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Table of Contents For additional articles on a variety of financial and tax planning topics, visit the Financial Strategies Online Reference Library.

2010
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	Burt White Whitepaper - The Shift to Fueling Future Growth
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	Prep 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	Summertime – Not a Bad Time for a Midyear Financial Checkup
June 2009	Don't Let Economic Troubles Threaten Your Retirement Plans
June 2009	Top 10 Money Decisions for Today's Incoming College Freshman
June 2009	A To-Do List for Settling an Estate
May 2009	Be Careful When Rebalancing Your Kid's 529 Plan Allocation
May 2009	Preserving the Family Vacation – Top Tips to Keep Spending in Check
May 2009	Why Financial Planning Matters in the Toughest of Times
May 2009	Thinking About Starting a Business? Don't Quit Your Day Job
April 2009	Maintaining Your Credit Score Even More Important in the Credit Crunch
April 2009	Planning a Cost-Effective Job Search
April 2009	Ways to Save on Health Care and Health Insurance in Troubled Times
April 2009	How Does the Stimulus Plan Affect You?
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	Death Tax Is Likely To Live On, So High-Net Worth Individuals Might Consider a Qualified Personal Residence Trust
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 IRA 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
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 (HSA)
Jan. 2008	It's Time to Start Thinking About the Estate Tax Again
Jan. 2008	Getting Today's Best Returns from a Home Renovation
	*Article archive for 2004-2007*

Many of the articles in this table of contents are produced by the Financial Planning Association, the membership organization for the financial planning community.

2010 Weekly Market Commentaries

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April 5 • March 29 • March 22 • March 15 •

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Feb. 8 • Jan. 25 • Jan. 18 • Jan. 11 • Jan. 4