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

Getting Down to Business: What You Need to Know
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

Financial Planning: Walking the Walk
Nine Habits of the Financially Secure
Offense and Defense Are Key to Your Financial Game Plan
Onward and Upward: Tips for Managing in Transition
Dream, Then Plan
A Vital Financial Tool: Your Detailed Budget
The Kid Factor: Planning for a Child's Financial Needs
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 - May 2012
Economic Commentary - April 2012
Economic Commentary - March 2012
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

Retirement

5 Health Risks that Can Cost You
Save Income Tax: Take Another Look at Your Nest Egg
What's the Plan? Questions to Ask Yourself About Retirement
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

A Financial Plan Will Help You Be 'OK'
Use Leverage to Multiply Financial Planning Results
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