Fall 2007

Estate Protection Plan / 2007 Tax Tips

The Estate Protection Plan is a financial and estate "wellness" program - providing education and services that can protect enrolled members and their families - at no cost to the sponsoring company or organization. More Details


Figuring Out the College Payoff

If you have a child or grandchild approaching college age, you may be wondering if an Ivy League education is really worth the steep price of admission. Will a diploma from an elite college guarantee your offspring a bright and prosperous future, or just a pile of debt? More Details


Combining Term and Permanent Life Insurance

Term and permanent life insurance each have distinct advantages and disadvantages. So, it's probably not surprising that sometimes the best option is to consider buying both. More Details


Ask the Experts: What's a self-directed IRA?

A self-directed IRA isn't a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that gives you more investment control by allowing you to direct your IRA assets into nontraditional investments. More Details


Ask the Experts: Can my self-directed IRA invest in real estate?

Yes. Your IRA can invest in virtually any form of real estate. That includes direct ownership in property as well as indirect ownership through limited partnership interests, REITs, and mortgage obligations. More Details