Financial Newsletters

Financial Planning Objectives

Each month we will provide additional financial newsletters that cover topics that include current changes in tax laws, and other areas specific to your interests. So check back often!

June 2009		Don’t Let Economic Troubles Threaten Your Retirement Plans Top 10 Money Decisions for Today’s Incoming College Freshman A To-Do List for Settling an Estate It’s Summertime – Not a Bad Time for a Midyear Financial Checkup

May 2009		Be Careful When Rebalancing Your Kid’s 529 Plan Allocation Thinking About Starting a Business? In This Economy, Don’t Quit Your Day Job – Start With Good Advice First Why Financial Planning Matters in the Toughest of Times Preserving the Family Vacation – Top Tips to Keep Spending in Check

April 2009		Why Maintaining Your Credit Score Becomes Even More Important During the Continuing Credit Crunch Planning a Cost-Effective Job Search Ways to Save Money on Health Care and Health Insurance in Troubled Times How Does the Stimulus Plan Affect You? It’s Good to Get Some Advice Now

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? The Death Tax Is Likely To Live On, So High-Net Worth Individuals Might Consider a Qualified Personal Residence Trust Having Trouble Coming Up With Your Grandkid’s Graduation Gift? Try the Gift of Tax-Advantaged Savings How to Prepare For Your First Planner Visit

January 2009		Consumer Borrowing in 2009 Will Mean Making a Plan Whether You Call It a Budget or a Spending Plan, It’s a Good Way to Start 2009 One Good Thing about a Tough Market - It’s a Good Environment for Roth IRA Conversions Thinking About Munis - Make Sure You’re Making Wise Picks

November 2008		Before the Holidays, Get Those Charitable Donations Lined Up Giving the Gift of a Financial Planner As Medical Expenses Rise, Don’t Miss Key Deductions As Worker Shortage Increases, So Will Incentives to Keep Boomers on the Job

October 2008		Be Careful About Picking Beneficiaries for Your IRAs and 401(k)s Short-term Long-term Care Insurance? Make Sure it’s a Good Idea for You Make Estate and Financial Planning a First Step After Divorce Veterans Set For a Big Benefits Upgrade in 2009

September 2008		Always Have a Plan for Leftover 529 Plan Money Blended Families Should Plan Early for Their Kids’ College Financial Aid Open Enrollment on the Way: Should You Take Advantage of Your Company’s Health Savings Account Option? Preparing Your Finances for a New Baby

August 2008		Top 10 Money Moves for Today’s College Freshman How to Buy Life Insurance Considering an Annuity? Managed Payout Funds Are One More Entry in the Retirement Spend-Down Picture How to Takeover an Aging Parent’s Finances