• Calculators
• Educational Articles

Educational Articles

Business Planning

• Business Boosters Guide: How to Make Good Decisions During Tough Economic Times (PDF)
• Business Boosters Guide: 10 Avoidable Missteps That Could Trip Up Your Business Succession (PDF)
• Business Boosters Guide: 10 Lessons Every Family Business Owner Should Know (PDF)
• How Fast Should Your Business Grow?
• Where There's a Plan, There's a Continued Business

Education Planning

• 529 Plans: Funding Higher Education
• Estimating College Costs

Estate Planning

• Asset Protection at a Glance
• Estate Planning Issues for Lesbian and Gay Couples (PDF)
• Evaluating Your Gross Estate
• Shielding Your Insurance from Estate Taxes
• The ABCs of Estate Planning

General Interest

• 10 Issues for Lesbian and Gay Families (PDF)
• Divorce and Retirement Plan Proceeds: A Case Study
• Financial Strategies and Divorce - A House Divided?
• Issues Facing Growing Families
• Legal Considerations for Lesbian and Gay Parents (PDF)
• Surviving the Loss of a Spouse
• The Changing Face of America: Dual Income Families
• Top Ten Questions When Planning for Financial Security (PDF)
• What Your Children Should Know About Your Financial Affairs

Insurance

• A Look at Medicaid
• Assessing the Needs of an Aging Parent
• COBRA: Continuing Health Care Coverage
• Disability Income Insurance: Some Features Say It All
• Frequently Asked Questions Regarding Dividends (PDF)
• Help Protect Your Income with Disability Income Insurance
• Life Insurance—How Much Is Enough?
• MassMutual Survivors: A Leader In Providing Insurance for Breast Cancer Survivors (PDF)
• The Resurgence of Whole Life (PDF)
• Understanding Life Insurance Beneficiary Designations

Personal Finance

• A Vacation Home - The Ultimate Hideaway
• Early Savings Plans: The Turtle and the Hare
• Family Matters: Lending to Your Children
• It's Time to Conduct an Inventory
• Keep a Reality Check on Personal Debt
• Making Life's Transitions More Manageable
• Money Management Throughout Life Stages
• New Economic Realities for Today's Young Couples
• Regular Reviews—Building Your Financial Foundation
• Remarriage: Altering Your Financial Plan to Meet Your Needs
• Surprising Things Men and Women Don’t Know About Their Spouse's Finances
• Ten Ways to Stretch Your Money

Protecting Yourself Against Fraud

• Keeping Your Account Secure: Tips for Protecting Your Financial Information
• "Phishing" and Other Online Identity Theft Scams: Don't Take the Bait

Retirement

• A Look Ahead at Social Security
• Building Retirement Confidence
• How Much Can You Earn and Still Receive Social Security?
• How Social Security Affects Your Retirement
• Reaching Retirement
• Retirement Savings: Do Yours Measure Up?
• The Price of Procrastination - Saving for Retirement

Special Needs

• Aha Moments During Financial Strategizing - Part One: How surprises can affect the person with special needs (PDF)
• Aha Moments During Financial Strategizing - Part Two: How surprises can affect the person with special needs (PDF)
• Beyond School Years: Emerging Lifestyle Opportunities (PDF)
• Financing a Child’s Special Talent (PDF)
• Getting and Staying Organized – The Effort Pays Off in Many Ways (PDF)
• Getting Divorced? Separated? Time to Review or Create Your Financial Strategy (PDF)
• Harmful Relationships Can Adversely Impact Your Finances... and Your Life (PDF)
• Job Hunting in Today’s World (PDF)
• Securing Your Child's Special Needs
• Sooner is Better - When It Comes to Creating a Financial Strategy (PDF)
• Special Needs Children Require Special Planning
• Understanding What It Means to Live With Autism (PDF)
• Using a Special Education Advocate: Is it something you should do? (PDF)
• Whole Life Insurance and a Supplemental Special Needs Trust: A Smart Combination for Providing Life-long Care for Family Members with Disabilities
• Why You Might Have to Give Back Grandma’s Gift This Year (PDF)

Tax Information

• Frequently Asked Questions Regarding 1099's (PDF)
• IRS Tax Tips
• Maximize Your Credits, Deductions, and Exemptions
• Planning Your Itemized Deductions
• Tax Audits: Cause for Concern?