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Ernest Holguin CFP® CRPC
Jourdan E. Sy CFP®
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Federal Income Tax
Roth IRA Conversion
Taxable Equivalent Yield
Cash Flow Analysis
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
Competing Goals: Pay Off Student Loans or Save for Retirement?
Low-Volatility Strategies for a Less Stressful Ride
Know Your Mutual Funds
Insurance Strategies: Giving Old Life Insurance a New Purpose
Weighing a Wider Range of Health Plan Options
HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?
Is a Roth 401(k) Right for You?
Community Property Laws: Yours, Mine, and Ours
Help with College: A Gift for Your Grandkids
Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
Reviewing Business Structure in Light of Tax Changes
HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis
Seven Classic Investing Quotes
Social Security 101
Choosing and Using a College Checking Account
Dealing with Divorce
Key Tax Breaks for Business Owners
HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
Risk Tolerance Is About You, Not the Market
Insurance with Potential Cash Value
Inflation Protection for Investment Dollars
A Map to Guide Your Family
Family Limited Partnerships for Estate Planning Purposes
HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
ETFs on the Rise
An Affordable Insurance Solution
Oil Prices and the Economy
Equity REITs and Rising Rates
HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?
Indexed Annuities: Potential Gain with Some Downside Protection
New Tax Law Expands 529 Savings Plans
Good News, Bad News for Boomer Retirement
Making Sense of Bond Behavior
Two Technology Trends to Help Power Growth
HOT TOPIC — Wage Growth: Watching for a Tipping Point
Is Smart Beta for You?
Chained CPI and Your Taxes
Beyond Medicare: What Are Your Options?
New Tax Breaks for Pass-Through Entities
A New Look at Old Retirement Savings Guidelines
Where There's a Will…
The Cost of Caregiving
A Steady Strategy
Time to Hire? Consider the Pros and Costs
Dividend Investing: Small Payments Can Boost Returns
Pick Your Plastic: Debit or Credit?
Income for the Long Run
Guard Against Growing Cybersecurity Threats
Four Financial Numbers You Should Know
Phasing Out…or Practice Makes Perfect
Do You Need an Umbrella?
Preparing to Withstand the Loss of Key Players
HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
Options for Inherited IRAs
How Long Should You Keep Financial Records?
Why Hold Money Market Mutual Funds?
Settling an Estate
Disaster Insurance Can Help Your Company Stay Afloat
HOT TOPIC — Tax Reform: How Will You Be Affected?
International Investing: Opportunities Overseas?
An Introduction to Trusts
Keeping Savings on Track with a Spousal IRA
Illinois Highlights Credit Risk
No Shortage of Liability Risks
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
History of the Federal Estate Tax
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions
Managing Retirement Plans
Save Now or Save Later
Tax Strategies for Retirement Plans
Types of Bonds
College Investment Options
Cash Management Basics
College Financial Aid
Effects of Inflation
Why Purchase Life Insurance
Property and Casualty Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Disability Income Insurance for Business Owners
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Maximizing Your Insurance Benefits
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Evaluating Insurance Companies
Long-Term Care Costs
American Tax Burden
What Is Investment Risk?
Do You Know Who Your Beneficiaries Are?
Protecting Your Dependents with Life Insurance
The Value of a Bond
What Would Happen to Your Estate?
What Is An Annuity?
Bringing Up Baby