Research Articles Archive

Estates & Trusts

• Avoiding Probate
• Controlling the Distribution
• Wealth Replacement Trusts
• Property Ownership
• Eliminating the Estate Tax

Retirement

• Keogh Plans
• SEP Plans
• Equity Indexed Annuities
• Traditional IRAS
• Roth IRA Benefits
• New Distribution Rules

Investing

• Tracking Bonds
• Bond Market
• Series EE Bonds
• Investing In Mutual Funds
• Load vs. No-Load Funds
• Annuities
• Variable Annuities
• Investment Risks
• Asset Classes
• Asset Allocation
• Managed Investments

Cash Management

• Money Market Funds
• Biweekly Mortgages
• Reverse Mortgages
• Effects of Inflation

Risk Management

• Auto Insurance
• Insurance Claims
• Maximizing Insurance Benefits
• Assessing Disability Insurance
• Additional Liability Coverage
• HMOs and PPOs
• Long-Term-Care Costs
• Medicare Coverage
• Long-Term-Care Needs