Current Financial Planning Articles
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Release Date: February 2008
Investing Smart in a Health Savings Account
Planning Surgery in a Foreign Country
You May Love Each Other, But Should You Invest Together?
Release Date: January 2008
Getting Today’s Best Returns from a Home Renovation
It’s Time to Start Thinking About the Estate Tax Again
Pay Close Attention to So-Called “Default” Investments
Release Date: December 2007
Homeowners in Trouble Need to be Proactive
Say Goodbye to 2007 with Some Smart Tax Moves
Thinking About a New Career Direction in ’08? Here’s How to Prepare for Your Own Business
Try to Avoid These Stupid IRA Mistakes
Release Date: November 2007
A Family Mission Statement Can Keep Family Goals First and Money Squabbles at Bay
Afraid of the AMT? Now’s the Time to Get Some Help
Business Not So Good? Here’s How to Protect Against Job Loss in a Financial Plan
Will Your Kid’s Inheritance Make Her a Monster? Not If You Plan Carefully
Release Date: October 2007
Thinking About Borrowing from Family or Friends? Do It The Right Way.
What You Can Do Before the Kiddie Tax Loophole Closes
Think The Subprime Debacle Is All About Housing? It Hurts Small Businesspeople Too.
Release Date: September 2007
When Real Estate’s in Trouble, Spruce up Your Home and Finances
How Your Personality Affects Your Financial Decision-making
Is Pet Health Insurance Worth It?
Release Date: August 2007
Make Sure Your Travel Insurance Actually Insures Your Trip
Thinking About Going Back to College? Make a Plan First
Think it’s Time to Tap Your HELOC for an Investment? Get Some Advice First
Release Date: July 2007
The Best Time for a Business Disaster Plan? Before the Disaster Happens
Divorce Can Sink Your Health Coverage – What To Do First
An All-Weather Strategy to Real Estate Investing
Reverse Mortgages Require a Close Look
Release Date: June 2007
An Annual Insurance Checkup Can Save You Money Without Hurting Your Coverage
Lenders May Give You a Break on Debt, But Uncle Sam Might Not Be So Forgiving
Thinking About Private School for Your Kids? The Earlier You Start the Better
Release Date: May 2007
Adopting a Child Requires a Specific Financial Plan
Making Your Employer a Partner In Your Financial Planning
Market Volatility Shouldn’t Rattle a Good Financial Plan
Release Date: April 2007
What Are Exchange-traded Funds and How Do They Work?
Losing Your Inheritance to Uncle Sam – or Others
Getting the Kids Involved in Saving for College
Release Date: March 2007
How Bunching Can Preserve Your Right to Itemize
Most Americans Need to Prepare for Financial Impact of Disability
Now Is the Time to Pick Up Low-Cost Life Insurance
Release Date: February 2007
Tis the Season – Things to Know Before Filing Your Taxes
Using Universal Life Insurance with Secondary Guarantees for Estate Taxes
Release Date: January 2007
Medicare Provides Preventive Services
More Tax Changes: The Tax Relief and Health Care Act of 2006
Release Date: December 2006
The Ins and Outs of Mortgages and Refinancing
The Ins and Outs of Roth IRA Conversions
Release Date: November 2006
Is Conventional Planning Right for You?
