FINANCIAL EDUCATION LIBRARY
Glossary
1035 Exchange
401(k) Plan
401(k) Loan
403(b) Plan
Account Balance
Adjustable-Rate Mortgage (ARM)
Adjusted Gross Income (AGI)
Administrator
After-Tax Return
Aggressive Growth Fund
Tax Resources
Tax Calendar
A list of important dates from the federal tax calendar
Tax Forms
A full set of downloadable forms from the IRS
Tax Publications
A full set of downloadable publications from the IRS
Tax Rates
Tables to enable you to find your federal marginal income tax rate
ESTATE
LIFESTYLE
INSURANCE
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Critical Estate Documents
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Estate Management Checklist
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And the Executor Is
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Put It in a Letter
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Will Power
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A Brief History of Estate Taxes
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Trends in Charitable Giving
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Problems with Probate
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Succeeding at Business Succession
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What is the Value of Your Business?
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Choosing a Business Structure
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Understanding the Alternate Valuation Date
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Planning for Special Needs Children
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A Primer on Irrevocable Life Insurance Trusts
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A Living Trust Primer
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Tips for Finding Care for Your Special-Needs Child
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Revising Estate Strategy Assumptions
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Yours, Mine and Ours: Estate Strategies for Second Marriages
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Four Reasons Millennials Need an Estate Strategy
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Four Steps to Valuing an Estate
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When Heirs are Imperfect
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Test Your Estate Strategy Knowledge
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Lots of Variables with Fixed-Rate Mortgages
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Fixed or Variable Mortgage, Which Should You Pick?
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To Catch a Thief
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A House Divided
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Healthy Body, Healthy Pocketbook
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Do Your Kids Know The Value of a Silver Spoon?
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Countdown to College
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Putting a Price Tag On Your Health
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Crowdfunding—Capital for the 21st Century
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Prevent a Rift: Money Tips for Newlyweds
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Personal Finance Tips for Military Families
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A Cheat Sheet for Sending Your Kid to College
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The Financial Literacy Crisis
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Saving on Fitness Center Membership Costs
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Stop Wasting Money
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Please Leave Home Without It
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Changing Unhealthy Behaviors
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Debt Stress
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Avoiding Cognitive Decline
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Raising Healthy Children
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Good Health is Good Business
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Money Draining Food Myths
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Apps That Help Achieve Goals
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Assess Life Insurance Needs
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A Look at Whole Life Insurance
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Is Term Life Insurance for You?
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Universal Life Insurance
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Variable Universal Life Insurance
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What to Look for in a Long-Term Care Policy
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Understanding Long-Term Care
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Keep Your Umbrella Handy
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Disability and Your Finances
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Term vs. Permanent Life Insurance
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Insuring Your Business With a Buy/Sell Agreement
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Protecting Your Business from the Loss of a Key Person
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Can Group, Private Disability Policies Work Together?
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Planning for the Expected
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Understanding the Basics of Medigap Policies
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What You Should Do About Insurance Following a Divorce
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When to Self-Insure
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When Does Your Personal Car Become a Commercial Vehicle?
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The ABC’s of Auto Insurance
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Understanding Homeowner’s Insurance
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Insuring Your Business Against Cyber Liability
INVESTMENT
RETIREMENT
MONEY
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The Business Cycle
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A Look at Diversification
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Inflation & Your Money
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Mutual Funds vs. ETFs
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Value vs. Growth Investing
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Rebalancing Your Portfolio
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Estimating the Cost of College
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TIPS for Inflation
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Types of Stock Market Analysis
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Best-Performing Asset Classes
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How the Federal Reserve Works
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A Primer on Dividends
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Asset Allocation
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How Stocks Work
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Required Reading: The Economic Report of the President
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Getting a Head Start on College Savings
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A Decision Not Made Is Still a Decision
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Global vs. International: What’s The Difference?
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The Great Debate Continues: Active vs. Passive
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All Muni Bonds Are Not Created Equal
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A Taxing Story: Capital Gains and Losses
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Four Really Good Reasons to Invest
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How Financial Advisors Are Compensated
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What’s Your Investment IQ?
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You Would Rather Be...
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How to Invest in LGBTQ+ Friendly Companies
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What Is an Annuity?
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9 Facts About Retirement
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9 Facts About Social Security
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The Cost of Procrastination
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Healthcare Costs in Retirement
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When Should You Take Social Security
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Traditional vs. Roth IRA
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What Is a Stretch IRA?
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Split Annuity Strategy
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Where Will Your Retirement Money Come From?
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Important Birthdays Over 50
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How Will Working Affect Social Security Benefits?
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Immediate vs. Deferred Annuities
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Women and Financial Strategies
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Caring for Aging Parents
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What Is a Roth 401(k)?
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Catch-Up Contributions
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Systematic Withdrawals in Retirement
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Retirement Income and the Traditional Portfolio
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Your Changing Definition of Risk in Retirement
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A Bucket Plan to Go with Your Bucket List
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Choosing a Retirement Plan that Fits Your Business
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Is a SEP-IRA Right for Your Business?
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Orchestrating Your Retirement Accounts
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Inflation - Back to the Future
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Money that Buys Good Health is Never Ill Spent
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Certain Uncertainties in Retirement
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Spotting Credit Trouble
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How Does Your Credit Score Compare?
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U.S. Personal Savings Rate
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Life and Death of a Twenty Dollar Bill
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Pay Yourself First
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Buying vs. Leasing a Car
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Your Emergency Fund: How Much Is Enough?
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Budget Check Up: Tax Time Is the Right Time
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What to Look for in Personal Finance Apps
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Password Protection Strategies
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A Penny Saved is Two Pennies Earned
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The Economic Journey of Your Morning Coffee
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Making Sense of U.S. Household Net Worth
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Countering Counterfeit Currency
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Weighing the Benefits of Prepaid Debit Cards
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The Half Million Dollar Baby
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The Lowdown on Those Free Credit Scores
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Strategies For Managing Student Loan Debt
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Budgeting After a Divorce
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The History of Currency
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How Big is Money?
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The Five Basics of Financial Literacy
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How to Read Your Credit Report
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Data Thieves from Outer Space
TAX
TAX
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Understanding Marginal Income Tax Brackets
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How Income Taxes Work
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What Do Your Taxes Pay For?
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What If You Get Audited?
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What Is a 1035 Exchange?
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Do You Owe The AMT?
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How to Make the Tax Code Work for You
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Tax Deductions You Won't Believe
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Donating Art: Taxation Abstraction
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Red Flags for Tax Auditors
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“Dirty Dozen” Tax Scams to Watch For
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How to Appeal Your Property Taxes
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Six Most Overlooked Tax Deductions
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You May Need to Make Estimated Tax Payments If…
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Does Your Child Need to File an Income Tax Return?
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Tax Rules When Selling Your Home
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Death is No Excuse
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What the New Tax Bill Means for You
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Tax Reform: Before and After