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Educational Reports

If you're looking to become smarter about your finances, you've come to the right place. Our Educational library offers more than 51articles which cover all the essentials.

All of our reports are generic in nature, we do not make specific investment recommendations within the reports.

Browse by Topic (click to Jump) or search our site:


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College Planning          Debt & Credit                    Estate Planning        Financial Planning
Home & Auto                Insurance                           Investing Basics         Mutual Funds
Retirement                     Saving & Budgeting          Stocks & Bonds         Taxes

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College Planning

bulletProjecting College Costs
bulletCollege Saving 529 Plans 
bulletThe Education IRA
bulletFederal and State College Financial Aid Programs

Debt & Credit

bulletConsider Student Consolidation Loan Carefully
bulletDebt: The Good, Bad and  Downright Ugly
bulletYour Credit Report

Estate Planning

bulletEstate Tax Changes Require Careful Planning
bulletPayable-On-Death An Easy Tool For Avoiding Probate

Financial Planning

bulletPutting your Financial House in Order
bulletFinancial Planning Process Components
bulletFinancial Planning Process
bulletWhy Consider Financial Planning
bulletPlanning for Financial Hard Times
bulletPersonal Finance Checklist For Young Adults
bulletHe Said, She Said: When Investment Styles Clash
bulletBoomerang Finances: When Kids Return Home
bulletSecure Your Financial Future

Home & Auto

bulletWhen Can You Stop Paying Private Mortgage Insurance?
bulletHome Bound: Do You Remodel or Move?

Insurance

bulletWhen To Review Your Life Insurance Coverage
bulletAt What Age Should You Buy Long Term Care Insurance
bulletImmediate Annuities
bulletLife Insurance Purposes
bulletInsurance Company Ratings
bulletFinding The Right Medigap Policy

Investing Basics

bulletChart of S & P 500 showing major historical events and their impact.
bulletFannie And Ginnie Maes Offers Alternatives To Treasury Securities
bulletR.E.I.T.S - Real Estate Investment Trusts
bulletThe Historical Returns of Various Asset Classes
bulletU.S. Rates of Inflation over Various Time Periods
bulletInvestment Objectives
bulletBasics of Margin Accounts
bulletIncome Statement Analysis
bullet Fundamental vs. Technical Analysis 
bulletChoosing the Right Investment Benchmark

Mutual Funds

bulletMutual Funds - The basics of Mutual Funds
bulletMoney Market Funds

Retirement

bullet401k Plans Overview - 
bulletImportance of Liquidity In Retirement
bulletRetirement Statistics
bulletWhat to Do With Your Employer Nest Egg 
bulletWill You Be Shocked By the Cost of Retirement ?

Saving & Budgeting

bulletEveryone, Even the Wealthy Needs to Budget
bulletKnowing Your Net Worth is Key to Success

Stocks & Bonds

bulletCommon Stocks - A General overview of what a common stock is.
bulletCallable Bonds
bulletMunicipal Bonds

Taxes

bullet2001 Tax Act Summary
bulletMutual Fund Taxation
bulletTax Traps In IRA Accounts

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Last modified: 11/04/07