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Investment

Alternative Investments - Going Mainstream
The Threat of Identity Theft
A Taxing Story: Capital Gains and Losses
TIPS for Inflation
How Stocks Work
Mutual Funds vs. ETFs

Retirement

Introducing the 530A Accounts
9 Facts About Retirement
What to Expect in Your First Year of Retirement
First Year of Retirement: What to Expect

Money

The Half Million Dollar Baby
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
What If Your Kids Decide Against College?
The Big Pause
What Will You Do With Your Bonus or Windfall?
Year-End Charitable Gifting and You

Lifestyle

A Path to Serenity and Smart Money Choices

Estate

How Often Should You Update Your Estate Strategy?
Estate Management Checklist
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages
A Living Trust Primer

Insurance

What to Look for in an Extended-Care Policy
Assess Life Insurance Needs
The A, B, C, & D of Medicare

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Office: 309-693-5760

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Fax: 309-693-5761

5832 North Knoxville Avenue

Suite B

Peoria, IL 61614

mark.rahn@benjaminfedwards.com

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