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Financial Services Industry

	Don\'t Waste Your Federal Tax Credit
	Evidence Based Investing
	10 Thoughts on Financial Planning
	But, i don�t need estate planning � do i?
	2007 Health Savings Account Limits
	Paladin Registry.com research describes facts that financial advisors deliberately withhold from consumers.
	Life insurance - time for a review
	Disability insurance - are you covered
	Managed account
	Life insurance basics
	Indiana ltci partnership booklet
	Brokerage Industry Forced to Play Fair
	Is It Time To Rewight Your Term Insurance?
	Being Proactive During Challenging Financial Times

Retirement Planning

	Pension Plans: An Overview
	IBM Pension Freeze: Is This The Tipping Point?
	How to Prepare for Retirement
	An Income You Can Never Outlive
	Social Security: A Primer Part 1
	Social Security: A Primer Part III
	Social Security Reform
	Maximizing Your Tax Advantages: A Pecking Order For Retirement Spending
	Retirement Planning: Not Relying On The Averages
	The Accumulation Phase
	403(b) Plans for Not-for-Profit Employees
	Defined Contribution: Plan Sponsor Failure
	Deficit reduction act 2005-changes to the federal assistance statute,transfer of asset rules.
	Seven Things NOT to Assume About Retirement Planning
	Income: how much do you really need in retirement?
	Excerpts from research paper published in the journal of personal finance,volume 4 issue 3,2005 international association of registered financial consultants-catch-up strategies for late savers;authored by barbara o'neillo,cfp crpc,afc,chc,cfcs;rutgn
	The Go-Go, Slow-Go, and No-Go Years of Retirement
	Work, Retire, or Repeat?
	Evaluating Early Retirement Offers
	Taxation of Retirement Plan Benefits
	Is Your 401(k) Working in Your Best Interest?
	Long term care
	Income as your needs change
	How Well Are You Managing
	Increasing retirement income through the power of tax deferral
	The Perplexing World of Social Security and Earnings in Retirement
	Tax exempt funds and bonds-understanding it briefly.
	58% of Group Long Term Care Claimants are under age 65
	Global diversification
	Providing balance and diversification
	What are 403(b)s?
	Social security-perception & reality
	Exerpt from article-determining the saving rate necessary for a comfortable retirement
	Excerpts from the original article-saving for retirement:implications of the reservation wealth model,authored by charles b hatcher ph.d.;u.of wisconsin,madison
	Excerpts from article in journal of personal finance-diversifying retirement portfolios with computerized spreadsheets.
	Excerpts from book review:the richest man in babylon for todays:new secrets for building wealth in the 21st century;author:fred siegel;reviewer:john e grable ph.d,cfp,rfc; the review was sue 1;
	Staying Retired and Loving Every Minute Of It
	Basic retirement planning
	Top 10 ways to prepare for retirement
	Quick look at seven key challenges that stand between you and successful retirement (1)
	Retirement planning- women
	Retirement planning- estates
	Quick & easy retirement planning tool
	Tapping Into IRAs...Smartly
	GEARING UP FOR LIFE ON THE RV ROAD
	You Need Asset Protection
	How Much Retirement Income Will You Really Need?
	Understanding Contribution Limits in Retirement Plans
	How Much Retirement Income Should You Withdraw?
	From Wealth Accumulation To Weath Preservation
	How Much Do I Need to Save?
	Early Withdraw from Tax Deferred Accounts
	How Much Retirement Income Will You Really Need?
	Are Women Saving and Investing Enough?
	Are You Underfunding Your Retirement?
	The Best of Times
	401K transfers to IRA rollovers
	Pieces of Your Retirement Puzzle
	Retirement Perspective
	The Big Rollover
	Should I Roll My Old 401(k) to an IRA?
	Why You Should Keep Contributing To Your 401(k)
	Should You Use Target Retirement Date Funds In Your 401(k) Plan?

