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What to Know About the Art Donation Deduction
March, 2024
Considerations For Paying Off a Mortgage Early
January, 2024
The Ins and Outs of a Reverse Stock Split
August, 2023
New Personal Finance Provisions in the 2.0 Secure Act
July, 2023
How To Recession-Proof Your Portfolio (Just in Case)
June, 2023
Estate Taxes vs. Inheritance Taxes: Understanding the Differences
May, 2023
Multigenerational College Planning with a Family Dynasty 529 Plan
March, 2023
401(k) Options After You Leave an Employer
February, 2023
Do You Have an Investment Exit Strategy?
November, 2022
Recent Trends in Long Term Care Insurance
October, 2022
Should You Upgrade Your Homeowners Insurance?
September, 2022
How Social Security Benefits Are Affected by Earned Income
June, 2022
New Required Minimum Distribution Rules for 2022
May, 2022
Give a College Savings 529 Plan For Graduation
April, 2022
How To Maximize the Potential of Your 401(k) Plan
March, 2022
Create a Healthcare Plan for Retirement
February, 2022
Long-Term Investment Opportunities Presented by the Infrastructure Bill
January, 2022
Strategies for Paying Off Student Loans
October, 2021
Wishing on a Star: Investors Pour Billions in to SPACs
July, 2021
While Many Suffer Financially, Some Manage to Profit off Pandemic
February, 2021
What To Know About Filing For Bankruptcy
January, 2021
Last Minute Financial Moves for Year's End
December, 2020
A Realistic Picture: Will You Be Able to Afford In-Home Elder Care?
November, 2020
Long-Term Financial Impact of COVID-19
October, 2020
Tips for Retiring in the Next 10 Years
September, 2020
Borrowing From Your Retirement Plan: New CARES Act Rules
August, 2020
How To Use Qualified Charitable Distributions For Charitable Giving
July, 2020
Why Sequence of Returns Risk Matters Now
June, 2020
SECURE Act Seeks to Help Americans Save More for the Golden Years
March, 2020
Safety vs. Probability: Planning For Retirement
February, 2020
Economic Correlation: Cyclical and Non-Cyclical Stocks
January, 2020
What to Expect and How to Prepare for a Recession
November, 2019
How to Inflation-Proof a Retirement Portfolio
October, 2019
Lost Inheritance: How To Find a Deceased Parent's Assets
September, 2019
Financial Tips for Recent College Graduates
July, 2019
Coverage and Tax Considerations For Work-Sponsored Life Insurance
May 2019
What Leading Economic Indicators Tell Us
January 2019
Advantages of Single Premium Whole Life Policy
November 2018
Potential Impacts of Midterm Elections
October 2018
Funding Options For Long Term Care Expenses
September 2018
The Perks of Working Past Traditional Retirement Age
August 2018
Self-Employment Deductions Under the New Tax Law
July 2018
Dividend Stocks Can Be Reliable Source of Income for Retirees
April 2018
High Concept Strategies: Socially Responsible Investing
December 2017
High Concept Strategies: Evidence-Based Investing
November 2017
High Concept Strategies: Goals-Based Investing
October 2017
Benefits of Delaying Retirement Number Many
September 2017
What Is Your Retirement Income Savings Mix?
August 2017
Reviewing Non-Spouse IRA Beneficiary Rules
July 2017
Ideas to Mitigate the Biggest Threats to Retirement Income
June 2017
Why Buy an Annuity When Interest Rates Rise?
May 2017
What Is Reflation and How Does It Affect Investors?
April 2017
Life Insurance for Solving Middle-Age Financial Priorities
March 2017
Why the Social Security COLA Adjustment Doesn't Work
December 2016
Reverse Mortgage Update: Pros and Cons
November 2016
How the Stock Market Performs in Election Years
September 2016
The Perks and Pitfalls of Managing Your 401(k)
April 2016
Divorce Financial Agreement Strategies
February 2016
How Behavioral Finance Impacts Personal Investing
January 2016
Outside the Gift Box, Year-End Giving Strategies
December 2015
Investing in the Silver Dollar Generation
November 2015
How to Design a Diversified Retirement Income Portfolio
August 2015
Peer Lending as an Alternative Funding Option
July 2015
Disability Insurance: How to Create Tax-Free Income Replacement
May 2015
Benefits of Converting to a Trusteed IRA
April 2015
Add the New myRA to Retirement Savings Options
February 2015
Create a Charitable Giving Legacy with a Donor Advised Fund
November 2014
How to Use an IRA for Asset Protection
October 2014
Selling Your Business to Pay for Retirement
July 2014
The Municipal Bond Market: Current Risks, Opportunities and Tax Advantages
June 2014
Planning for the Two Stages of Retirement
May 2014
The Importance of Reviewing/Updating a Will and Account Beneficiary Designations
April 2014
8 Reasons to Manage Your Investment Portfolio in a Roth IRA
January 2014
Tax Free HSA Transfers Provide for Savings
December 2013
Digital Estate Planning Deserves Consideration
May 2013
Assets and Liabilities: Managing What You Owe is as Important as What You Own
April 2013
How a Securities-Based Line of Credit Works
March 2013
Take Advantage of Extended Low Interest Rates
October 2012
Mortgage Opportunities Abound in Today's Market
September 2012
Key Employee Insurance: Protect Your Business by Insuring Key Employees
August 2012
Coordinate Your Advisor Team
How to get your financial advisor, CPA and attorney working together
How to get your financial advisor, CPA and attorney working together
July 2012
The Costs of an Epidemic: Financial Planning for Alzheimer's Disease
May 2012
Financial Planning Indispensable When Faced With Divorce
March 2012
Convert highly appreciated assets into retirement income
February 2012
How to Survive on a Single Income in a Two-Income World
January 2012
Health insurance premiums are rising: What can you do to protect yourself?
