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Associates

• Ryan A. Logan, CFP®, CFBS®, ChFC®, CLU®
• Chelsey Andres

Learning Center

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• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• 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

• Understanding Social Security and Medicare: America’s Retirement Safety Net

Newsletters

• If You Don’t Have a Will Yet, Why Not?
• FAFSA for 2025-2026 School Year Opens December 1
• Do You Know Your Medicare Coverage Options?
• Can You Put the Brakes on Rising Auto Insurance Premiums?
• Do You Have Enough Life Insurance?
• A Pension Strategy That May Boost Your Income
• It’s Complicated: Inheriting IRAs and Retirement Plans
• Retroactive Social Security Benefits: A Chance to Turn Back Time
• Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
• Just Your Average Millionaire
• HOT TOPIC: Real Estate Commission Changes Around the Corner
• After the Loss of a Loved One, Watch Out for Scams
• Consumer Sentiment: Do Americans See Brighter Days Ahead?
• HOT TOPIC: The Economic Impact of an Aging World
• Should You Buy or Lease Your Next Vehicle?
• Birthday Benefits Quiz
• The IRS Wants More Info About Your Gig Income
• Can Home Improvements Lower Your Tax Bill? It Depends
• HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
• Do You Need to Adjust Your Tax Withholding?
• Insurance Gaps May Pose Risks for High-Net-Worth Households
• The United States Is Older Than Ever Before
• Are You Spending Money to Keep Stuff You Don’t Need?
• New SAVE Repayment Plan Offers Key Benefits
• Housing Market Trends: Are They Helping or Hurting the Economy?
• Where Will You Live as You Grow Older?
• Beware of These Life Insurance Beneficiary Mistakes
• What’s Required of the Executor of an Estate?
• Fixed Annuities: Retirement Income for Now or Later
• HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
• Key Retirement and Tax Numbers for 2024
• How Savers and Spenders Can Meet in the Middle
• The Federal Reserve’s Key Meeting Dates in 2024
• Don’t Forget About Credit When Planning for Retirement
• Do You Have These Key Estate Planning Documents?
• Debit or Credit — What’s the Difference?
• Small Businesses Could Face Borrowing Challenges
• Understanding Life Insurance
• Will You Work Beyond Traditional Retirement Age?
• How to Kill Your Zombie Subscriptions

Research Articles

• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• How Will I Pay Estate Taxes?
• Can I Benefit from an A-B Trust?
• What Gifting Strategies Are Available to Me?
• What Is the Best Form of Property Ownership for Me?
• What Is a Split-Annuity Strategy?
• What Are My Retirement Planning Options?
• Will Social Security Retire Before You Do?
• What Are My Retirement Plan Distribution Options?
• Save Now or Save Later?
• What Tax Deductions Are Still Available to Me?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• Why Purchase Life Insurance?
• Do I Need a Business Owner Policy?
• What Is Life Insurance for Business Owners?
• What Is Split-Dollar Life Insurance?
• What Is Disability Income Insurance for Business Owners?
• What Is Term Life Insurance?
• What Is Universal Life Insurance?
• How Can I Maximize My Insurance Benefits?

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