Site Map
-
Home
-
Associates
- Betty Adams
- Tony Ansems
- Jim Beining
- Chad Berg
- Thomas Burton
- James Carlson*
- Paul Carr
- Ted Chase*
- David Cobb
- James Delaney*
- Pamela DeLap*
- Richard DePrey
- Darin DeQuardo
- Dean Dornfeld
- Jay Dworsky*
- Bruce England
- Randy Gorsuch*
- Todd Holden
- Ed Jaeger
- Robert Kalina
- Mark Kemp
- Jennifer Kleckner
- David Kosen
- Larry Kupferer
- Dan McCabe
- Mart McClellan
- Larry Medema
- Kate Megna*
- Sherri Megna*
- Harold Meiers
- Marisa Menzel*
- Tim Merchant
- Craig Midtlien
- Zach Morley*
- Rick Orred*
- Jim Osborne
- Trevor Pfrang*
- Joel Phillippi
- Richard Picard
- Jani Picard*
- Sue Pruss
- Steven Redelsperger
- John Rhodes
- Jeffrey Sanger
- Art Sanger*
- Jason Sanger*
- Todd Schober
- Barbara Schrage
- Don Selje
- David Sennholz*
- Gary Shaw
- Chad Smith
- Tom St. Aubin
- Donita St. Marie*
- Mike Steffens
- Richard Stockheimer*
- Timothy Streid
- Terrence Treudt
- George Verheyen
- Tim Ward*
- Neal Weber
- Kerry Whalen*
- James Wirch
- Kyle Younger
-
Learning Center
-
Calculators
- Loan Payoff
- Home Affordability
- Mortgage Refinancing
- Mortgage Acceleration
- Credit Card Debt
- Lease Payment
- Car Affordability
- Estate Taxes
- Cost of Retirement
- Required Minimum Distributions
- Impact of Inflation
- Retirement Plan Early Distribution
- Personal Inflation Rate
- Retirement Portfolio Lifespan
- Federal Income Tax
- Tax-Deferred Savings
- IRA Eligibility
- Roth IRA Conversion
- College Funding
- Savings Goals
- Savings Accumulation
- Taxable Equivalent Yield
- Cash Flow Analysis
- Net Worth
- Lifetime Earnings
- Life Insurance
- Life Expectancy
- Long-Term Care Self Insurance
- LTCI Cost of Waiting
- Disability Income Insurance
-
E-Seminars
-
Flipbooks
-
Newsletters
- HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
- Three Regrets of Retirees
- Medicare Open Enrollment
- Closed-End Funds May Offer Higher Income
- Taming Investment Taxes
- Retirement Plans for the Self-Employed Dangle Tax Benefits
- HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
- Protection to Help Your Family
- Five Money Issues to Talk About Before the Wedding
- What Medicare Won’t Cover
- Index Update: Shifting Sectors Reflect Social Change
- Coping with a Labor Shortage
- HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
- Sticker Shock May Drive Consumers to Used Cars
- Risk Tolerance: Stress-Test Your Portfolio…and Yourself
- Steps to Help Lower Capital Gains Taxes
- Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
- Could Employee Ownership Be Part of Your Succession Plan?
- HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
- Caught in the Middle: The Sandwich Generation
- Consider REITs for Income and Diversification
- Life Insurance with Long-Term Care Benefits
- Qualified Longevity Annuity Contracts (QLACs)
- A Quick and Dirty Guide to Credit
- HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
- Seeking Balance in a Mutual Fund
- What’s the Real Return on Your Investments?
- Indexed Annuities: Growth Potential with Downside Protection
- New Study Finds Widespread Job Loss After 50
- Calculating Key Financial Ratios
- HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
- A Steady Strategy in Turbulent Times
- College Savings: Roth or 529 Plan?
- Avoiding Probate with a Transfer-on-Death Deed
- Interest Rates and the Economy
- Steps to Executing an Exit Strategy
- HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
- Bonds Can Offer Stability Even with Rising Rates
- SRI Investing: Not Just for Stocks
- Be Aware of Observation Care
- Retirement Planning: How Secure Is Social Security?
- Watch Out for Scams That Target Businesses
- HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
- Do You Need a Power of Attorney?
