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Materials may not be shared or resold.

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  •  A single payment purchases three articles
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  • Articles may be branded for the firm/advisor
  • Proper use is article with compliance/legal revisions, branding, and a call to action specific to the advisor/firm
  • Content use rights expire after 12 months
  • Multi-person subscriptions are under a company umbrella and each individual user must register to download articles

Disclaimer

Subscriber is responsible for compliance/legal review of Materials furnished to its clients before the Materials are published.  

Materials may not be shared or resold.

 

The Great College Debate: Is College Worth The Cost?

In the Roaring Twenties – an era of flappers and prohibition, the decade when women won the right to vote, and a time when the ‘Hollywood’ sign read, ‘Hollywoodland’, less than one-fifth of Americans completed high school – and a tiny fraction of the population...

College 101: Introduction To Finances and Budgeting

Many students rely on their parents for financial assistance throughout college. The first years of undergrad often are a time when adult children learn to budget, track spending, pay bills, and manage credit. These are not easy to master, but they’re essential life...

4 Ways To Pay For College

Getting into a top college is challenging. Paying for it is, too. College Board reported that in-state students attending four-year public colleges or universities full-time should budget about $25,000 for tuition, room and board, and other expenses during the 2017-18...

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PERSONAL FINANCE BUNDLE
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  •  A single payment purchases three articles
  • You can download all three articles in the specifically designated three-article bundle immediately
  • Articles may be used for blogs, websites, electronic and print newsletters, and e-mail communications
  • Articles may be branded for the firm/advisor
  • Proper use is article with compliance/legal revisions, branding, and a call to action specific to the advisor/firm
  • Content use rights expire after 12 months
  • Multi-person subscriptions are under a company umbrella and each individual user must register to download articles

Disclaimer

Subscriber is responsible for compliance/legal review of Materials furnished to its clients before the Materials are published.  

Materials may not be shared or resold.

 

If Disaster Strikes, What’s Your Emergency Plan?

2018 has brought some unwelcome weather to the United States. In the West, Americans have endured lava flows, wildfires, and mudslides. In the Midwest, they've suffered torrential rains, high winds, and flooding. In the South and the East, people have coped with...

DIY Financial Holidays: 4 Milestones Worth Celebrating

We celebrate all kinds of things. Every September, we have the opportunity to celebrate Labor Day, American Chess Day, World Coconut Day, National Wildlife Day, National Comic Book Day, and other government and media holidays. [1] Here’s my question: Why don’t we have...

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RETIREMENT DISTRIBUTIONS BUNDLE
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  •  A single payment purchases three articles
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  • Articles may be used for blogs, websites, electronic and print newsletters, and e-mail communications
  • Articles may be branded for the firm/advisor
  • Proper use is article with compliance/legal revisions, branding, and a call to action specific to the advisor/firm
  • Content use rights expire after 12 months
  • Multi-person subscriptions are under a company umbrella and each individual user must register to download articles

Disclaimer

Subscriber is responsible for compliance/legal review of Materials furnished to its clients before the Materials are published.  

Materials may not be shared or resold.

 

Hey! Did You Forget Your 401(k)?

It’s easy to leave money behind in a workplace retirement plan account. In fact, lots of people do. Between 2005 and 2015, 25 million Americans left retirement plan savings in their former employers’ defined contribution plan, and millions of people left two or more...

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TRIVIA AND INNOVATIONS BUNDLE
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  • Articles may be used for blogs, websites, electronic and print newsletters, and e-mail communications
  • Articles may be branded for the firm/advisor
  • Proper use is article with compliance/legal revisions, branding, and a call to action specific to the advisor/firm
  • Content use rights expire after 12 months
  • Multi-person subscriptions are under a company umbrella and each individual user must register to download articles

Disclaimer

Subscriber is responsible for compliance/legal review of Materials furnished to its clients before the Materials are published.  

Materials may not be shared or resold.

 

Trivia Quiz: What Do You Know About Money?

Obtaining what you wanted was far more challenging before paper money and pocket change were invented. Barter required finding someone who had what you needed – and needed what you had – and then reaching an agreement. While bartering remains a valued skill in some...

