 Table
of Contents
Each
month, Cottrill Arbutina updates its website with
a variety of useful, timely tax and personal finance
articles.
For additional articles on a variety of tax
and finance topics, visit our Helpful
Links Reference page. |
2013 |
|
| May 2013 |
How to Improve Your Credit Score |
| May 2013 |
Understanding 529 Plan Distributions |
| May 2013 |
Target-Date Funds: Are They Right for You? |
| May 2013 |
Alternative Investments: Diversification Potential |
| April 2013 |
Restricted Stock: Understanding Your Options |
| April 2013 |
Thinking of Retiring Overseas? Considerations to Keep in Mind |
| April 2013 |
Investing Overseas: A World Awaits |
| April 2013 |
The Tax-Free Income Potential of Municipal Bonds |
| March 2013 |
The Estate Planning Benefits of Life Insurance |
| March 2013 |
Why You Need a Health Care Proxy |
| March 2013 |
Preferred Stock: A Hybrid Investment |
| March 2013 |
Seeking Income? Consider Dividend-Paying Stocks |
| Feb. 2013 |
Will You Be in the 1 Percent ? Surviving an IRS Audit |
| Feb. 2013 |
Incentive Trusts: Setting Guidelines for Your Heirs |
| Feb. 2013 |
Investing in Sectors: Risks and Returns |
| Feb. 2013 |
Six Retirement Planning Tips for Those Over Age 50 |
| Jan. 2013 |
Investing on the Margins? What to Know Before You Do |
| Jan. 2013 |
Will You Outlive Your Assets? |
| Jan. 2013 |
Looking for Yields? Consider Foreign Bonds |
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2012 |
|
| Dec. 2012 |
Long-Term Care Insurance: Is It a Good Idea? |
| Dec. 2012 |
Saving for College: Understanding 529 Plans |
| Dec. 2012 |
Simple Strategies for Savings |
| Dec. 2012 |
Understanding Value Investing |
| Nov. 2012 |
Five Common Retirement Planning Mistakes |
| Nov. 2012 |
The Benefits of a Living Trust |
| Nov. 2012 |
Knowing When It's Time to Sell an Investment |
| Nov. 2012 |
How to Contain Costs for Your College-Ready Child |
| Oct. 2012 |
Living Alone? Financial Tips to Keep You on Track |
| Oct. 2012 |
Preventing Identity Theft |
| Oct. 2012 |
Ten Investment Mistakes to Avoid |
| Oct. 2012 |
The Many Benefits of Rollover IRAs |
| Sept. 2012 |
Most Americans Unprepared for Disability |
| Sept. 2012 |
|
Should You Switch to a Shorter-Term Mortgage? |
|
| Sept. 2012 |
Surviving Market Turbulence |
| Sept. 2012 |
Getting Smarter About Your Credit Scores |
| Aug. 2012 |
Traveling the REIT Route to Real Estate Investing |
| Aug. 2012 |
Choosing Between a Lump Sum and Periodic Payments |
| Aug. 2012 |
Aligning Investing With Your Values |
| Aug. 2012 |
Are You in Compliance with Audit Requirements? |
| July 2012 |
Using Life Insurance to Ensure Business Continuity |
| July 2012 |
Charitable Giving Opportunities for Investors |
| July 2012 |
Strategies for Managing Volatility |
| July 2012 |
Anchor Your Portfolio with Index Funds |
| June 2012 |
Analyzing Your Cash Flow |
| June 2012 |
Divorce and Your Finances |
| June 2012 |
Inheriting a Loved One's Retirement Assets |
| May 2012 |
Plan Sponsors: Young Workers Need Different Messages |
| May 2012 |
Near-Zero Interest Rates: Trade-Offs for Investors |
| May 2012 |
Writing a Business Plan |
| May 2012 |
Bond Market Outlook: Points to Ponder |
| April 2012 |
Are Recent Stock Market Advances Sustainable? |
| April 2012 |
Identifying Compliance Errors in a 401(k) |
| April 2012 |
Buying Decisions: Assessing a Business' Worth |
| April 2012 |
Tactical Asset Allocation: Fine Tuning a Longer-Term Strategy |
| March 2012 |
Stocks in 2012: Look to the Consumer |
| March 2012 |
Strategies for Financing Your Business |
| March 2012 |
Finding Benefits Without an Employer |
