| Article
Archive Table of Contents - For additional articles on
a variety of financial and tax planning topics, visit
our Helpful Links Reference page. |
| |
|
| |
|
2010 |
|
| Dec.
2010 |
What's Your Risk Tolerance? |
| Dec.
2010 |
With Premiums Increasing
and a Major Carrier Exiting the Market, Should You Still
Consider LTC Insurance? |
| Dec.
2010 |
Tax Planning for 2010 Down
to the Wire |
| Dec.
2010 |
Getting Ready to Sell Your
House |
| Nov.
2010 |
Ways to Control What You'll
Spend on a Funeral |
| Nov.
2010 |
Financial Issues for Long-Distance
Caregivers |
| Nov.
2010 |
Is Paying Extra on Your
Monthly Mortgage Always a Good Idea? |
| Nov.
2010 |
10 Ways to Baby-Proof Your
Finances |
| Oct.
2010 |
Create a Personal Disaster
Plan for Your Home, Loved Ones and Finances |
| Oct.
2010 |
Ten Things to Know About
Long-Term Care Insurance |
| Oct.
2010 |
Why to Give College Students
the Gift of Professional Financial Planning |
| Oct.
2010 |
Renovating
Smart in 2010: Tax Breaks and Anticipating Future Value |
| Sept.
2010 |
Top 5 Money Decisions to
Make in Divorce |
| Sept.
2010 |
Top 5 Things to Teach Kids
About Money |
| Sept.
2010 |
The Smart Way to Review
-- and Improve -- Your Retirement Holdings |
| Sept.
2010 |
The Need for Financial Planning
for Special-Needs Kids |
| Aug.
2010 |
Medical Tourism: What You Should Know |
| Aug.
2010 |
The Do's and Don'ts of Passing Down Vacation
Property to Family |
| July
2010 |
Keeping Your Credit Score Healthy |
| July
2010 |
A Midyear Financial Checkup Can Make
For a Smarter Second Half |
| July
2010 |
The 4 Percent Rule -- What Is the Right
Amount to Withdraw from Your Retirement Fund Each Year? |
| June
2010 |
A Family Mission Statement Can Help Any
Family Manage Assets, Philanthropy and Direction |
| June
2010 |
How Personality Traits Affect Financial
Planning |
| June
2010 |
Planning for a Child's Private School
Education |
| May 2010 |
Why 2010 Is the Year to Pay Closer Attention
to Your Estate Plan |
| May 2010 |
Ways to Analyze Charities and Give Smarter |
| May 2010 |
How Much Term Life Insurance Should You
Buy? |
| April
2010 |
How to Move Toward a No-Debt Lifestyle |
| April
2010 |
Does It Make Sense to Get Into The Market
for Troubled Homes? |
| April
2010 |
What to Know and Ask About Disability
Insurance |
| March
2010 |
New Careers After Age 50 – Where to Find
Jobs, How to Spruce Up Skills and Ready Your Finances |
| March
2010 |
Ways to Afford Your Retirement Account:
Catch-Up Contributions |
| March
2010 |
Stepping In Financially For An Older
Relative at a Time of Need |
| March
2010 |
When Doing Your Own Taxes Makes Sense
-- and When It Doesn't |
| 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 |
| |
|
2009 |
|
| 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 Company wide 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 |
| |
|
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 |
| |
|
| 2007 |
|
| Dec.
2007 |
Say Goodbye to 2007 With Some Smart Tax
Moves |
| Dec.
2007 |
How to Prepare to Start Your Own Business |
| Dec.
2007 |
Try and Avoid These IRA Mistakes |
| Nov.
2007 |
Afraid of the AMT? |
| Nov.
2007 |
How to Protect Against a Job Loss Financially
|
| Nov.
2007 |
A Family Mission Statement Can Keep Family
Goals First |
| Nov.
2007 |
Will Your Kid's Inheritance Create a Monster? |
| Oct.
2007 |
Thinking About Borrowing from Family or
Friends? Do It the Right Way |
| Oct.
2007 |
Couplepreneurs: Starting a Business with
Your Better Half Can Reap Huge Rewards – And Unique
Problems |
| Oct.
2007 |
What to Do Before the Kiddie Tax Loophole
Closes |
| Oct.
2007 |
Think the Subprime Debacle Is All About
Housing? It Hurts Small Businesspeople Too |
| Sept.
2007 |
The Ins and Outs of Audits |
| Sept.
2007 |
When Real Estate's In Trouble, Spruce
Up Your Home and Finances |
| Sept.
2007 |
How Your Personality Affects Your Financial
Decision Making |
| Sept.
2007 |
Is Pet Insurance Worth It? |
| Aug.
2007 |
Make Sure Your Travel Insurance Actually
Insures Your Trip |
| Aug.
2007 |
Dreaming About Going Back to College?
Make a Plan First |
| Aug.
2007 |
Think It's Time to Tap Your HELOC for
an Investment? Get Some Advice First |
| Aug.
2007 |
Should You Consider an HSA? |
| July
2007 |
Reverse Mortgages Require a Close Look
|
| July
2007 |
An All-Weather Strategy to Real Estate
Investing |
| July
2007 |
Divorce Can Sink Your Health Coverage
- What to Do First |
| July
2007 |
The Best Time for a Business Disaster
Plan? |
| June
2007 |
An Annual Insurance Checkup Can Save
You Money Without Hurting Your Coverage |
| June
2007 |
Lenders May Give You a Break on Debt,
But Uncle Sam Might Not Be So Forgiving |
| June
2007 |
Thinking
About Private School for Your Kids? The Earlier You
Start the Better |
| May 2007 |
Market Volatility Shouldn't Rattle a
Good Financial Plan |
| May 2007 |
Make
Your Employer a Partner In Your Financial Planning |
| May 2007 |
Adopting
a Child Requires a Specific Financial Plan |
| April
2007 |
Getting the Kids Involved in Saving for
College |
| April
2007 |
Losing Your Inheritance to Uncle Sam
– or Others |
| April
2007 |
Creating an Ethical Will |
| March
2007 |
Now Is the Time to Pick Up Low-Cost Life
Insurance |
| March
2007 |
How Bunching Can Preserve Your Right
to Itemize |
| March
2007 |
Most Americans Need to Prepare for Financial
Impact of Disability |
| Feb.
2007 |
Using Universal Life Insurance with Secondary
Guarantees for Estate Taxes |
| Feb.
2007 |
'Tis the Season -- Things to Know Before
Filing Your Taxes |
| Jan.
2007 |
More Tax Changes: The Tax Relief and
Health Care Act of 2006 |
| Jan.
2007 |
Getting Fiscally Fit in 2007 |
| Jan.
2007 |
Medicare Provides Preventive Services |
| |
|
| 2006 |
|
| Sept.
2006 |
New Pension Protection Act
Eliminates Taxes on IRA Rollovers Made Directly to Charities |
| June
2006 |
Does Your Auditor Selection Process Place
Your School District and Directors At Risk? |
| Feb.
2006 |
Understanding the 2006 Tax Changes |
| Feb.
2006 |
Changes in Store for Medicare and Medicaid
|
| Jan.
2006 |
Navigating the Federal and State Estate
Tax Maze |
| |
|
| 2005 |
|
| Nov.
2005 |
Year-End Tax Planning Tips |
| |
|
| |
|
| |
|
|