Trivia Quiz: What Do You Know About Money Idioms?

Idioms are phrases that only make sense when you know the meaning associated with them.  For instance, in the United States, we say that ‘someone is worth their salt.’ It means means the person is hard working and worth the money he or she is paid.  The saying...

What Happens When Elevators Travel Sideways?

Baby Boomers aren’t going to bore their grandchildren with tales of walking 10 miles uphill to school in inclement weather.  No, they’ll be able to shock younger generations with tales of rotary telephone dials and eight-foot phone cords. Of course, Generation X and...

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STAY CALM IN TURBULENT TIMES BUNDLE
What do I get?
  • A single payment purchases three articles
  • You can download all three articles in the specifically designated three-article bundle immediately
  • Articles may be used for blogs, websites, electronic and print newsletters, and e-mail communications
  • Articles may be branded for the firm/advisor
  • Proper use is article with compliance/legal revisions, branding, and a call to action specific to the advisor/firm
  • Content use rights expire after 12 months
  • Multi-person subscriptions are under a company umbrella and each individual user must register to download articles

Disclaimer

Subscriber is responsible for compliance/legal review of Materials furnished to its clients before the Materials are published.  

Materials may not be shared or resold.

 

Don’t Let Emotion Cause You To Make Poor Investment Choices

We all receive a lot of advice: Eat less sugar. Exercise more. Stay in the moment. Don’t make assumptions. Spend less time on social media. We don’t always make the choice we know we should make. Sometimes, a poor choice is easy to overcome. For instance, if you...

Don’t Let Volatility Shake Your Composure

Rudyard Kipling’s poem 'If' — opens like this: “If you can keep your head when all about you/ Are losing theirs…” [1]  Kipling was offering advice about how to live life, but staying calm when others panic is a good idea when it comes to investing, too. Investors with...

Asset Allocation: Is It Time For A Review?

If you’ve ever watched a contestant on the Great British Baking Show get it wrong – using salt instead of sugar or choosing a disastrous flavor combination – then you know how important it is to choose the right mix of quality ingredients. It’s also important to...

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Select Number of Users To View Pricing And Subscribe
Price $300
 

$255 per User

Total Price: $2,295

$180 per User

Total Price: $8,820

$99 per User

Total Price: $9,801

$90 per User

Total Price: $44,910

THREE-ARTICLE BUNDLE VOUCHERS

THREE-ARTICLE BUNDLE VOUCHERS
What do I get?
A single payment purchases one or more vouchers.
Each voucher has a unique code that allows the recipient to purchase a single themed, 3-article bundle.
The recipient of the voucher chooses the bundle.
The voucher user must register to download the bundle.
Articles may be used for blogs, websites, newsletters, and e-mail communications
Articles may be branded for the firm/advisor
Proper use is article with compliance/legal revisions, branding, and a call to action specific to the advisor/firm.
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Custom Content

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Here are answers to some of the questions we're asked most often.

Can I see the whole article before I subscribe?

We offer only excerpted content only prior to subscription to protect our intellectual property. 

How often do you release new content?

Three new articles are added to the library each month.

Our articles do not mention products or companies, and we don't use promissory language. Some advisors will need to have the articles reviewed by compliance, but it shouldn't be difficult to meet compliance approval.

Can I alter the wording and images?

Yes. You can edit content to make it your own and make any compliance-required changes. Also, you can add branding and calls to action that make the content uniquely yours. 

The free stock photos accompanying articles can be licensed through the indicated website.

Can I put my branding on these articles?

Yes.

How do I download articles?

Just log in to The Advisor Content Library with your user ID and password. If you have a premium membership, you can download up to three articles each month. If you opt for a themed three-article bundle, you can download the specifically-designated articles as described in the licensing agreement.

Are these articles FINRA approved?

Toole Bertz & Associates LLC is not a FINRA firm. FINRA declined to review the articles for our firm, but will review them for a FINRA firm, if necessary.

What if I have trouble accessing the articles?

Contact us. We’re happy to help you resolve any issues.

Can the library automatically download articles to a newsletter or blog?

No. You will need to manually load the articles into your newsletter or onto your blog, but that should give you an SEO boost.