| March 2012 |
Tax Tips for 2012 |
| Feb. 2012 |
Are Sector Funds Right for Your Portfolio? |
| Feb. 2012 |
Is Increased Inflation on the Horizon? |
| Feb. 2012 |
Understanding Your Fiduciary Responsibilities: An ERISA Primer |
| Feb. 2012 |
In Volatile Markets, Investors May Find Comfort in Dividends |
| Feb. 2012 |
FASB Issues New Requirements on Credit Quality of Financing Receivables |
| Jan. 2012 |
Market Volatility Could Make Roth IRA Conversion Appealing |
| Jan. 2012 |
Strategies for Smart Retirement Planning |
| Jan. 2012 |
Make a Plan to Reduce Your Debt |
| Jan. 2012 |
As Stocks Continue to Roil, Alternative Investments Gain Appeal |
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2011 |
|
| Dec. 2011 |
Getting Ready for Tax Season: Changes in 2012 |
| Dec. 2011 |
How Much Will That Little Bundle of Joy Cost You? Try $163,000 |
| Dec. 2011 |
Searching for Value in a Down Market |
| Dec. 2011 |
FAQs for Near-Retirees |
| Nov. 2011 |
Before Investing, Protect Yourself - Understanding Prohibited Broker Conduct |
| Nov. 2011 |
How Closely Correlated Is Your Portfolio? |
| Nov. 2011 |
Does It Pay to Pay Off Your Mortgage? |
| Nov. 2011 |
Stay or Roll Over? What to Do With Your Old Retirement Accounts? |
| Nov. 2011 |
"Full Nest" Finances: Considerations When Supporting Adult Children |
| Nov. 2011 |
Act 32: Be Prepared for New Payroll Requirements in 2012 |
| Oct. 2011 |
Heightened Volatility: The New Normal? |
| Oct. 2011 |
What You Need to Know About Currency Risk |
| Oct. 2011 |
Do You Have Enough Disability Insurance? |
| Oct. 2011 |
The Pros and Cons of Health Savings Accounts |
| Sept. 2011 |
Three Keys To Surviving Market Turbulence |
| Sept. 2011 |
How Do You Know When It's Time to Sell? |
| Sept. 2011 |
Understanding Employee Stock Option Plans |
| Sept. 2011 |
When Should You Collect Social Security? |
| Aug. 2011 |
A New World Order: Investing Internationally |
| Aug. 2011 |
How to Be a Good Financial Role Model for Your Child |
| Aug. 2011 |
Remodeling Your Home: Is It Worth the Cost? |
| Aug. 2011 |
The Three-Step Retirement Plan Tune-Up |
| July 2011 |
Should You Prep Your Portfolio for Inflation? |
| July 2011 |
Taking Required Distributions From Your Retirement Plan |
| July 2011 |
Four Tips for Improving Your Credit Score |
| July 2011 |
ARMs Making a Comeback |
| June 2011 |
Understanding 529 Distributions |
| June 2011 |
Rollover IRAs Offer a Wide Range of Benefits |
| June 2011 |
New CD's Could Offer Advantages if Interest Rates Rise |
| June 2011 |
The Pros and Cons of Custodial Accounts |
| May 2011 |
Three-Step Retirement Planning Strategy for Couples |
| May 2011 |
Calculating Your Retirement Needs |
| May 2011 |
Understanding Plan and Investment Fees: A Glossary of Key Terms |
| May 2011 |
Financial Confidence a Chief Concern for Women |
| April 2011 |
Navigating Medicare and Medigap |
| April 2011 |
Three Steps to Help Save for Short-Term Goals |
| April 2011 |
Four Risks to Your Retirement Future |
| April 2011 |
Money Market Funds: A Port in the Storm? |
| Feb. 2011 |
Simple Steps to Reduce Credit Card Debt |
| Feb. 2011 |
Government Stepping In to Help Americans Pay for LTC Costs |
| Feb. 2011 |
Estate Planning: The Rules Change Again |
| Jan. 2011 |
Tax Issues for Adoptive Parents |
| Jan.
2011 |
A One-Year Checklist to Retirement |
| Jan.
2011 |
Essential Planning for Returning or Deploying
Military Personnel and Families |
| Jan.
2011 |
If Rates Are Heading Up, Should You Refinance
Now? |
| Jan.
2011 |
Buying Used Is Smart in Any Economy |
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