Financial Concepts

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Personal/Financial Strategies Concepts


    • Financial Independence at Retirement
    • Importance of Planning for Retirement
    • Capital Required at Retirement
    • The Price of Delaying Retirement Savings
    • Odds to Living to Retirement at Age 65 (Male)
    • Odds to Living to Retirement at Age 65 (Female)
    • Important Facts About Social Security Retirement Benefits
    • Hypothetical Pension Benefit Results
    • Long-Term Care…Did You Know?
    • Need for Long-Term Care Insurance

Income Protection

    • How Much Will You Earn in a Lifetime?
    • Personal Financial Security Needs
    • Odds of Dying (Male)
    • Odds of Dying (Female)
    • How Much Life Insurance Do I Need?
    • If Disability Strikes
    • Sources of Funds During a Critical Illness

Education Strategies

    • Approximate Undergraduate Costs
    • Impact of Inflation on College Costs
    • Education Funding Option
    • Education Tax Incentives (Overview)
    • Education Savings Account Basics
    • Qualified State Tuition Program Basics

Life Insurance

    • Why People Buy Life Insurance
    • How Much Life Insurance Do I Need?
    • Do You Still Have Enough Life Insurance?
    • Types of Life Insurance
    • Types of Cash Value Life Insurance
    • Types of Term Insurance
    • Term Insurance Variation: Level Term Insurance
    • Life Insurance/Long-Term Care Hybrid Plans


    • Wealth Replacement Trust in Action
    • Charitable Remainder Trust in Action
    • Charitable Lead Trust
    • Charitable Gift Annuity or Pooled Income Fund
    • Split-Interest Charitable Gifts
    • Retirement Plan Assets


    • The High Cost of Dying
    • Estate Shrinkage in Action
    • Estate Shrinkage Profiles
    • Estate Tax Flow Chart
    • The Estate Analysis Process
    • Paying the Estate Tax Bill

Wealth Strategies

    • How Much Will You Earn in a Lifetime?
    • Managing Your Finances
    • Tax-Favored Retirement Savings
    • Deferred Annuity in Action
    • Life Expectancy After Retirement
    • Income Annuity Solution
    • Regular IRA vs. Roth IRA…A 2017 Comparison
    • A TDA Solution