New law allows IRA owners over 70˝ to donate RMD to charity
Year-End Personal Finance Checklist
Release Date: October 2006
A guide to withdrawing retirement assets
A Time and Place for Life Settlements
Taxpayers should get a head start on tax planning for 2007
Release Date: September 2006
The New Pension Protection Act of 2006 Promotes Savings, Protects Pensions
Release Date: August 2006
College Planning in the Wake of New Tax Laws
Navigating Interest Rates, Inflation and the Economy
The Correct Way to Use Lifecycle Mutual Funds
Release Date: July 2006
Gearing Up for Life on the RV Road
ILITS Remain a Popular Estate Planning Tool and Technique
A Primer on the Tax Increase Prevention and Reconciliation Act of 2005
Release Date: June 2006
Taking Responsibility for Retirement: How Today's Scary Headlines Can Help Your Retirement Plan
Release Date: May 2006
Financial Education for Minorities
The Importance of an Annual Financial Checkup
The Truth About Small-Business Succession Planning
Release Date: April 2006
A New Approach to Selecting a Financial Planner
Alternatives to Traditional Investments
A Brave New Financial World for Baby Boomers
Release Date: March 2006
The Trials and Tribulations of Measuring and Comparing Investment Performance
The Return of Uncle Sam's 30-Year Bond
The Perplexing World of Social Security and Earnings in Retirement
Release Date: February 2006
Changes in Store for Medicare and Medicaid
Taking Time to Understand the 2006 Tax Changes
Figuring Out the Financial Aid Formula
Release Date: January 2006
Caring for Elderly Loved Ones From Afar
Evaluating the Need for Insurance in Retirement
Navigating the Federal and State Estate Tax Maze
Release Date: December 2005
Release Date: November 2005
A Primer on Charitable Donations
Rules for Hiring Family Members
Release Date: October 2005
A Primer on the National Savings Rate
Preparing for the New Medicare Drug Benefit
Tips on Filing Homeowner's Insurance Claims
Release Date: September 2005
A Primer on Charitable Donations
Release Date: August 2005:
Investment Policy Statement for Trusts
Preparing Financially for Disaster
Pros and Cons of Prepaying your Funeral
Release Date: July 2005
Add Prenuptial Agreements to Your Wedding Plans
New Bankruptcy Law Protects IRAs
Should You Consider a Health Savings Account?
Release Date: June 2005
Time For a Midyear Financial Checkup
Large IRAs Not Fully Protected from Bankruptcy or Lawsuit Seizure
Financial Mistakes to Avoid in a Divorce Settlement
Release Date: May 2005
Do You Know Where Your IRA Beneficiary Forms Are?
Family Meetings Can Help Pass On Family Assets
Climb a 'Bond Ladder" as Interest Rates Rise
Release Date April 2005
Are Your Old Savings Bonds Still Earning Interest?
Pros and Cons of Combining Long-Term Care Policies
Tips for Financially Helping Your Children...Even When They're Adults
Release Date: March 2005
Do You Know What Your CPI is ?
How to Avoid a Medical Financial Disaster
Release Date: February 2005
403(B) Plans Wave of Future for Many Workers
IRS Eases Retirement Account Rollover Nightmares But Taxpayers Need to Remain Cautious
Release Date: January 2005
Financing Alternatives for Small Business
Will Your Future Social Security Payments Be Smaller than Expected ?
Release Date: December 2004
Term Life Insurance That May Pay Back Your Premiums
FLPs with Business Purpose More Likely to Pass IRS Muster
Bank Loan Funds A Hedge Amid Rising Interest Rates
Release Date: November 2004
Myths Deter Students from Applying for Financial Aid
Important to Read IRA Custodial Agreement
Letters of Instruction Benefit Heirs...And You
Release Date: October 2004
Preplanning Your Funeral Saves Loved Ones Stress and Money
Should You Stay In Your Old 401(k) or Roll it over into an IRA
Release Date: September 2004
Bank Loan Funds a Hedge Amid Rising Interest Rates
How to Cut Your Insurance Costs
Investment Options for Funding College Education
Release Date: August 2004
Inheriting IRAS: A Tricky Process
Should You Consider Investing in Commodities?
Winning the Lottery or a Pension: One Lump or Many?
Release Date: July 2004
Start Planning Now To Avoid Dreaded Alternative Tax
Five Key Cost Factors To Consider When Buying a Long-Term Care Insurance Policy
Choosing Best Small Business Structure: Tougher Choice These Days
Release Date: June 2004
Small-Business Owners Should be Cautious About Putting Life Insurance into Retirement Plans
Should You Go Private with an Annuity?
