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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