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• The Increasing Cost of Education
• What is a Coverdell Education Savings Accounts (ESA)?
• Create A Funding Strategy
• Financial Aid for College Students
• Finding Scholarship Opportunities
• Section 529: College Savings Plans

• Using Credit Cards Wisely
• Structuring the Terms of Your Loan
• Understanding the Mortgage Underwriting Process
• Life After Debt

• An Introduction to Budgeting
• Life Cycle Planning
• The Time Value of Money and Your Financial Objectives
• Selling Your Home
• Your Personal Financial Statements
• Year End Financial Planning

• Determining Your Life Insurance Coverage Needs
• What Is Term Life Insurance And When Does It Fit Your Needs?
• What Is Permanent Life Insurance And When Does It Fit Your Needs?
• Auto Insurance - How It Works
• Health Insurance - How It Works
• The Basics of Homeowners Insurance
• Do You Really Need Private Mortgage Insurance?

• Investing In Stocks
• Where Bonds Belong
• Introduction to Certificates of Deposit
• Using Mutual Funds In Your Portfolio
• The Importance of Asset Allocation
• Finding A Comfortable Level Of Risk
• Keeping Your Plan In Balance
• What is a Variable Annuity?
• What is a Qualified Annuity?
• Managing Your Assets

• Traditional and Roth IRAs – Which is Right for You?
• Roth IRA Conversion Review
• The Basics of Retirement Planning
• Bridging the Gap
• Changes in Living Expenses During Retirement
• Calculating Your Social Security Benefit
• Minimum Retirement Plan Distributions
• Retiring at an Early Age

• Taxation on the Sale of a Home
• Taking the Mystery Out of Capital Gains
• Tax Aspects of Working at Home
• New Tax Legislation - Benefit Summary

• Qualified Plans
• Deferred Compensation
• Choosing A Continuation Plan That's Right For You
• Implementing a Cafeteria Plan
• Indemnifying a Business for the Loss of a Key Employee
• The Business Entity Decision
• How To Sell My Business For Maximum Value
• Guide To Selling Your eCommerce Business + Best Brokers

• A Will That Meets Your Needs
• Use of Living Trusts
• Gifting Strategies for Estate Planning
• A Living Will
• Selecting an Executor or Trustee
• Estate Settlement
• Estate Planning Life Insurance
• Reviewing Your Plan