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Associates

• Jim Deligianis

Learning Center

Calculators

• Loan Payoff
• Mortgage Refinancing
• Credit Card Debt
• Car Affordability
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• College Funding
• Savings Goals
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Long-Term Care Self Insurance
• LTCI Cost of Waiting

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

Newsletters

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 Will I Pay Estate Taxes?
• What Gifting Strategies Are Available to Me?
• How Can I Benefit from a Wealth Replacement Trust?
• What Is the History of the Federal Estate Tax?
• What Is a SEP IRA?
• What Is a 403(b) Plan?
• Why Do People Buy Annuities?
• What Is a Split-Annuity Strategy?
• How Much Do I Need to Save?
• A New Chapter for Retirement
• What Is a 1035 Exchange?
• Unforgettable Birthdays
• Will Social Security Retire Before You Do?
• How Can I Estimate My Future Social Security Benefits?
• What Is an Indexed Annuity?
• What Is a Traditional IRA?
• Save Now or Save Later?
• What Is a Roth IRA?
• How Can I Benefit from Tax-Advantaged Investments?
• Is There Such a Thing as a Tax-Free Investment?
• How Are Mutual Funds Taxed?
• What Is Diversification?
• How Do Mutual Funds and Stocks Differ?
• What Is an Annuity?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• What Investment Risks Should I Know About?
• How Can I Save for My Child’s College Education?
• What Stock and Bond Investing Alternatives Do I Have?
• 529 Lesson Plan: High Scores for 529 Plans
• How Long Will It Take to Double My Money?
• What Advantages Does a Biweekly Mortgage Offer?
• What About Financial Aid for College?
• 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?
• How Can I Insure My Future?
• How Can I Protect My Home?
• What Is the Difference Between an HMO and a PPO?
• How Can I Determine the Financial Strength of My Insurance Company?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?
• How Likely Am I to Need Long-Term Care?

Videos

• The Basics of Social Security Retirement Benefits
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• The Latte Habit
• Do You Know Who Your Beneficiaries Are?

Glossary

Quote Requests

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