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For practical and current information that can help you better understand the financial issues that you may be facing, take a look at some of these great articles that are updated regularly for your review:

Release Date: February 2010

• Should You Borrow or Lend?
• Downsizing: Smart Financial Move
• Helping Older Relatives
• Love and Money: Postnuptials

Release Date: January 2010

• Great Financial Start to 2010
• Federal Death Tax
• Kid's Lifetime Emergency Fund
• 10 Money Steps

Release Date: December 2009

• Separate Disability Coverage
• Getting Your Estate in Order
• Personality Affects Finance
• Retirement vs. College Savings

Release Date: November 2009

• Roths in 2010
• Late-Life Marriage
• Kiddie Condos
• Estate Tax

Release Date: October 2009

• Grandparents Helping Grandkids
• Entrepreneurs at Any Age
• Slash Debt and Spending
• Medicare and Medigap Primer

Release Date: September 2009

• Your 401(k) Allocations
• Inflation Protection
• Affording a Pet
• Target Date Funds

Release Date: August 2009

• Understanding ETFs
• IRAs for College Freshmen
• Reverse Mortgages
• Rainy Day Finances

Release Date: July 2009

• Business Exit Plan
• Pay and Benefit Cuts
• Death and Debt
• Phased Retirement

Release Date: June 2009

• Midyear Financial Checkup
• Retirement Plans
• College Freshman Money
• Settling an Estate

Release Date: May 2009

• Starting a Business
• Plan in Tough Times
• Family Vacation
• Kid's 529 Plan

Release Date: April 2009

• Stimulus Plan
• Health Savings
• Job Search
• Credit Score

Release Date: March 2009

• Death Tax
• Headed to College
• Grandkid's Graduation
• Planner Preparation

Release Date: February 2009

• Bank-Owned Real Estate
• Dementia, Family and  Finances
• Divorce and Credit Issues
• Structured Settlements

Release Date: January 2009

• Thinking About Munis?
• Roth IRA Conversions
• Spening Plan 2009
• Consumer Borrowing

Release Date: December 2008

• Back From Retirement
• Financially Healthy 2009
• Helping Your Kids
• Safer Investment Decisions

Release Date: November 2008

• Keep Boomers on the Job
• Medical Deductions
• Giving a Gift
• Charitable Donations

Release Date: October 2008

• Be Careful About Picking Beneficiaries for Your IRAs and 401(k)s
• Make Estate and Financial Planning a First Step After Divorce
• Short-term Care Insurance? Make Sure it's a Good Idea for You
• Veterans Set For a Big Benefits Upgrade in 2009

Release Date: September 2008

• Always Have a Plan for Leftover 529 Plan Money
• Blended Families Should Plan Early for Their Kids' College Financial Aid
• Preparing Your Finances for a New Baby
• Open Enrollment on the Way: Should You Take Advantage of Your Company's Health Savings Account Option?

Release Date: August 2008

• Considering an Annuity?
• How to Buy Life Insurance
• How to Take Over an Aging Parent's Finances
• Top 10 Money Moves for Today's College Freshman

Release Date: July 2008

• Insuring Your Vacation? Make Sure You're Actually Covered
• How New College Grads Can Get a Jump on Financial Planning for a Lifetime
• What's the Correct Amount to Withdraw from Your Retirement Funds Each Year?
• Financial Planning For Newly Single Parents

Release Date: June 2008

• Traveling Smart During the Hot, Pricey Summer of '08
• To Retire or Un-retire? Ways to Consider the Question
• Q & A: Foreclosure Investing May be on the Upswing, But it isn't for the Squeamish
• Heading Back to School? Make a Plan First

Release Date: May 2008

• Estate Q & A
• Why a Business Owner's Exit Plan is So Important
• Why Going Green in a Blue Economy Can Be a Smart Investment
• Don't Make These Retirement Planning Mistakes

Release Date: April 2008

• A Long-term Care Insurance Primer
• Estate Planning for the Worst Possible Scenario
• How Not to Go Broke if Your Kids Move Back
• Annuities with the Market so Uncertain

Release Date: March 2008

• Are Accelerated Health Benefits A Good Backstop?
• During the Real Estate Freeze, Vacation Homes Might be a Warm Spot
• Get A Head-Start on Tax Planning for 2008
• Most People Don't Have Enough Disability Insurance

Release Date: February 2008

• When Recession Fears Surface
• 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

• Couplepreneurs: Starting a Business with Your Better Half Can Reap Huge Rewards – And Unique Problems
• 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

• The Ins and Outs of Audits
• 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
• Should You Consider an HSA?

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

• Creating an Ethical Will
• 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 Preventative Services
• Getting Fiscally Fit in 2007
• More Tax Changes: The Tax Relief and Health Care Act of 2006

Release Date: December 2006

• The Ins & Outs of Mortgages & Refinancing
• The Ins & Outs of Roth IRA Conversions
• A Primer on Hedge Funds

Release Date: November 2006

• Is Conventional Planning Right for You?
• New Law Allows IRA Owners over 70 1/2 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

• Conserving Client Portfolios
• Making a Home Senior-Friendly
• 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
• About That Vacation Home...
• Getting Started with ETFs

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 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 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

• Financial Planning for Life

Release Date: November 2005

• Rules for Hiring Family Members
• Year-End Tax Planning Tips

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

Integrated Financial Planning, P.C.
269 North Road
Durango, Colorado 81303
Phone: 970.259.6739
Fax: 970.375.6388
Email: paul@paullemon.com