Educational
Advanced Directives
What are Advanced Directives & Living Wills
Advanced Directive Checklist
Advanced Health Care Directive Forms
Charitable Gifting
Read more on how you can reduce the value of your estate by making gifts of money, property, or other assets during your lifetime.
Growth Outside of the Stock Market
For those of us who have an aversion to risk, we do have the opportunity to invest in some positions that are not subject to stock market losses.
Life Insurance
Life Insurance can be an important part of estate planning because it gives your beneficiaries an immediate tax-free source of cash after your death.
NASAA's Senior Investment Resource Center
NASAA is your first line of defense against investment fraud. We cannot guarantee that you will not become a victim. Education and awareness are your best weapons in the fight against investment fraud. As the oldest international investor protection organization, NASAA is pleased to provide the tools you can use to protect yourself against investment fraud.
Rule of 72
A formula used to determine the number of years it will take for a debt or investment to double in size. Learn more . .
Rule of 100
The Rule of 100 simply states that if you take your age and subtract it from 100, the difference is your ideal % of risk that you should have in your portfolio. Read more.
Social Security
Find out how well you know Social Security; take the test. Use the Social Security benefits calculator and see how to lighten the Social Security tax burden
Tax Saving Strategies
Read more about our tax saving strategies.
Wealth Accumulation
The past twenty years have seen a tremendous boom in the mutual fund industry. Major market indices, the S&P 500 and Aggregate Bond Index, have posted impressive returns. Yet the average investor has earned only a fraction of these results.
What are Advanced Directives & Living Wills
Advanced Directive Checklist
Advanced Health Care Directive Forms
Charitable Gifting
Read more on how you can reduce the value of your estate by making gifts of money, property, or other assets during your lifetime.
Growth Outside of the Stock Market
For those of us who have an aversion to risk, we do have the opportunity to invest in some positions that are not subject to stock market losses.
Life Insurance
Life Insurance can be an important part of estate planning because it gives your beneficiaries an immediate tax-free source of cash after your death.
NASAA's Senior Investment Resource Center
NASAA is your first line of defense against investment fraud. We cannot guarantee that you will not become a victim. Education and awareness are your best weapons in the fight against investment fraud. As the oldest international investor protection organization, NASAA is pleased to provide the tools you can use to protect yourself against investment fraud.
Rule of 72
A formula used to determine the number of years it will take for a debt or investment to double in size. Learn more . .
Rule of 100
The Rule of 100 simply states that if you take your age and subtract it from 100, the difference is your ideal % of risk that you should have in your portfolio. Read more.
Social Security
Find out how well you know Social Security; take the test. Use the Social Security benefits calculator and see how to lighten the Social Security tax burden
Tax Saving Strategies
Read more about our tax saving strategies.
Wealth Accumulation
The past twenty years have seen a tremendous boom in the mutual fund industry. Major market indices, the S&P 500 and Aggregate Bond Index, have posted impressive returns. Yet the average investor has earned only a fraction of these results.
