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SEVENTY-FIVE PERCENT OF AMERICANS AGREE THEY WOULD BENEFIT FROM HAVING BASIC FINANCIAL EDUCATION AND INFORMATION.
Source: The 2015 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling
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ESTATES & TRUSTS
- Estate Planning
- Living Trusts
- Avoiding Probate
- Charitable Giving
- Preserving My Estate
- Controlling the Distribution
- 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
RETIREMENT
- SEP IRAs
- SIMPLE IRAs
- 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
- Self-Employed Retirement Plans
- Indexed Annuities
- Retirement Plan Distributions
- Traditional IRAs
- 401(k) Plans
- Managing Retirement Plans
- Save Now or Save Later
- Roth IRAs
TAX PLANNING
- 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
- United States Tax History
INVESTING
- Annuity Taxes
- Bond Ladders
- Common Stock vs. Preferred Stock
- Dividends
- Exchange-Traded Funds
- Growth Stocks vs. Value Stocks
- Mutual Fund Taxes
- Stock
- Zero-Coupon Bonds
- Diversification
- Types of Bonds
- Bonds
- 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
- Stock and Bond Investing Alternatives
- Dollar-Cost Averaging
- 529 Plans
CASH MANAGEMENT
- Cash Management Basics
- Doubling Your Money
- Cash Management Tools
- Money Market Funds
- Managing Cash
- Biweekly Mortgages
- Reverse Mortgages
- Smart Financing Ideas
- College Financial Aid
- Savings Alternatives
- Effects of Inflation
- Home Equity Loans
RISK MANAGEMENT
- Why Purchase Life Insurance
- Annuities as an Insurance Product
- Business Owner Policies
- Life Insurance for Business Owners
- Split-Dollar Life Insurance
- Last-Survivor Life Insurance
- 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
- 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