Planning for College

	College Savings Plans � The Benefits of a 529 Plan
	College Planning, How Pension Protection Act Of 2006 Can Affect It.
	College savings 529 plan- indiana
	College Funding for the Self-Employed Parent
	Don't Overlook NC's Own College Savings Plan
	COLLEGE PLANNING IN THE WAKE OF NEW TAX LAWS
	Ups And Downs Of College Savings
	5 Sure Fire Strategies to Lower College Costs

Financial Strategies

	The UMA - The Future of Investing
	Why Don't Investors Tilt More?
	Investing During Retirement
	Book excerpt: "stop and think", chapter four "protecting your assets and lifestyle from catastrophic medical expenses"
	Wealthy person? estate plan for your home
	The value of life: discovering your life insurance needs
	Can you afford your lifestyle? Installment Debt Planning Basics
	Overseas Investing Makes Sense
	Optimize Your Results With Collaborative Planning
	Balance Transfer Offers
	Tailor Finances To Fit Your Stage In Life
	Plastic or Paper? Three Keys to Successful Debt Management
	Rising interest rates and non traded reit
	Pay Me Now or Pay Me Later
	Staying in control of your assets
	Is There a Real Estate Bubble?
	Should I open a Roth or Traditional IRA
	You Can Protect Your Assets & Lifestyle from Catastrophic Medical Expenses
	A Simple Tool For Family Philanthropy
	Asset protection trusts
	Consider your options
	Excerpts from research article-the opportunity for partial tax relief for homes sold within two years of purchase.
	Market Volatility Shouldn't Rattle a Good Financial Plan
	Borrowing from family and friends
	Cash Value Life Insurance Policy Loans Not Such a Good Deal
	The Emotional Appeal of Cash-Value Life Insurance
	The Myth of Permanent Insurance
	Return-of-Premium Guarantees
	Put Market Volatility in Perspective
	Setting Up A KPERS Beneficiary
	How to Keep Coupons Close At Hand
	Join An Association To Save Money
	Free Drug Card Could Save You Cash
	What Is an IRA Rollover?
	Have You Considered Charitable Gifting?
	6 Steps To Get Out Of Debt
	Families Save On Eating Out
	The "I'LL Never Need It" Insurance
	Recession Recoveries 2001
	Financial Planning to Ease the Pain of Divorce
	College Kid's Tips
	New Baby Financial Planning
	Emotions of Investing
	Are You Still Practicing Patience?
	Charitable Giving For The Middle Class
	Rising Interests Rates and Why We Should Care
	Financial Success For Young Adults and Recent Graduates-Managing Money, Credit, and Your Future

Special Needs

	Planning for People with Disabilities
	Teach Good Money Values
	Prostate Cancer Survivors Are Now Quickly Insurable at Standard Life Insurance Rates
	Breast Cancer Survivors Are Now Quickly Insurable at Standard Life Insurance Rates
	Long term care- 5 questions
	A special tool for the especially needy
	Modest Living/Extreme Wealth
	Divorce May End a Marriage but Credit Issues May Last Forever
	Weathering a Serious Illness
	Geriatric Care Manager Specialists Are Essential for Success
	Knowledge and Money Provide Freedom of Choice
	Understanding Long Term Care Settings
	Misconceptions about the Need for Long Term Care
	Informal Caregivers Provide Services at Home
	Understanding the Services of Professional Home Care Providers

