JTD — Articles

Read our articles on a variety of topics:

• Living Trust Primer
• Look at Whole Life Insurance
• Mutual Funds vs. ETFs
• Red Flags for Tax Auditors
• Social Security:  Five Facts You Need to Know

— 2024

• 2024 Critical Social Security Facts
• 9 Facts About Social Security
• How To Manage Market Volatility
• Important Birthdays Over 50
• IRA Withdrawals that Escape the 10% Tax Penalty
• Tax Deductions You Won't Believe
• Understanding Money Market Funds

— 2023

• 5 Basics of Financial Literacy
• 5 Ways to Stay Confident in Retirement
• 8 Timeless Principles of Investing
• 9 Facts About Social Security
• Assess Life Insurance Needs
• Building a Solid Financial Foundation
• Data Breach - Your Security To-Do List
• Deciding When to Take Social Security
• Diversification, Patience, and Consistency
• Do Our Biases Affect Our Financial Choices?
• Four Really Good Reasons to Invest
• Mutual Funds vs. ETFs
• Personal Finance Calendar
• Preparing for a Satisfying Retirement
• Social Security: Maximizing Benefits
• Types of Stock Market Analysis
• Why You Should Hire a Financial Advisor
• Will Power
• Year-End Charitable Gifting and You