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Christopher West, CFA
Cost of Retirement
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Federal Income Tax
Roth IRA Conversion
Taxable Equivalent Yield
Cash Flow Analysis
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
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
Three Generations of Retirement Strategies
Do Target-Date Funds Hit the Bull’s-Eye for You?
Retirement Savings: Traditional, Roth, or Both?
What Is Cyber Insurance, and Do You Need It?
Give and Receive with a Charitable Remainder Trust
Running with the Dogs
Rain, Sleet, Snow — and Lawsuits?
Business or Hobby? It’s All About Taxes
Is It Time to Step Up Your Digital Marketing?
Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
Online Shopping Tips
What’s Required of the Executor of an Estate?
Prices and the Economy
Qualified Charitable Distributions
A New Option for Providing Health Coverage in 2020
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
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?
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)
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
History of the Federal Estate Tax
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions
Managing Retirement Plans
Save Now or Save Later
Tax Strategies for Retirement Plans
Types of Bonds
College Investment Options
Cash Management Basics
College Financial Aid
Effects of Inflation
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
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
Should You Pay Off Debt or Save for Retirement?
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 Basics of Social Security Retirement Benefits
Financial Planning: Helping You See the Big Picture
Stocks and Stock Mutual Funds 101
Bonds and Bond Mutual Funds 101
The Pros and Cons of a Big Tax Refund
The Retirement Income Factor
What Is Investment Risk?
Do You Know Who Your Beneficiaries Are?
The Value of a Bond
What Would Happen to Your Estate?
What Is An Annuity?