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Associates

• Nathan J. Berry
• Scott Boucher
• Scott Violette
• Ryan Madore
• Bowen Leary
• Craig Worcester
• Marcus Barresi
• Diane Rimm
• Margaret S. Ellis, CEA
• Jennifer Haas, MPA, RHU
• Beth A. Williams

Learning Center

Calculators

• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Personal Inflation Rate
• Retirement Portfolio Lifespan
• Working While Collecting Social Security Benefits
• 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
• Disability Income Insurance

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

Newsletters

• Seeking Balance in a Mutual Fund
• What’s the Real Return on Your Investments?
• Indexed Annuities: Growth Potential with Downside Protection
• New Study Finds Widespread Job Loss After 50
• Calculating Key Financial Ratios

Research Articles

• Estate Planning
• Avoiding Probate
• Charitable Giving
• Preserving My Estate
• Gifting Strategies
• Charitable Lead Trusts
• Charitable Remainder Trusts
• Wealth Replacement Trusts
• History of the Federal Estate Tax
• Future of Social Security
• Social Security Income
• Retirement Plan Distributions
• Save Now or Save Later
• Tax Strategies for Retirement Plans
• United States Tax History
• Diversification
• Annuities
• Asset Classes
• Dollar-Cost Averaging
• Cash Management Basics
• Doubling Your Money
• Biweekly Mortgages
• Smart Financing Ideas
• Effects of Inflation
• Home Equity Loans
• Term Life Insurance
• Insuring Your Future
• Additional Liability Coverage
• HMOs and PPOs
• Evaluating Insurance Companies

Videos

• Should You Pay Off Debt or Save for Retirement?
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• 6 Reasons to Work with a Financial Professional
• The Latte Habit
• The Retirement Income Factor
• What Is Investment Risk?
• What Is An Annuity?

Glossary

Quote Requests

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

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
• Charting
• Portfolios

Flipbooks