Corporate Communications Archive - Short Takes
- SHTKBUSP: Now is the Time to Plan for Business Succession
- STBNG001: Employee Bonuses--What's the Bottom Line?
- STBNG002: Employee Benefit Liability: Errors and Omissions Coverage
- STBNH001: Defined Benefit Plans Merit a Second Look
- STBNL001: Key Employees: Protecting Valuable Assets
- STBNL002: The "Key" to Business Success
- STBNL003: Cost Recovery Boosts Split Dollar Appeal
- STBNR001: Who Funds Today's Company-Sponsored Retirement Plans?
- STBNS001: New Pension Opportunities for Small Business Owners?
- STBNS002: Borrowing from Your 401(k) Plan
- STBNS003: 401(k) Loans--Pros and Cons
- STBNS004: Defined Contribution (DC) Plans: A Sampler
- STBOE001: The Most Important Parts of Business Succession Planning
- STBOH001: Retirement Planning for S Corporation Shareholders
- STBOI001: Disability Needn't Mean the End of Your Business
- STBOI002: Business Continuity: The Disability Buyout
- STBOI003: Disability Protection for Business Owners
- STBOR001: New Computer Centers Offer Help for Women Business Owners
- STBORP00: Nonqualified Plans Can Boost Retirement Savings
- STBPB001: A Buy-Sell Agreement for Business Succession
- STBPG001: Meeting the Entrepreneurial Challenge
- STBPG002: Women-Owned Businesses on the Rise
- STBPG003: Retaining Business Records
- STBPG004: Women-Owned Businesses on the Rise
- STBPG005: Where Can You Turn to Replace a Worker on Leave?
- STBPG006: Leasing: A Savings Alternative
- STBPG007: Can the Commerce Department Help You?
- STBPG008: The Limited Partnership
- STBPT001: Tax Trends: Working from Home
- STCGT001: Charitable Giving--Not Just for the Rich and Famous!
- STCGTC3: When Giving, Get a Receipt
- STCGTXD1: More About Charitable Deductions
- STECG001: Declining Dollar: What Does It Mean?
- STECG002: Inflation and Your Future
- STECG003: What is the Consumer Price Index?
- STEDA001: Tax Credits for Education
- STEDAC2: Consolidation Offers Flexibility
- STEDBA1: Budget Basics for College Students
- STEDF001: Education Savings Accounts
- STEDF002: Safeguarding Your Child's College Education
- STEDF003: Scholarship Dollars and Taxation
- STEDF004: Education Funding--It's Never Too Early
- STEDF005: Your Child's Future is Now
- STEDF006: The ABCs of College Funding
- STEDG001: A College Degree: The Best Investment Return
- STEDSLTX: Student Loan Deductions
- STEPE001: What's an Executor?
- STEPE002: Choosing Your Estate Executor
- STEPG001: Advanced Planning Options for Larger Estates
- STEPG002: Gifts to Reduce Your Estate Tax
- STEPG003: Health Care Directives--The Basics
- STEPG004: Team Work in Estate Planning
- STEPG005: What is a "Power of Attorney"?
- STEPG006: Why Plan Your Estate?
- STEPG007: Estate Planning—It's a Team Effort
- STEPG008: Estate Planning—Retitling Assets
- STEPG009: Court Hearing Required for Adult Guardianship
- STEPG010: Lifetime Gifts for Lifetime Success
- STEPG011: Beating the Transfer Tax Trap
- STEPG012: Durable Power of Attorney: Making Decisions When You Can't
- STEPG013: Securing Your Family's Future
- STEPG014: Planning Your Estate in a Second Marriage
- STEPL001: Irrevocable Life Insurance Trusts Can Help Boost Your Estate Plan
- STEPL002: Life Insurance--An Estate Tax Solution
- STEPL003: Life Insurance Can Avoid Estate Taxation
- STEPL004: Estate Planning for Your Life Insurance Policies
- STEPT001: Charitable Remainder Trusts for Estate Planning
- STEPT002: Who Should be the Trustee of Your Living Trust?
