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  January 24, 2020 @ 01:48 PM

  Latest Available Stock Quotes

  Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
  Dow Jones Industrials	28,989.73	-0.58%
  Dow Jones Transportation	11,059.84	-0.75%
  Dow Jones Utilities	931.94	+0.36%
  Nasdaq Composite ETF	-0.2%
  S&P 500 ETF	-0.3%

  Market data delayed per exchange rules.
  All quotes are in US Eastern Time (EST).
  Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

• Articles

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  • Tax Planning

    • Estate Tax
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    • Withdrawing Before Age 59.5
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    • Tax-Free Insurance Upgrades

• Newsletters

  • January

    • HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
    • Give and Receive with a Charitable Remainder Trust
    • Running with the Dogs
    • Rain, Sleet, Snow — and Lawsuits?
    • Business or Hobby? It’s All About Taxes
    • Is It Time to Step Up Your Digital Marketing?

  • December

    • Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
    • What’s Required of the Executor of an Estate?
    • Prices and the Economy
    • Qualified Charitable Distributions
    • A New Option for Providing Health Coverage in 2020

  • November

    • HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
    • Three Regrets of Retirees
    • Medicare Open Enrollment
    • Closed-End Funds May Offer Higher Income
    • Taming Investment Taxes
    • Retirement Plans for the Self-Employed Dangle Tax Benefits

  • October

    • HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
    • Protection to Help Your Family
    • Five Money Issues to Talk About Before the Wedding
    • What Medicare Won’t Cover
    • Index Update: Shifting Sectors Reflect Social Change
    • Coping with a Labor Shortage

  • August

    • HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
    • Caught in the Middle: The Sandwich Generation
    • Consider REITs for Income and Diversification
    • Life Insurance with Long-Term Care Benefits
    • Qualified Longevity Annuity Contracts (QLACs)
    • A Quick and Dirty Guide to Credit

  • July

    • 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

  • June

    • A Steady Strategy in Turbulent Times
    • College Savings: Roth or 529 Plan?
    • Avoiding Probate with a Transfer-on-Death Deed
    • Interest Rates and the Economy
    • Steps to Executing an Exit Strategy

  • May

    • 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

  • April

    • 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

  • March

    • 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

  • February

    • 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
    • A Business Plan Can Be Your Guide to Growth

• Videos

  • The Retirement Income Factor
  • American Tax Burden
  • Do You Know Who Your Beneficiaries Are?
  • Protecting Your Dependents with Life Insurance
  • What Would Happen to Your Estate?
  • What Is An Annuity?
  • Bringing Up Baby

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  • Retirement & Inflation

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    • Personal Inflation Rate
    • Retirement Portfolio Lifespan

  • Risk Management

    • Life Insurance
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    • Disability Income Insurance

  • Saving & Investing

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  • Taxes & IRAs

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    • IRA Eligibility
    • Roth IRA Conversion

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