December 2011
Social Security Benefits Increase Along With Medicare Costs
November 2011
Boomerang Kids: How to Protect Your Retirement Plans When an Adult Child Moves Back Home
October 2011
New Study Shows Increase in Senior Financial Fraud:
How Can You Protect Your Parents’ Assets?
How Can You Protect Your Parents’ Assets?
August 2011
Wells Fargo Announcement Could Mean the End of Reverse Mortgages
July, 2011
Long-term Care Crisis: Are You Prepared?
May, 2011
Recent tragedies highlight the need for financial disaster planning
April, 2011
New Tax Rules Make 529 College Savings Plans More Attractive
March, 2011
Home Based Business Deductions Worth a Close Look
February, 2011
IRA Distribution Rules Change for 2010
January, 2011
Cost-Basis Rules Strengthen Reporting Requirements
December, 2010
Reverse Mortgages: Easy to get, but worth the price?
November, 2010
Wall Street Reform Reveals Complex Nature of Regulation
August, 2010
Homeowner's Insurance - Are You Really Covered?
July, 2010
How Health Care Law Will Affect Your Financial Planning
April, 2010
The Roth Conversion - Take a Closer Look
March, 2010
Plan Ahead to Avoid the Stress of Caring for Children and Parents
February, 2010
Alternative investments sometimes worth the risk
November, 2009
Need Money Fast? - Don't Fall for a Scam
August, 2009
Can't Afford a Vacation? - Maybe Uncle Sam Can Help
July, 2009
Qualified Domestic Relations Orders - Don’t Blow a Money Saving Tactic
May 2009
Budgeting for a Nation – Implications of the 2009-2010 Budget
March 2009
How Good is Your Team?
Building The Right Financial Team
Building The Right Financial Team
September 2008
Veterans Benefits Could Help Defray Eldercare Costs
August 2008
Get Value from Your Life Insurance…
Without Dying
Without Dying
June 2008
The Reverse Mortgage – Five Years Later
March 2008
Last Minute Relief for Cash Strapped Homeowners
January 2008
New Vehicle - Should You Buy or Lease?
November 2007
Finding the Right Homeowner’s Insurance
October 2007
Power of Attorney
Is it really necessary?
Is it really necessary?
September 2007
Trust the Government to Help Disabled Relatives?
August 2007
Keep the IRS from Being the Only Winner in Your Divorce
July 2007
Your Credit Score-
More Important than You Think
More Important than You Think
May 2007
Purchasing an Annuity?
Get the Facts First
Get the Facts First
April 2007
Early Distribution of Retirement Funds - Without the Penalty
March 2007
Happy New Year!
Now, Let's Get Down to Business
Now, Let's Get Down to Business
January 2007
It's the Season to Give
(And Also to Steal)
(And Also to Steal)
December 2006
Homeowner's Insurance - Are You Really Covered?
September 2006
How's the Company Doing?
What Management is Supposed to Tell You.
What Management is Supposed to Tell You.
March 2006
Anatomy 201 - Why Are They Telling Us This?
February 2006
Anatomy 101 -
The Magical Annual Report
The Magical Annual Report
January 2006
Energy Conservation Can Pay Big Dividends
December 2005
Investor Protection
(Who Protects the Average Investor?)
(Who Protects the Average Investor?)
November 2005
Philanthropy with a Twist
Making Your Travels Count
Making Your Travels Count
October 2005
Financing Your College Education -
Talk About a Huge Cash Outflow
Talk About a Huge Cash Outflow
September 2005
Buying a New House
Are you buying a home, investment or headache?
Are you buying a home, investment or headache?
July 2005
Spending Your Refund on a New Car?
Are you sure that's wise?
Are you sure that's wise?
April 2005
This Is Your Last Chance!
Saving Your Money for Better Uses
Saving Your Money for Better Uses
February 2005
The Third Time is a Charm
(Washington's October Surprise Part 3)
(Washington's October Surprise Part 3)
November 2004
Check 21 - There Goes the Fun of Cash Management!
October 2004
Eliminate Credit Card Debt?
(Read the Fine Print)
(Read the Fine Print)
September 2004
It’s My Money and I’ll Withdraw it if I Want To!
July 2004
Children - The Best, and most expensive, Investment You Will Ever make
March 2004
Young and Carefree
(Financial Planning for the Young, Single Person)
(Financial Planning for the Young, Single Person)
January 2004
Survival 101 - A Guide to Surviving Christmas
December 2003
Expecting the Unexpected: Building Your Safety Net
January 2003
Fee-only Life Insurance Advisers... Check Them Out!
November 2002
A Net Worth Statement May Help You Reach Your Goals
September 2002
Employees in Transitions. What to do with Retirement Plans?
August 2002
Identity Theft – Is It Really That Bad?
March 2002
Will Your Will Stand the Test of Time?
February 2002
Just Wait Until Your Father Comes Home!
April, 2001
Online Banking - Making Your Life Easier?
January 2001
Do You Know How Well Your Mutual Fund Has Done This Year?
September 2000
The 529 College Savings Plan is Available to You
April 2000
There is No Excuse for Not Having a Will.
February 2000
Determining Your Retirement Benefits and Social Security
January 2000
Tax Traps in Retirement and How to Avoid Them
December 1999
FYI American IRA owners, all 31 Million of You!
November 1999
Today's Stock Market? Alternative Investments
October 1999
In the Age of No Tax Shelters They Still Exist
April 1999