- STEPT003: Trusts: Here Today, Here Tomorrow
- STEPTR01: Revocable Living Trusts and Probate
- STEPTR02: Credit Shelter Trust: An Estate Planning Tool
- STEPW001: Where There's a Will, There's a Way
- STEPWILL: Bequests Come in Multiple Forms
- STEPX001: Your Estate and Taxes
- STINA001: Why Long-Term Care Insurance?
- STIND001: Disability Income Insurance--Your Financial Security Blanket
- STIND002: Your Income is Your Wealth, but is It Protected?
- STINL001: Boosting the Potential of Charitable Gifts
- STINL002: Life Insurance Beneficiaries
- STINL003: Life Insurance in College Funding
- STINL004: Life Insurance to Suit Your Needs
- STINL005: Viatical Life Insurance Settlements
- STINL006: Why Life Insurance?
- STINL007: Survivorship Life Insurance in a Nutshell
- STINL008: Life Insurance: Helping to Protect Your Child's College Funding
- STINL009: Life Insurance: An Important Tool
- STINL010: Your Family's Finances after You're Gone
- STINL011: How Much Life Insurance is Enough?
- STINL012: Are You an Insurance "Einstein"?
- STINL013: Term Insurance for the Growing Family
- STINL014: Making Sense of Insurance Company Ratings
- STINL016: Why Convert to Cash Value Insurance?
- STINL017: Life Insurance Can Help Ensure Your Child's Education
- STINL018: Survivorship Life: Expanding Your Insurance Horizons
- STINL019: I Want to Know More about Life Insurance
- STINL020: I Want to Know More about Viatical Settlements
- STIVC001: Quick Math and Your Investments
- STIVDRIP: What is a DRIP?
- STIVG001: Investors Need to Keep Personal Perspective
- STIVG002: What is an IPO, Anyway?
- STIVG003: Asset Allocation and Diversification
- STIVG004: Taxes, Inflation, and Your Investments
- STIVG005: Don't Overlook Basic Investment Strategies
- STIVG006: Year-End Reminders for Savvy Investors
- STIVG007: What's a Wrap Account?
- STIVG008: Investing—Annual Reports for Free
- STIVG009: The Finer Points of Asset Allocation
- STIVG010: Wall Street Words
- STIVG011: Beyond the Stock Tables
- STIVM001: The Broadening Appeal of Mutual Funds
- STIVM002: Understanding Market Indexes
- STIVM003: Cost Basis and Mutual Funds
- STIVM004: Is It Time to Rebalance Your Portfolio?
- STIVM005: Market Indices— A Q & A
- STIVT001: Taxable vs. Tax-Exempt: What's the Difference?
- STLTCG01: The Need for Long-Term Care Expected to Double, Quadruple
- STLTCH01: Alcohol Consumption May Prevent Dementia
- STLTCH02: Morning may be Seniors' Best Time of the Day
- STLTCH03: Folic Acid may Prevent Many Age-Associated Diseases
- STLTCINS: Study Cites Many Benefits of Long-Term Care Insurance
- STMIS001: Special Needs Require Special Planning
- STMIS002: Financial News You Can Use--Short Takes
- STMIS003: Savor Life's Chocolates: Three General Tips for the New Year
- STPCA001: Safety: New Concern for Car Buyers (geared to general public)
- STPCA002: Safety: New Concern for Car Buyers (geared to small business owners)
- STPCB001: Protect Your Business with the Right Insurance Program
- STPCCKHM: Check the Health of Your Homeowners Insurance
- STPCFIRE: Create a Fire Escape Plan for Your Home
- STPCG001: Smart Idea--Keep an Inventory of Your Valuables
- STPCG002: Your Home is Your Castle--Insurance Tips
- STPCLEAD: Lead Paint: A Slow Poison
- STPCTRIM: Six Simple Tips to Trim Auto Insurance Costs
- STPCVAC: Your Vacation—An Invitation to Burglars?