- Why Americans Are Eating Out Less Than Ever
- Trusts Offer More Than Estate Tax Protection
- Considering Preferreds? Proceed with Caution
- Clarifying Tax Deductions for Meals and Entertainment
- HOT TOPIC: Keeping an Eye on Corporate Debt
- Taking a Team Approach to Retirement Savings
- IPOs: Consider the Risks Behind the Hype
- Bridging the Gap Between Retirement and Medicare Eligibility
- Estate Taxes: Should a Trust Own Your Life Insurance?
- Succession Plans Often Hinge on Reliable Valuation
- Need to Tap Your 401(k)? Proceed with Care
- Looking Back, Looking Ahead
- Getting Real About Retirement
- Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
- A Business Plan Can Be Your Guide to Growth
- ABLE Accounts for Disability Expenses
- Are Your Designated Heirs Up-to-Date?
- Consider a Customized Disability Policy
- Technology Trend: How Blockchain Could Impact the Future
- Some Small Companies Facing Tariff Troubles
- Competing Goals: Pay Off Student Loans or Save for Retirement?
- Low-Volatility Strategies for a Less Stressful Ride
- Know Your Mutual Funds
- Insurance Strategies: Giving Old Life Insurance a New Purpose
- Weighing a Wider Range of Health Plan Options
-
Research Articles
- Estate Planning
- Living Trusts
- Avoiding Probate
- Charitable Giving
- Controlling the Distribution
- Paying Estate Taxes
- Benefits of A-B Trusts
- Gifting Strategies
- Charitable Lead Trusts
- Charitable Remainder Trusts
- Wealth Replacement Trusts
- Family Limited Partnerships
- Property Ownership
- History of the Federal Estate Tax
- SEP IRAs
- SIMPLE Plans
- Stretch IRAs
- IRA Rollover
- Roth 401(k)
- Profit-Sharing Plans
- Money Purchase Pension Plans
- 403(b) Plans
- Why Purchase Annuities
- Split-Annuity Strategy
- Annuity Living Benefits
- How Much Do I Need to Save?
- A New Chapter for Retirement
- 1035 Exchanges
- Unforgettable Birthdays
- Your Business and Retirement
- Planning Options
- Future of Social Security
- Social Security Income
- Self-Employed Retirement Plans
- Indexed Annuities
- Retirement Plan Distributions
- Traditional IRAs
- 401(k) Plans
- Managing Retirement Plans
- Save Now or Save Later
- Roth IRAs
- Capital Gain Tax
- Estate Tax
- Gift Tax
- Retirement Plan Limits
- Required Minimum Distributions
- Charitable Trust Tax Benefits
- Retirement Plan Taxes
- Withdrawing Before Age 59.5
- Tax Deferral
- Tax-Advantaged Investments
- Tax Deductions
- Tax-Advantaged Alternatives
- Tax Strategies for Retirement Plans
- Tax-Free Investments
- Mutual Fund Profits
- Tax-Free Insurance Upgrades
- Dividends
- Exchange-Traded Funds
- Growth Stocks vs. Value Stocks
- Mutual Fund Taxes
- Stock
- Zero-Coupon Bonds
- Diversification
- Types of Bonds
- Bonds
- Bond Ratings
- Stock Indexes
- Mutual Funds vs. Stocks
- Mutual Funds
- Closed-End Funds
- Mutual Fund Loads
- Annuities
- Fixed vs. Variable Annuities
- Investment Risks
- Asset Classes
- Asset Allocation
- College Savings Plans
- College Investment Options
- Stock and Bond Investing Alternatives
- Dollar-Cost Averaging
- 529 Plans
- Cash Management Basics
- Doubling Your Money
- Cash Management Tools
- Money Market Funds
- Managing Cash
- Biweekly Mortgages
- Smart Financing Ideas
- College Financial Aid
- Savings Alternatives
- Effects of Inflation
- Home Equity Loans
- Why Purchase Life Insurance
- Annuities as an Insurance Product
- Property and Casualty Insurance
- Business Owner Policies
- Life Insurance for Business Owners
- Split-Dollar Life Insurance
- Last-Survivor Life Insurance
- Disability Income Insurance for Business Owners
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Variable Life Insurance
- Auto Insurance
- Insurance Claims
- Maximizing Your Insurance Benefits
- Insuring Your Future
- Protecting Your Home
- Assessing Disability Income Insurance
- Types of Health Coverage
- Additional Liability Coverage
- HMOs and PPOs
- Evaluating Insurance Companies
- Long-Term Care Costs
- Medicare Coverage
- Long-Term-Care Needs
- Types of Life Insurance
-
Videos
-
Glossary
-
Quote Requests
-
Market Watch
-
Flipbooks