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  Last Closing Prices

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  Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
  Dow Jones Industrials	27,712.23	+0.76%
  Dow Jones Transportation	10,643.15	+1.37%
  Dow Jones Utilities	854.59	+0.46%

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• Articles

  • Cash Management

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    • History of the Federal Estate Tax

  • Retirement

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    • Why Purchase Annuities
    • How Much Do I Need to Save?
    • A New Chapter for Retirement
    • 1035 Exchanges
    • Unforgettable Birthdays
    • Your Business and Retirement
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    • Save Now or Save Later
    • Roth IRAs

  • Risk Management

    • Why Purchase Life Insurance
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    • Disability Income Insurance for Business Owners
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    • Maximizing Your Insurance Benefits
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    • Protecting Your Home
    • Assessing Disability Income Insurance
    • Types of Health Coverage
    • Additional Liability Coverage
    • HMOs and PPOs
    • Evaluating Insurance Companies
    • Long-Term Care Costs
    • Medicare Coverage

  • Tax Planning

    • Estate Tax
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    • Retirement Plan Limits
    • Required Minimum Distributions
    • Charitable Trust Tax Benefits
    • Retirement Plan Taxes
    • Withdrawing Before Age 59.5
    • Tax Deferral
    • Tax Deductions
    • Tax Strategies for Retirement Plans
    • Tax-Free Insurance Upgrades

• Newsletters

  • 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

    • HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
    • 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

    • HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
    • 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

    • 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

  • April

    • 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

  • March

    • 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

  • 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

• Calculators

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  • Estate Planning

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  • Retirement & Inflation

    • Cost of Retirement
    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Personal Inflation Rate
    • Retirement Portfolio Lifespan

  • Risk Management

    • Life Insurance
    • Life Expectancy
    • Disability Income Insurance

  • Saving & Investing

    • College Funding
    • Savings Goals
    • Savings Accumulation

  • Taxes & IRAs

    • Federal Income Tax
    • Tax-Deferred Savings
    • IRA Eligibility
    • Roth IRA Conversion

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