The Latte Habit
• Do You Know Who Your Beneficiaries Are?

Glossary