Cottrill Arbutina Professional Services

My Deposit Box | Site Map | Career Center | Contact Us

| Wealth Management Firm | Article Archive |

Table of Contents For additional articles on a variety of financial and tax planning topics, visit the Financial Strategies Online Reference Library.
2008
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

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 Job Loss Financially
Nov. 2007	A Family Mission Statement Can Keep Family Goals First
Nov. 2007	Will Your Kid's Inheritance Create a Monster?
Nov. 2007	New Paladin Study Shows Ethics Are Biggest Consumer Concern When Selecting Financial Advisors and Financial Planners
Nov. 2007	Financial Advisors Don't Provide Track Records, But Should Still Have to Prove They Are Competent, Says Paladin Registry
Oct. 2007	Thinking About Borrowing from Family or Friends? Do It the Right Way
Oct. 2007	Couplepreneurs: Starting a Business with Your Better Half
Oct. 2007	Subprime Debacle Is All About Housing? It Hurts Small Businesspeople
Oct. 2007	What You Can Do Before the Kiddie Tax Loophole Closes
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	Thinking 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	What Your Financial Advisor Won't Tell
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
Dec. 2006	The Ins and Outs of Roth IRA Conversions
Dec. 2006	The Ins and Outs of Mortgages and Refinancing
Dec. 2006	A Primer on Hedge Funds
Nov. 2006	Is Conventional Planning Right for You?
Nov. 2006	Year-End Personal Finance Checklist
Oct. 2006	A Guide to Withdrawing Retirement Assets
Oct. 2006	Taxpayers Should Get a Head Start on Tax Planning for 2007
Sept. 2006	Making a Home Senior Friendly
Sept. 2006	New Pension Protection Act Promotes Savings, Protects Pensions
Sept. 2006	Conserving Client Portfolios
Sept. 2006	Pension Protection Act Eliminates Taxes on IRA Rollovers
Sept. 2006	Survey: Investors Choose Financial Advisors for the Wrong Reasons
Aug. 2006	College Planning in the Wake of New Tax Laws
Aug. 2006	The Correct Way to Use Lifecycle Mutual Funds
Aug. 2006	Navigating Interest Rates, Inflation and the Economy
July 2006	Gearing Up for Life on the RV Road
July 2006	"ILITS" a Popular Estate Planning Tool and Technique
July 2006	A Primer on the Tax Increase Prevention and Reconciliation Act
June 2006	About That Dream Vacation Home
June 2006	Taking Responsibility for Retirement: How Today's Scary Headlines Can Help Your Retirement Plan
May 2006	The Importance of an Annual Financial Checkup
May 2006	Financial Education for Minorities
May 2006	The Truth About Small Business Succession Planning
Apr. 2006	A Brave New Financial World for "Baby Boomers"
Apr. 2006	A New Approach to Selecting a Financial Planner
Mar. 2006	Trials and Tribulations of Measuring Investment Performance
Mar. 2006	The Return of Uncle Sam's 30-Year Bond
Mar. 2006	The Perplexing World of Social Security and Earnings in Retirement
Feb. 2006	Understanding the 2006 Tax Changes
Feb. 2006	Changes in Store for Medicare and Medicaid
Feb. 2006	Figuring Out the Financial Aid Formula
Jan. 2006	Navigating the Federal and State Estate Tax Maze
Jan. 2006	Evaluating the Need for Insurance in Retirement
Jan. 2006	Caring for Elderly Loved Ones from Afar


	*Click for articles from our archive for 2004-2005*

Many of the articles in this table of contents are produced by the Financial Planning Association, the membership organization for the financial planning community, and is provided on this website by Cottrill Arbutina Professional Services, a local member of the FPA.