6 Ways to Avoid the Financial Potholes of Life
Release Date: May 2004
How Grandparents Can Help Pay for Grandchildren's College Education
Treasury Bonds for Inflationary Times
Use Caution if Exchanging Variable Annuities
Release Date: April 2004
Key Factors to Look For When Leasing a Vehicle
8 Ways to Protect Your IRA Plans
Should You be Investing Overseas?
Release Date: March 2004
How to Make the Most of Your 401(k) Plan
Why You Need a Durable Power of Attorney?
Release Date: February 2004
New Real Estate Exchange Vehicle for Small Investors
How the Falling Dollar May Fall on Your Finances
Release Date: January 2004
Have You Learned Your Investment Lessons?
How to Handle the Challenges of Being an Estate Executor
Making Your Own Health Care Decisions When You Can't
Release Date: December 2003
Are Your Dividends Really Eligible for Lower Tax Rates?
Charitable Trusts You Should Know
Time to get Flexible with Flexible Spending Accounts
Release Date: November 2003
Should You Change Your Retirement
Release Date: October 2003
9 Business Succession-Planning Mistakes to Avoid
Financial Planning for Life's Surprises
Should You Rethink College Savings in Light of Tax Act
Release Date: September 2003
Private Colleges Now offer Prepaid Tuition Plan
Review Charitable Giving in light of New Tax Act
What to do if your Pension Plan is in Trouble
Release Date: August 2003
New Tax Act Aids Small Businesses
Don't Overlook These Lesser-Known Features for Long-Term Care Policies
Release Date: July 2003
Children Not Prepared for Financial World
Do You Know Where Your Universal Life Premiums are?
Should You Name a Trust as Beneficiary of Your Retirement Plan?
Release Date: June 2003
Older Women Must Prepare Better for Retirement Years
Should You Buy or Lease a Vehicle?
What to do with Leftover 529 Plan Funds
Release Date: May 2003
13 Estate Planning Terms You Should Know
Pros and Cons of Employer-Sponsored Long-Term Care Insurance
Release Date: April 2003
Planning for a Retirement "Paycheck"
Should You Consider Equity-Indexed Annuities ?
Unmarried Couples Should Consider Living Together Documents
Release Date: March 2003
College Saving Strategies for Retirees
Long-Term Care Insurance Policies Cover More Than Nursing Home
Should You Consider a Medical Savings Account?
Release Date: February 2003
How Much Disability Insurance Coverage Do You Need ?
IRS Issues Home Sweet Home - Sale Rules
What Not to do When Inheriting Wealth
Release Date: January 2003
Are You Psychologically Ready to Retire Early ?
New 401(K) Blackout Rules Not the Entire Answer to 401(k) Investing Problems
Those Nearing Retirement Still Have Time to 'Catch Up'
Release Date: December 2002
Early Roth IRA Owners Can Start Taking Tax-Free Earning Withdrawals Soon
Is Your Insurance Company Financially Secure?
One Lump or Many? Consider Pension Payout Options Carefully
Release Date: November 2002
Tax Ruling May Help Early Retirees Preserve Battered Retirement Accounts
Year-End Tax Strategies For Making Estimated Payments
Release Date: October 2002
8 Year-end Tax-saving Strategies
Tax Issues To Consider When Buying a Long-Term-Care Policy
Release Date: September 2002
Businesses Receive Temporary Depreciation Bonus
Is Your 401(k) Plan a Failure?
Release Date: August 2002
Release Date: July 2002
How to Minimize the Increasing Cost of Homeowner's Insurance
IRS Again Splits on Split-Dollar Arrangements
The Benefits of Planned Charitable Giving
Release Date: June 2002
Graduating with a Diploma...and Debt
Should you be preparing a 'War' Portfolio?
Should you Loan Money to Family Members?
Release Date: May 2002
Business Interruption Insurance often a must for Small Businesses
Do you have Realistic Market Expectations ?
