Retirement

 

 Investing

 

 ● Ira Alternatives
 ● Ira Conversions
 ● Retirement Basics
 ● Bridging the Gap
 ● Retirement Expenses
 ● Social Security
 ● Plan Distributions
 ● Early Retirement

 

 ● Individual Stocks
 ● The Bond Market
 ● Other Investments
 ● Mutual Funds
 ● Portfolio Diversification
 ● Risk/Reward Tradeoffs
 ● Balancing your Plan

 
 Debts    Business  

 ● Using Credit Wisely
 ● Structuring Your Loan
 ● Mortgage Basics
 ● Getting a Mortgage
 ● Life after Debt

 

 ● Qualified Plans
 ● Deferred Compensation
 ● Business Continuation
 ● Cafeteria Plans
 ● Key Employees
 ● Entity Selection

 
 Insurance    Taxation  

 ● Life Coverage Need
 ● Term Life Insurance
 ● Permanent Insurance
 ● Auto Insurance
 ● Health Insurance
 ● Homeowners Insurance
 ● Mortgage Insurance

 

 ● Sale of Home
 ● Capital Gains
 ● Gift Tax Basics
 ● Home Office
 ● Federal Tax Rates
 ● New Tax Legislation

 
 Estate    Finances  

 ● Charitable Trusts
 ● Your Will
 ● Living Trusts
 ● Gifting Strategies
 ● Living Will
 ● Fundamental Questions
 ● Selecting Executor/Trustee
 ● Estate Settlement
 ● Determining the Tax
 ● Tax Saving Strategies
 ● Life Insurance
 ● Family Limited Partnerships
 ● Family-Owned Business Considerations
 ● Gifting Stock
 ● Special Situation Strategies
 ● Generation Skipping Tax
 ● Reviewing your Plan

 ● Budgeting Intro
 ● Life Cycle Planning
 ● Time Value of Money
 ● Selling Your Home
 ● Financial Statements
 ● Year-End Planning

 
 College  

 ● Cost Increases
 ● Coverdell ESA
 ● Create a Plan
 ● Investment Options
 ● Aid, Grants & Loans
 ● Scholarships
 ● 529: College Savings