401K - A qualified retirement plan which allows workers to save for retirement.  Money contributed and earnings are tax-deferred 

     until withdrawn.

403B - A tax-advantaged retirement savings plan available for public education organizations and 501(c)(3) non profit organizations.  Money 

     contributed and earnings are tax-deferred until withdrawn.

annuity - A recurring periodic series of payments over a specific period of time. 

asset - Any item of economic value that could be converted to cash, such as cash, securities, real estate, etc.

asset allocation - A key concept in financial planning. 

annuity - A recurring periodic series of payments.

benefit -

bond

budget

budget counseling

C Corporation

cash flow analysis

Certificate of Enrollment

Certified Financial Planner

charitable giving

charity

college funding

college planning

compliance

comprehensive financial plans

debt

disability insurance

diversification annuity -

EA

education funding

education planning

EE bonds

employee benefits

employees

enrolled

Enrolled Agent

estate

estate planning

ETF - Exchange Traded Funds (ETFs) are a basket of securities like a mutual fund, but they trade like a stock on an exchange.

fee only financial planning

fiduciary

financial advice

financial checkup

financial goals

Financial Planning Association

fiscal policy

fixed annuity - An annuity with fixed payments

Garrett Planning Network

I bonds

income tax

insurance planning

Internal Revenue Service

investment

IRA

medical insurance

medicare

monetary policy

NAPFA

Notary Public

objective financial advice

pension

pensions

perpetuity - A recurring periodic series of payments that has no definite end.

plan

planner

planning

portfolio

portfolio design

portfolio rebalance

portfolio review

preparation

prepare

professional

proprietor

proprietorship

Registered Investment Advisory Firm (RIA)

represent

representation

retirement advice

retirement benefits

retirement planning

revenue

risk

risk management

risk tolerance

Roth IRA

S Corporation

savings plan

SEC - Securities and Exchange Commission

small business

social security

socially

Socially Responsible Investing (SRI)

sole proprietorship

stocks

strategy

tax representation

tax planning

traditional IRA

Treasury bills

Treasury bonds

Treasury notes

trust

umbrella policy

variable annuity - An insurance product regulated by the SEC.  Pay amounts that vary based on the investment performance.  Typically have

     large commissions to seller, high annual management fees and may have high surrender charges.

will