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Associates

• Alan L. Temkin, CLTC
• Kimberley Leggett

Learning Center

Calculators

• Loan Payoff
• Mortgage Refinancing
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• Estate Taxes
• Cost of Retirement
• Impact of Inflation
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• Tax-Deferred Savings
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Research Articles

• What Key Estate Planning Tools Should I Know About?
• What Are the Pitfalls of Probate?
• How Can My Gift Benefit Me and the Charity?
• How Can I Build and Preserve My Estate?
• What Gifting Strategies Are Available to Me?
• How Can I Benefit from a Charitable Lead Trust?
• How Can I Benefit from a Charitable Remainder Trust?
• How Can I Benefit from a Wealth Replacement Trust?
• What Is the History of the Federal Estate Tax?
• Will Social Security Retire Before You Do?
• How Can I Estimate My Future Social Security Benefits?
• What Are My Retirement Plan Distribution Options?
• What Is a 401(k) Plan?
• How Should I Manage My Retirement Plan?
• Save Now or Save Later?
• What Is Tax Deferral?
• How Can I Benefit from Tax-Advantaged Investments?
• What Tax Deductions Are Still Available to Me?
• What Tax-Advantaged Alternatives Are Available?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• Is There Such a Thing as a Tax-Free Investment?
• How Can I Keep More of My Mutual Fund Profits?
• What Is Diversification?
• 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?
• How Can I Save for My Child’s College Education?
• What College Investment Options Do I Have?
• What Stock and Bond Investing Alternatives Do I Have?
• 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 Advantages Does a Biweekly Mortgage Offer?
• What Are Some Smart Ways to Refinance?
• What Savings Alternatives Are Available?
• How Does Inflation Affect Me?
• Is a Home Equity Loan or Line of Credit Right for Me?
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Universal Life Insurance?
• What Is Variable Life Insurance?
• How Can I Insure My Future?
• Do I Need Disability Income Insurance?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?
• How Likely Am I to Need Long-Term Care?

Videos

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