Article Library 

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Our article library was created to provide additional information on our financial planning, guidance and products and services sections of the website. If you have questions, or need additional assistance, please feel free to contact a representative.

Business Planning

10 Point Plan to Prepare Small Businesses for Disasters
Employer-Provided Group Life Insurance
What's Key for Your Business?

Challenges in Life

The Longevity Revolution: Costs of Caregiving
What Risks Do You Face?
Dealing with the Loss of a Loved One
How It Feels to Be Disabled
Special Planning Is a Must for Individuals with Special Needs
Special Needs Planning Process

Disability Insurance

What if You Became Disabled?
7 Stories: How Disability Insurance Affected My Life
The Business Need for Disability Insurance
Prepare for Both a Disability and Retirement

Education Funding

529 Plans—Saving for Your Child's Education
Permanent Life Insurance as Part of a College Savings Plan
Your College Savings Plan

Family Life

Onward and Upward: Tips for Managing in Transition
Resolved for the New Year: Dream, Then Plan
Gifts with Meaning -- All Year Long
This Holiday, Make Time for Important Conversations
A Vital Financial Tool: Your Detailed Budget
How Flexible Are Your Assets?
Eight Ways to Find Cash when Opportunity Knocks
The Kid Factor: Planning for a Child's Financial Needs
Acting on What's Most Important to You
Are You the Meat in the Sandwich Generation?

Investments

Break the Cycle of Emotional Investing

Life Insurance

Protect Yourself, Part II: How You Can Control Your Financial Risk
Protect Yourself: Build a Flexible Foundation
5 Ways to Use the Living Benefits of Permanent Life Insurance
Pitfalls of Price Shopping Life Insurance
Six Reasons to Consider Life Insurance for the Entire Family
There's More to Permanent Life Insurance than Just a Death Benefit

Market Analysis and Commentary

Economic Commentary - February 2012
Economic Commentary - January 2012
Economic Commentary - December 2011
Economic Commentary - November 2011
Economic Commentary - October 2011
Economic Commentary - September 2011
Economic Commentary - August 2011
Economic Commentary - July 2011
Economic Commentary - June 2011
Economic Commentary - May 2011
Economic Commentary - April 2011
Economic Commentary - March 2011

Retirement

What's the Plan? Questions to Ask Yourself About Retirement
Be Prepared: Six Risks in Retirement
Retirement or College -- Which Should You Save For?
Test Drive Your Dreams
Retirement Blueprint Part 2: Create Income Streams
Retirement Blueprint Part 1: Think Ahead
5 Tips for Choosing the Right Variable Annuity
Consider the Benefits of an IRA When Your 401(k) Isn’t Enough
Generate Income in Retirement with a Fixed Lifetime Income Annuity
Steps to Make Your Retirement Dreams a Reality

Starting Out

The New Retirement: Choose to Live Boldly
Plan for What You Need: the Long-term View
Stay on Course with Smart Financial Choices at Each Life Stage
Create Your Plan B: Balance Your Priorities
A Guide for the Future
Laying the Foundation for a Grandchild’s Future
Your First Job

Wealth and Giving

Build a Legacy of Giving with Life Insurance
Defining Your Wealth Management Goals
Don’t Leave Your Estate to Chance
Estate Planning Tools
Leaving a Legacy