 Table
of Contents
Each month,
Cottrill, Arbutina Professional Services brings you
a variety of financial planning perspectives articles,
produced
in cooperation with the Financial Planning Association,
the membership organization for the financial planning
community. For additional articles on a variety
of financial and tax planning topics, visit our
Helpful Links Reference page. |
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2010 |
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| Feb.
2010 |
Downsizing Isn't All About Stuff: It
Can Be a Smart Financial Move, Too |
| Feb.
2010 |
Should You Be a Borrower or Lender? The
Return of the Personal Loan |
| Feb.
2010 |
Helping Older Relatives Articulate Their
Long-Term Care Wishes |
| Feb.
2010 |
Love and Money: Is a Postnuptial Agreement
Right for You? |
| Jan.
2010 |
How to Get 2010 Off to a Great Financial
Start |
| Jan.
2010 |
10 Money Steps to Help a Relative Facing
a Serious Health Crisis |
| Jan.
2010 |
10 Ways to Help Your Kid Build a Lifetime
Emergency Fund |
| Jan.
2010 |
With the Federal Death Tax on Holiday,
Keep an Eye on Your State's Estate and Inheritance Tax
Policy |
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| 2009 |
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| Dec.
2009 |
Pre Steps to Getting Your Estate in Order |
| Dec.
2009 |
Balancing Act: Retirement vs. College
Savings |
| Dec.
2009 |
How Your Personality Affects Your Financial
Decision-Making |
| Dec.
2009 |
The Importance of Having Separate Disability
Coverage |
| Nov.
2009 |
Prepare Now for Moves on the Estate Tax
|
| Nov.
2009 |
With Real Estate Struggling, It's a Good
Time to Consider That Kiddie Condo |
| Nov.
2009 |
How Late-Life Marriages and Remarriages
Require Unique Financial Planning |
| Nov.
2009 |
Too Rich for a Roth? In 2010, That's
Going to Change |
| Oct.
2009 |
A Primer on Medicare and Medigap Coverage |
| Oct.
2009 |
10 Things to Do Right Now to Slash Debt
and Spending |
| Oct.
2009 |
Considering Entrepreneurship? At Any Age,
Business Planning Is a Must |
| Oct.
2009 |
Even in Tough Times, How to Help Grandkids
Get a Good Financial Start |
| Sept.
2009 |
Affording a Pet – Ways to Save and Plan |
| Sept.
2009 |
Thinking Ahead About Inflation: A Few
Ways to Protect Yourself |
| Sept.
2009 |
Taking a Fresh Look at Your 401(k) Allocations |
| Aug.
2009 |
Getting Your Finances Ready for the Next
Rainy Day - or Decade |
| Aug.
2009 |
Why Every College Freshman Should Start
a Roth IRA |
| July
2009 |
Re-setting the Business Exit Plan in
a Tough Economy |
| July
2009 |
Dealing With Companywide Pay and Benefits
Cuts |
| July
2009 |
Even When a Spouse Dies, Debt Lives On |
| July
2009 |
What if Your Employer Doesn't Want You
to Retire? Planning for a Second – or Third – Career
Act |
| June
2009 |
A To-Do List for Settling an Estate |
| June
2009 |
Top 10 Money Decisions for Today's Incoming
College Freshman |
| June
2009 |
Don't Let Economic Troubles Threaten
Your Retirement Plans |
| June
2009 |
It's Summertime – Not a Bad Time for
a Midyear Financial Checkup |
| May 2009 |
Thinking About Starting a Business? In
This Economy, Don't Quit Your Day Job – Start With Good
Advice First |
| May 2009 |
Why Financial Planning Matters in the
Toughest of Times |
| May 2009 |
Preserving the Family Vacation – Top
Tips to Keep Spending in Check |
| May 2009 |
Be Careful When Rebalancing Your Kid's
529 Plan Allocation |
| April
2009 |
How Does the Stimulus Plan Affect You? |
| April
2009 |
Ways to Save Money on Health Care and
Health Insurance in Troubled Times |
| April
2009 |
Planning a Cost-Effective Job Search |
| April
2009 |
Why Maintaining Your Credit Score Is
Even More Important During the Continuing Credit Crunch |
| March
2009 |
Is Your Child Headed To College Next
Fall? It's Time for Both of You to Take a Crash Course
on Borrowing and Spending |
| March
2009 |
Having Trouble Coming Up With Your Grandkid's
Graduation Gift? Try the Gift of Tax-Advantaged Savings |
| March
2009 |
How to Prepare For Your First Planner
Visit |
| March
2009 |
The Death Tax Is Likely To Live On, So
High-Net Worth Individuals Might Consider a Qualified
Personal Residence Trust |
| Feb. 2009 |
Understanding the
Ins and Outs of New IRS Form 990 |
| Feb.
