- 401(k) Plan
- 401(k) Loan
- 403(b) Plan
- 1035 Exchange
- Account Balance
- Adjustable-Rate Mortgage (ARM)
- Adjusted Gross Income (AGI)
- Administrator
- After-Tax Return
- Aggressive Growth Fund
- Annual Percentage Rate (APR)
- Asset
- Asset Allocation
- Asset Class
- Balanced Mutual Fund
- Bear Market
- Beneficiary
- Blue Chip Stock
- Bond
- Bull Market
- Buy-and-Hold
- Buy-Sell Agreement
- Capital Gain or Loss
- Cash Alternatives
- Cash Surrender Value
- Certificate of Deposit (CD)
- Charitable Lead Trust
- Claim
- COBRA
- Coinsurance or Co-Payment
- Commercial Paper
- Common Stock
- Community Property
- Compound Interest
- Consumer Price Index (CPI)
- Convertible Term Insurance
- Corporate Bond
- Corporation
- Coverdell Education Savings Account (Coverdell ESA)
- Credit Score
- Debt
- Deduction
- Deed
- Deferred Annuity
- Defined Benefit Plan
- Defined Contribution Plan
- Deflation
- Dependent
- Direct Rollover
- Disability Income Insurance
- Diversification
- Dividend
- Dollar-Cost Averaging
- Dow Jones Industrial Average (DJIA)
- Early Withdrawal
- Employee Retirement Income Security Act (ERISA)
- Employee Stock Ownership Plan (ESOP)
- Employer-Sponsored Retirement Plan
- Equity
- Estate Management
- Estate Tax
- Exchange-Traded Funds (ETFs)
- Executive Bonus Plan
- Executor
- Federal Income Tax Bracket
- Federal Reserve System (The Fed)
- Financial Aid
- Financial Industry Regulatory Authority (FINRA)
- Financial Statement
- First-to-Die Life Insurance
- Fixed Annuity
- Fixed-Rate Mortgage
- Foreclosure
- Front-End Load
- Fundamental Analysis
- Gift
- Gift Tax
- Gross Monthly Income
- Group Life Insurance
- Health Savings Account (HSA)
- Home Equity
- Income
- Index
- Individual Retirement Account (IRA)
- Inflation
- Initial Public Offering (IPO)
- Interest Rate
- Intestate
- Investment Objective
- Irrevocable Trust
- Joint Tenancy
- Jointly Held Property
- Keogh Plan
- Key Employee
- Key Person Insurance
- Life Insurance
- Liquidity
- Living Trust
- Living Will
- Long-Term-Care Insurance
- Lump-Sum Distribution
- Management Fee
- Marital Deduction
- Market Risk
- Market Timing
- Maturity
- Medicaid
- Medicare
- Money Market Fund
- Municipal Bond
- Municipal Bond Fund
- Mutual Fund
- National Association of Securities Dealers Automated Quotations (NASDAQ)
- Net Asset Value
- Net Income
- Net Worth
- New York Stock Exchange (NYSE)
- Non-contributory Retirement Plan
- Non-qualified Plan
- Old-Age, Survivors, and Disability Insurance (OASDI)
- Partnership
- Permanent Life Insurance
- Policy Loan
- Policy Rider
- Policyholder
- Portfolio
- Power of Attorney
- Preferred Stock
- Prenuptial Agreement
- Price/Earnings Ratio (P/E Ratio)
- Prime Interest Rate
- Principal
- Probate
- Profit-Sharing Plan
- Property
- Prospectus
- Qualified Retirement Plan
- Rate of Return
- Real Estate Investment Trust (REIT)
- Redemption
- Required Minimum Distribution (RMD)
- Revenue
- Revocable Trust
- Risk
- Risk Tolerance
- Rollover
- Roth IRA Conversion
- Savings Incentive Match Plan for Employees (SIMPLE)
- Securities and Exchange Commission (SEC)
- Self-Directed IRA
- Share
- Split-Dollar Life Insurance
- Split-Dollar Plan
- Spousal IRA
- Standard & Poor’s 500 Index (S&P 500)
- Stock
- Stock Certificate
- Stock Purchase Plan
- Stock Split
- Tax Credit
- Tax Deduction
- Tax Deferred
- Tax-Exempt Bonds
- Taxable Income
- Technical Analysis
- Tenancy in Common
- Term Insurance
- Testamentary Trust
- Time Horizon
- Title
- Total Return
- Treasuries
- Trust
- Trustee
- Trustee-to-Trustee Transfer
- Uniform Gift to Minors Act (UGMA)
- Universal Life Insurance
- Unlimited Marital Deduction
- Variable Interest Rate
- Variable Universal Life Insurance
- Volatility
- Whole Life Insurance
- Will
- Withholding
- Yield
- Zero-Coupon Bond
