Article Archives for Financial Planning
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September, 2010: How to Teach Your Kids About Money
August, 2010: Wall Street Reform Reveals Complex Nature of Regulation
July, 2010: Homeowner's Insurance - Are You Really Covered?
June, 2010: Life Insurance – How much is enough?
May, 2010: Managing your business by the numbers
April, 2010: How Health Care Law Will Affect Your Financial Planning
March, 2010: The Roth Conversion – Take a Closer Look
February, 2010: Plan Ahead to Avoid the Stress of Caring for Children and Parents
January, 2010: Tax Organizers – Friend or Foe?
December, 2009: Prepare now for the New Year
November, 2009: Alternative investments sometimes worth the risk
October, 2009: Who Is Your Adviser?
September, 2009: Annuities – Sheltering Your Nest Egg
August, 2009: Need Money Fast? - Don’t Fall for a Scam
July, 2009: Can't Afford a Vacation? - Maybe Uncle Sam Can Help
June, 2009: Is Estate Planning Really Necessary?
May 2009: Qualified Domestic Relations Orders - Don’t Blow a Money Saving Tactic
April 2009: Credit Counseling – Salvation or Scam?
March 2009: Budgeting for a Nation – Implications of the 2009-2010 Budget
February 2009: Who Is a Taxpayer to Believe?
January 2009: Out With the Old?
December, 2008: Investors and the Year End Tax Trap
November 2008: Protecting Your Nest Egg
October 2008: Developing A Family Budget
September 2008: How Good is Your Team?
Building The Right Financial Team
August 2008: Veterans Benefits Could Help Defray Eldercare Costs
July 2008: Controlling the High Cost of Fuel
June 2008: Get Value from Your Life Insurance…
Without Dying
May 2008: A Few Ideas for Your Stimulus Check
April 2008: Is An Equity Index Annuity for You?
March 2008: The Reverse Mortgage – Five Years Later
February 2008: Maximize Your Retirement Savings
January 2008: Last Minute Relief for Cash Strapped Homeowners
December 2007: Last Minute Gift Giving Ideas
November 2007: New Vehicle - Should You Buy or Lease?
October 2007: Finding the Right Homeowner’s Insurance
September 2007: Power of Attorney
Is it really necessary?
August 2007: Trust the Government to Help Disabled Relatives?
July 2007: Keep the IRS from Being the Only Winner in Your Divorce
June 2007: How Much Cash Do You Need?
May 2007: Your Credit Score-
More Important than You Think
April 2007: Purchasing an Annuity?
Get the Facts First
March 2007: Early Distribution of Retirement Funds - Without the Penalty
February 2007: Waste Not, Want Not
January 2007: Happy New Year!
Now, Let's Get Down to Business
December 2006: ‘Tis the Season to Give
(And Also to Steal)
November 2006: Life Insurance - How Much is Enough?
October 2006: Sharing Your Wealth
September 2006: Homeowner’s Insurance - Are You Really Covered?
August 2006: Kids and Money
July 2006: Cashing in on Home Sweet Home
June 2006: Make the Most of Your College Dollars
May 2006: Financing Your Home
April 2006: Making the Most of Your Business
March 2006: How’s the Company Doing?
What Management is Supposed to Tell You.
February 2006: Anatomy 201 - Why Are They Telling Us This?
January 2006: Anatomy 101 -
The Magical Annual Report
December 2005: Energy Conservation Can Pay Big Dividends
November 2005: Investor Protection
(Who Protects the Average Investor?)
October 2005: Philanthropy with a Twist
Making Your Travels Count
September 2005: Financing Your College Education -
Talk About a Huge Cash Outflow
August 2005: Is a Credit Union for You?
July 2005: Buying a New House
Are you buying a home, investment or headache?
June 2005: Not All Financial Planners Are Alike
May 2005: Getting Personal About Energy
April 2005: Spending Your Refund on a New Car?
Are you sure that’s wise?
March 2005: Looking Out for Number One
February 2005: This Is Your Last Chance!
Saving Your Money for Better Uses
January 2005: The Worth of a Child
December 2004: Just a Friendly Reminder
November 2004: The Third Time is a Charm
(Washington’s October Surprise Part 3)
October 2004: Check 21 - There Goes the Fun of Cash Management!
September 2004: Eliminate Credit Card Debt?
(Read the Fine Print)
August 2004: Deadly Life Insurance Mistakes
July 2004: It’s My Money and I’ll Withdraw it if I Want To!
June 2004: Maintaining Control of Your Estate
May 2004: The Golden Years?
April 2004: Is it Party Time Yet?
March 2004: Children - The Best, and most expensive, Investment You Will Ever make
February 2004: Still Young, But Not So Care Free
January 2004: Young and Carefree
(Financial Planning for the Young, Single Person)
December 2003: Survival 101 - A Guide to Surviving Christmas
November 2003: Resolve to Be Fair to Your Family
October 2003: Gotcha Covered!
September 2003: All Dressed Up and No Way to Pay
August 2003: Are the Good Times Over?
July 2003: What Do We Do Now?
June 2003: Are Your Funds Loaded?
May 2003: Our Cap’s Off to You!
April 2003: Go Ahead, Be an Armchair Quarterback!
March 2003: Navigating the Annual Report Maze
February 2003: Home Sweet Home
January 2003 : Expecting the Unexpected: Building Your Safety Net
December 2002: So What if I Live Forever?
November 2002: Fee-only Life Insurance Advisers... Check Them Out!
October 2002: Check Your Credit... It’s Important
September 2002: A Net Worth Statement May Help You Reach Your Goals
August 2002: Employees in Transitions. What to do with Retirement Plans?
July 2002: Do Mutual Funds Matter?
June 2002: Insure? Be Sure!
May 2002: College Planning Basics
April 2002: Benefit From Your Benefits!
March 2002: Identity Theft – Is It Really That Bad?
February 2002: Will Your Will Stand the Test of Time?
January 2002: Section 529 Plans Revisited
December 2001: Are You Running Out of Room?
November 2001: A Familiar Question
October 2001: Silver Linings
September 2001: Too Good To Be True? Probably!
August 2001: Need Help With the IRS? File 911
July 2001: Make Hay While the Sun Shines
June 2001: No Estate Tax? Really?
May 2001: Isn't It About Time You Got the Credit?
April, 2001: Just Wait Until Your Father Comes Home!
March, 2001: Well, what will it be?
February 2001: Saving Money the Old-Fashioned Way
January 2001: Online Banking – Making Your Life Easier?
December 2000: So What if I Live Forever?
November 2000: A New What?
October 2000: Family Fun
September 2000: Do You Know How Well Your Mutual Fund Has Done This Year?
August 2000: You Plan Your Day...Why Not Your Life?
July 2000: Insure? Be Sure!
June 2000: How to Make Your Kid Pay For College
May 2000: Social Security Tax Relief
April 2000: The 529 College Savings Plan is Available to You
March 2000: The Roth IRA
February 2000: There is No Excuse for Not Having a Will.
January 2000: Determining Your Retirement Benefits and Social Security
December 1999: Tax Traps in Retirement and How to Avoid Them
November 1999: FYI American IRA owners, all 31 Million of You!
October 1999: Today's Stock Market? Alternative Investments
August 1999: Mutual Fund Trading Pretax & After Tax
July 1999: Smart Ways to Give to Your Family
June 1999: Risks of Employee Stock Ownership
May 1999: Tax Cuts for Workers with Term Life
April 1999: In the Age of No Tax Shelters They Still Exist