Donor-Advised Funds Allow Personal Control yet Provide Tax Breaks
Release Date: April 2002
Money Grounded-ness by Paul Lemon
Choosing the Right Investment Benchmarks
8 Estate Planning Strategies You Should Know
Release Date: March 2002
Financial Planning For Foreign Residents Is Tricky
Why Do You Need A Financial Planner?
Will You Be "Shocked" By The Cost Of Retirement?
Release Date: February 2002
Private Equity Increasingly Popular Alternative to Mutual Funds and Stocks
Serps Boost Executive Retirement Income
Should you Prepay Mortgage In A Down Market?
Successfully Managing Money In a Relationship During Tough Times
Where To Find Higher-Earning Cash Alternatives
Release Date: January 2002
Convertible Securities: Investing For The Wary
How To Avoid Overloading Retirement Plan in Company Stock
Release Date: December 2001
Diversifying Your Portfolio with Real Estate
Immediate Fixed Annuities in Trouble Times
Ladder Bonds to Prop Up Sagging Interest Income
Release Date: October 2001
Finding The Right Medigap Policy
Investing Should Remain Focused On the Long Term
New Tax Act Demands Careful Scrutiny of Wills
Release Date: September 2001
AMT Likely to Hit More Taxpayers Under The New Tax Act
New Rules Affect Executives' Use of Split-Dollar Arrangements
Use Reverse Mortgages with Caution
Release Date: August 2001
Mutual Fund Labels; What's In a Name?
Prepare Now for "New" 2010 Tax on Inherited Property
New Tax Act Affects Planning for Small-Business Owners
Release Date: July 2001
Estate Tax Changes Require Careful Planning
Deciding Whether to Accept an Early-Retirement Offer
Is The Bear As Bad As He Appears?
Release Date: June 2001
New SEC Insider Trading Rules Ease Portfolio Diversification
Planning for Financial Hard Times
What To Do If Declining Market has Altered Your Retirement Plan
Release Date: May 2001
Everyone - Even The Affluent - Needs to Budget
Planning For The Extra Long Retirement
Knowing Net Worth is Key to Managing Your Money
Release Date: March 2001
Going your Separate Way with A Separate Account
Using Charitable Gift Annuities for Retirement Income
IRA Dramatically Simplifies Minimum Distribution Rules
Release Date: February 2001
The Fact and Fiction of Trusts
Keeping the Peace Among Your Heirs
Investing in Real Estate Through
REITS
Understanding the "Odds" of Financial Success
How to Hold Down Rising Health Insurance Costs
Avoid Making These 7 Financial Assumptions
New IRA Required Distribution Regs
Should You Invest in Individual Bonds or Bond Mutual Funds?
Financially Educated Employees Make Better Employees
Tax-Deduction Rules for Donating Property are Tricky
Staying On Course With a Personal Investment Policy Statement
Choosing an Executor for Your Estate a Critical Task
Stop: Look Before Rolling Company Stock intoan IRA
Planning for an Unplanned Retirement
Don't Overlook Estate Planning Benefits of Roth IRA
Financial Planning Issues for People Living in Two States
Fannie and Ginnie Maes Offer Alternatives to Treasury Securities
How Much Money Should You Pass on to Your Kids?
Is the Alternative Minimum Tax in Your Future?
New Capital Gains Tax Rules Go Into Effect Soon
Financial Planning Tools for Disabled Adults
Choosing the Right Type of Real Estate Agent
The Pros and Cons of Incentive Trusts
Release Date: November 2000
Retirement Decisions for Those Reaching Age 70 1/2
5 Secrets to Building Wealth in the 21st Century
How Much Money Should You Pass On To Your
Kids?
At What Age Should You Buy Long Term Care
Insurance?
Release Date for Articles: August 99
Benefits of a Charitable Lead Trust
Release Date for Articles: June 99
Bonds - Riskier than you many think!
Credit Shelter Trust Saves Estate Taxes
Stocks or Mutual Funds - Which should you buy?
Issues to Consider in Selecting Investments for Taxable vs. Tax Deferred Accounts
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