Having a financial strategy for your money can be very helpful for the short and long term. A financial strategy may also be known as a financial plan. It’s a roadmap to help you meet your financial goals.


Articles		Author



The UMA - The Future of Investing		Ray J. Shreder

Why Don't Investors Tilt More?		Frank Armstrong

Investing During Retirement		Frank Armstrong

Book excerpt: "stop and think", chapter four "protecting your assets and lifestyle from catastrophic medical expenses"		Amy Rose Herrick

Wealthy person? estate plan for your home		Joe Swanson

The value of life: discovering your life insurance needs		Chad Olivier

Can you afford your lifestyle? Installment Debt Planning Basics		Amy Rose Herrick

Overseas Investing Makes Sense		Danny Noonan

Optimize Your Results With Collaborative Planning		Michael J. Searcy

Balance Transfer Offers		Amy Rose Herrick

Tailor Finances To Fit Your Stage In Life		Danny Noonan

Plastic or Paper? Three Keys to Successful Debt Management		Christopher Currin

Rising interest rates and non traded reit		Puthan(VJ) Vijayan

Pay Me Now or Pay Me Later		Robert J. Klosterman

Staying in control of your assets		Chad Olivier

Is There a Real Estate Bubble?		Robert J. Klosterman

Should I open a Roth or Traditional IRA		Daniel Chen

You Can Protect Your Assets & Lifestyle from Catastrophic Medical Expenses		Amy Rose Herrick

A Simple Tool For Family Philanthropy		Brian Puckett

Asset protection trusts		Charles Auerbach

Consider your options		Timothy M Donovan

Excerpts from research article-the opportunity for partial tax relief for homes sold within two years of purchase.		Puthan(VJ) Vijayan

Market Volatility Shouldn't Rattle a Good Financial Plan		Richard Van Der Noord

Borrowing from family and friends		Richard Van Der Noord

Cash Value Life Insurance Policy Loans Not Such a Good Deal		Glenn Wessel

The Emotional Appeal of Cash-Value Life Insurance		Glenn Wessel

The Myth of Permanent Insurance		Glenn Wessel

Return-of-Premium Guarantees		Glenn Wessel

Put Market Volatility in Perspective		Glenn Wessel

Setting Up A KPERS Beneficiary		Amy Rose Herrick

How to Keep Coupons Close At Hand		Amy Rose Herrick

Join An Association To Save Money		Amy Rose Herrick

Free Drug Card Could Save You Cash		Amy Rose Herrick

What Is an IRA Rollover?		Frank Ficadenti

Have You Considered Charitable Gifting?		Leonard R. Simpson

6 Steps To Get Out Of Debt		Leonard R. Simpson

Families Save On Eating Out		Amy Rose Herrick

The "I'LL Never Need It" Insurance		Leonard R. Simpson

Recession Recoveries 2001		Leonard R. Simpson

Financial Planning to Ease the Pain of Divorce		Steven J. Silver

College Kid's Tips		Evor C. Vattuone

New Baby Financial Planning		Evor C. Vattuone

Emotions of Investing		Chad Olivier

Are You Still Practicing Patience?		Leonard R. Simpson

Charitable Giving For The Middle Class		Leonard R. Simpson

Rising Interests Rates and Why We Should Care		Donald Conrad

Financial Success For Young Adults and Recent Graduates-Managing Money, Credit, and Your Future		Puthan(VJ) Vijayan