- STPFA01: Auto Lease vs. Purchase--The Bottom Line Matters Most (incl. chart)
- STPFG001: Concerted Debt Management
- STPFG002: Divorce and Your Finances
- STPFG003: Fiscal Fitness
- STPFG004: Good Debt and Bad Debt
- STPFG005: Managing Debt
- STPFG006: Reward Yourself with Regular Personal Savings
- STPFG007: Securing Your Financial Future
- STPFG008: Six Steps to Financial Success
- STPFG009: Some Tricky Financial Issues Facing Unmarried Couples
- STPFG010: Losing a Spouse
- STPFG011: Financial Professionals Help You Stay on Course
- STPFG012: What is the Consumer Price Index?
- STPFG013: Your Financial Privacy--Keep a Zipper Lip
- STPFG014: How to Keep Your Financial Information Secret
- STPFG015: Smart Steps on the Road to Financial Security
- STPFG016: Master Your Money. . .Master Your Future
- STPFO001: Building Your Child's Financial Foundation
- STPFR001: How Much Credit Can You Afford?
- STPFR002: Wise Use of Credit Cards
- STPFR003: Tips You Can Use to Prevent the Credit Card Blues
- STPFR004: Cutting the (Credit) Cards
- STPFR005: Maintain a "Creditworthy" Face
- STPFR006: If Your Credit or Debit Card is Stolen. . .
- STREG001: How Much Does It Really Cost to Own a Home?
- STREG003: Coming to "Terms" with Real Estate Investing
- STREM001: A Mortgage--What's the "Point"?
- STREM002: Adjustable Rate Mortgages--What's the Big Deal?
- STREM003: Mortgages: Shorter isn't Always Better
- STREPA1U: Put Your Money into the Best Home Improvements
- STRPC001: Are You Eligible for a Roth IRA?
- STRPG001: "Homing In" on Your Retirement Destination
- STRPG002: Baby Boomers and Independence: Survey Says. . .
- STRPG003: Early Retirement--Is It Viable?
- STRPG004: Funding for a Future Lifestyle
- STRPG005: Recipe for Retirement Savings
- STRPG006: Scaling "Mount Retirement"
- STRPG007: Inflation and Your Retirement
- STRPG008: Borrowing from Your 401(k) Account
- STRPG009: Plan a "Happy Ending" for Your Retirement
- STRPG010: Baby Boomers and the Changing World of Retirement
- STRPG011: Q & A about 401(k) Plan Withdrawals
- STRPG012: Putting More Money in Your Wallet
- STRPG013: Living Longer--It's Part of the Equation, Too!
- STRPG015: What is a 403(b) Plan?
- STRPG016: How is a Pension Plan Different from a 401(k) Plan?
- STRPG017: SEPs and SIMPLEs
- STRPG018: Let Your Employer "Work" for You
- STRPG019: Traditional IRAs vs. Roth IRAs
- STRPI001: Roth IRA Revisited
- STRPI002: The Long-Term Benefits of Roth IRAs
- STRPI003: What Determines Your IRA's Minimum Withdrawal Amount?
- STRPI004: What is an IRA Rollover?
- STRPI005: A Quick Look at Roth IRA Conversions
- STRPI006: Roth IRA Conversions: What's All the Noise About?
- STRPI007: To Convert or Not to Convert--That is the Question
- STRPI008: "Maxed Out" on Your Retirement Plan? Consider an IRA
- STRPIR01: Early IRA Withdrawals
- STRPS001: Limits on Social Security Income
- STRPS002: Social Security Reform
- STRPS003: Social Security: A Little Give and Take?
- STRPS014: What can I Expect from Social Security?
- STRPVEST: What is Vesting?
- STTX01ED: Coverdell ESAs
- STTX03FG : Income Taxes
- STTXB001: What is "Basis"?
- STTXG001: Filing for an Income Tax Extension
- STTXG002: Tax Audits: Silence is Golden
- STTXG003: Tax Credit or Deduction--What's the Difference?
- STTXG004: Your Tax Refund. . . Don't Pat Yourself on the Back Just Yet
- STTXG005: Meeting the April 15th Deadline
- STTXG006: Now is the Time for Year-End Tax Planning
- STTXG007: Solid Gold: Good Tax Records Pay Off