2009 |
Dementia Is Not Only a Family Matter;
It's Also a Financial Matter |
| Feb.
2009 |
Bank-Owned Real Estate May Be Plentiful,
But Learn the Ropes Before You Invest |
| Jan.
2009 |
Consumer Borrowing
in 2009 Will Mean Making a Plan |
| Jan.
2009 |
Whether You Call It
a Budget or a Spending Plan, It's a Good Way to Start
2009 |
| Jan.
2009 |
One Good Thing about a Tough Market –
It's a Good Environment for Roth IRA Conversions |
| Jan.
2009 |
Thinking About Munis?
Make Sure You're Making Wise Picks |
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2008 |
|
| Dec.
2008 |
What if Your Employer Wants You to Retire
Slowly or Come Back From Retirement? |
| Dec.
2008 |
After a Turbulent 2008, Some New Year's
Resolutions for a Financially Healthy 2009 |
| Dec.
2008 |
Helping Your Kids Recover after a Major
Money Mistake |
| Dec.
2008 |
Take Steps to Safer Investment Decisions
in 2009 |
| Nov.
2008 |
Before the Holidays, Get Those Charitable
Donations Lined Up |
| Nov.
2008 |
Giving the Gift of a Financial Planner |
| Nov.
2008 |
As Medical Expenses Rise, Don't Miss
Key Deductions |
| Nov.
2008 |
As Worker Shortage Increases, So Will
Incentives to Keep Boomers on the Job |
| Oct.
2008 |
Be Careful About Picking Beneficiaries
for Your IRAs and 401(k) |
| Oct.
2008 |
Make Sure Short-term Long-term Care Insurance
Is Good for You |
| Oct.
2008 |
Make Estate and Financial Planning a
First Step After Divorce |
| Oct.
2008 |
Veterans Set For a Big Benefits Upgrade
in 2009 |
| Sept.
2008 |
Always Have a Plan for Leftover 529 Plan
Money |
| Sept.
2008 |
Blended Families Should Plan Early for
Their Kids' College Financial Aid |
| Sept.
2008 |
Open Enrollment: Should You Take Advantage
of Your Company's Health Savings Account Option? |
| Sept.
2008 |
Preparing Your Finances for a New Baby |
| Aug.
2008 |
Top 10 Money Moves for Today's College
Freshman |
| Aug.
2008 |
How to Take Over an Aging Parent's Finances |
| Aug.
2008 |
How to Buy Life Insurance |
| Aug.
2008 |
Considering an Annuity? Managed Payout
Funds Are One More Entry in the Retirement Spend-Down
Picture |
| July
2008 |
How New College Grads Can Get a Jump
on Financial Planning |
| July
2008 |
Insuring Your Vacation? Make Sure You're
Actually Covered |
| July
2008 |
Financial
Planning For Newly Single Parents |
| July
2008 |
What's the Correct Amount to Withdraw
from Your Retirement Funds Each Year? |
| June
2008 |
Heading Back to School? Make a Plan First
|
| June
2008 |
Traveling Smart During the Hot, Pricey
Summer of '08 |
| June
2008 |
To Retire or Un-Retire? Ways to Consider
the Question |
| June
2008 |
Foreclosure Investing May Be Trendy, But
It Isn't for the Squeamish |
| May 2008 |
Why a Business Owner's Exit Plan Is So
Important |
| May 2008 |
Why Going Green in a Blue Economy Can
Be a Smart Investment |
| May 2008 |
Consider Making an Estate Check-Up a
Multi-Generational Family Matter |
| May 2008 |
Don't Make These Retirement Planning
Mistakes |
| April
2008 |
With the Market So Uncertain, Are Immediate
Annuities A Good Way To Preserve Your Retirement Savings? |
| April
2008 |
Estate Planning for the Worst Possible
Scenario – The Death of Both Spouses While the Kids
Are Young |
| April
2008 |
How Not To Go Broke If Your Kids Move
Back After Graduation |
| April
2008 |
A Long-term Care Insurance Primer |
| March
2008 |
Are Accelerated Death Benefits a Good
Backstop for Uninsured Healthcare Costs? |
| March
2008 |
Most People Don't Have Enough Disability
Insurance |
| March
2008 |
Get a Head Start on Tax Planning for 2008 |
| March
2008 |
During the Real Estate Freeze, Vacation
Homes Might Be a Warm Spot |
| Feb.
2008 |
Planning Surgery in a Foreign Country? |
| Feb.
2008 |
When Recession Fears Surface, Check Your
Plan -- Or Make One |
| Feb.
2008 |
You May Love Each Other, But Should You
Invest Together? |
| Feb.
2008 |
Investing Smart in a Health Savings Account
|
| Jan.
2008 |
It's Time to Start Thinking About the
Estate Tax Again |
| Jan.
2008 |
Getting Today's Best Returns from a Home
Renovation |
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