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Brett J. Diamond
Jason A. Bottenfield, CFP®, CDFA®
Credit Card Debt
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Working While Collecting Social Security Benefits
Federal Income Tax
Roth IRA Conversion
Taxable Equivalent Yield
Cash Flow Analysis
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
HOT TOPIC: Pandemic Relief Measures and Your Tax Return
Sequence Risk: Preparing to Retire in a Down Market
Watch Out for These Financial Pitfalls in the New Year
New Fed Policy Suggests Low Rates for the Long Term
When You Can’t Speak for Yourself
Big Data for Smaller Players
HOT TOPIC: Revisiting the 4% Rule
Five Tips to Regain Your Retirement Savings Focus in 2021
Money Market Funds in a Low Rate Environment
Prepare Your Finances for the Next Emergency
Gift vs. Inheritance: Consider the Tax Difference
Take Advantage of Deductions for Business Investments
HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
Should You Pay Off Student Loans Early or Save More for Retirement?
Putting Your Nest Egg in Three Baskets
Full House: Adult Children Coming Home
Five Investment Tasks to Tackle by Year-End
Three Questions to Consider During Open Enrollment
Your Estate: Have You Looked at These Legal Documents Lately?
Four Steps to Rebuilding Your Business
HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
Return of Premium Life Insurance: Protection and Cash Back
Accumulating Funds for Short-Term Goals
Business Cycle Basics: Recessions Begin and End Before We Know It
Insurance to Help Protect Your Business from Lawsuits
HOT TOPIC: The Bull Is Back... Will It Keep Charging?
Could You Be Responsible for Your Parents’ Nursing Home Bills?
Survivor Benefits Provide a Financial Lifeline
Student Loan Stress? These Plans Might Help
Why Family Businesses Should Have Succession Plans
HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Debit or Credit? Pick a Card
Turbulent Times: Bear Markets Come and Go
Crisis Relief: Financial Lifelines for Affected Workers
Mid-Year Is a Great Time to Fine-Tune Your Finances
The Beige Book: A Timely Economic Read
Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
Managing Your Workplace Retirement Plan
Will vs. Trust: Know the Difference
Why You Might Need Disability Income Insurance
SECURE Act Changes That Matter to Small Employers
Keeping Cool: Investment Strategy vs. Reaction
Social Security May Offer a Lifetime of Protection
The Cost of Family Caregiving
Three Life Insurance Strategies for Small Businesses
Telemedicine: The Virtual Doctor Will See You Now
Setting a Retirement Savings Goal
Looking for Value with P/E Ratios
Early Retirement and Your Tax-Deferred Savings
Living Benefits Can Help Counter Retirement Risks
Don’t Let a Disaster Keep the Lights Off Forever
What Key Estate Planning Tools Should I Know About?
How Can a Living Trust Help Me Control My Estate?
How Can I Control the Distribution of My Estate?
What Gifting Strategies Are Available to Me?
Could My Family Benefit from a Family Limited Partnership?
What Is a Roth 401(k)?
What Is a Self-Employed Retirement Plan?
How Should I Manage My Retirement Plan?
What Is a Roth IRA?
How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
What Is Tax Deferral?
How Can I Benefit from Tax-Advantaged Investments?
What Tax Deductions Are Still Available to Me?
Is There Such a Thing as a Tax-Free Investment?
What Is a Bond Ladder?
What Is Diversification?
What Investment Risks Should I Know About?
What Are the Different Classes of Assets?
What Is Asset Allocation?
What Are Some Tips for Managing My Money?
How Long Will It Take to Double My Money?
What Cash Management Tools Are Available?
What Savings Alternatives Are Available?
How Does Inflation Affect Me?
Why Purchase Life Insurance?
Life Insurance for Business Owners
Do I Need Disability Income Insurance?
Am I Prepared for Long-Term Care Expenses?
What Are the Basic Types of Life Insurance?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
The Retirement Income Factor
What Is Investment Risk?
Do You Know Who Your Beneficiaries Are?
What Would Happen to Your Estate?
Markets at a Glance