Financial Investments

	The Keys to Asset Allocation
	Risk and Reward 2: Another Look
	Understanding Your Results
	Strategy vs. Outcome
	The Risk Premium Debate
	Academic Support for the Use of Index Funds
	How Often Should You Rebalance Your Portfolio
	Running your investment portfolio like a fortune 500 company
	Lump Sum v Dollar Cost Averaging
	Tobin�s Separation Theorem
	Growth Stock Investing: A Primer Part 1
	Growth Stock Investing: A Primer Part II
	Dollar Cost Averaging: Effects of Volatility
	Understanding Investment Measurements
	Check Your Mutual Fund's Score
	Understanding Mutual Fund Costs
	10 Common Investment Faux pas or Learning from Other Peoples Mistakes
	Extolling the Virtues of ETF Investing
	Asset Allocation
	What is Long-Term Investing?
	A Good Company vs. A Good Stock
	How Does Asset Allocation Work?
	Correlating Your Portfolio..Go Negative
	Do you need a portfolio strategist
	Putting Risk in Its Place in Your Portfolio: Part 2
	Investing Driving You Crazy? Maybe Its Because You Already Are! (Part 3)
	Investing Driving You Crazy? Maybe It's Because You Already Are! (Part 4)
	Investor Vs. Speculator: Which Are You?
	Not Just Another Large Cap Fund
	Tax efficient investing,a wise choice
	Engineered cost segregation: the ticket to dramatically accelerating the depreciation of real property
	Concentrated stock and employee stock option risk management
	Active management versus indexing � is it really active?
	How to Engineer Your Portfolio for Better Returns (Part 1)
	Putting Risk in Its Place in Your Portfolio: Part 4
	Investing Driving You Crazy? Maybe It�s Because You Already Are! (Part 5)
	Focus list
	VIDEO LECTURE: "How to Build a Diversified Investment Portfolio"
	Poker and Investment Psychology
	Troubled times
	Ginnie Maes - 100% Guaranteed but Not Risk-Free
	Behavioral finance: why investors underperform the market, part 1
	Got an extra 100 billion?
	Investing solely for return
	Behavioral finance - part 2
	Own Bonds? Understand Duration
	Before Investing...Read Pile "B"
	Closed-Ended Funds...Buy Assets at a Discount
	ETFs...Better than Mutual Funds?
	Diversification Isn't Just About Market Risk
	Is There Any Such Thing As A Free Lunch?
	Recession And Diversification
	Where Would You Stash Your Cash?
	Flaw of Averages
	Dollar Cost Averaging In A Down Market

Money Investing

IRAs

	Changing Jobs: Smart Moves For Your Pension Part II
	Beware the 50% penalty on ira required minimum distributions!
	The "stretch" IRA
	Fill 'Er Up! Roth or Regular?
	Selecting the Best IRA, 401(k), Annuity or other Deferred Income Tax Account Beneficiary
	Donating IRA�s to Charity in 2007 for those Over Age 70
	What to do? Keep my 401k or roll it over?
	Trust as IRA beneficiary
	A new look at stretch IRAs
	Inheriting An IRA Can Be Tricky
	Steering You Clear of These Top 10 IRA Mistakes
	Is a Rollover IRA Rght For You?
	Required ira distributions
	Annuity IRAs...A Bad Deal
	Required IRA Distributions
	Be Careful About Picking Beneficiaries for Your IRAs and 401(k)s
	Consolidated Your IRA's
	The Different Kinds Of IRA;s
	Roth IRA Conversions In A Down Market

Retirement Plans

	The pension reform act of 2006
	Teacher's Retirement in Jeopardy
	Waiver of Plan Administration Fees Will Save Businesses Thousands by Year End 2006
	How Fees Negatively Impact 401(k)s

Tax Planning

	Divorce Decrees- The Expensive Reality of Deficiencies in Settlement Planning
	Permanent Life Insurance Basis- A Forgotten Source of Tax Free Cash
	Maximizing Your IRA to Roth IRA Conversions
	Planning for Early Retirement
	The AMT Horror
	Beneficiary Designation Planning � Not As Simple As You Think
	Using Family Partnerships
	Proactive estate planning
	Talking taxes
	Deffering capital gains taxes on investment real estate
	Standard Mileage Rate Increases for 2007
	Retirees Take Note: Medicare Part B Premiums are now tied to Income Based on your 2005 Tax Return
	Excerpts from article in journal of personal finance:the tax game:the line between avoidance and evasion;authored by novella clevenger,ma.,jd.,llm.,cpa;washburn university;
	Ten Estate Planning Terms You Should Know
	Effective Estate Planning
	Rolling Over Employer Stock to an IRA Could be a Mistake
	'Tis the Season for the Mutual Fund Tax Trap
	Beware the Wash Sale
	Expecting 1099s...Don't Rush to File
	Deductibility of Home Mortgage Interest
	PRESERVING YOUR LEGACY: YOUR WILL IS FOR THE LIVING
	Working Retirees Can Save Money on Taxes too!
	Tax Efficiency
	What The Stimulus Did For America
	The Need For Power Of Attorney
	Tax Tips For Next April
	You Need Asset Protection
	20 Things You Need to Know About the 2009 Tax Laws
	Let's Talk About Capital Gains
	Will Mandatory IRA Withdrawals Be Deferred In 2009?

Financial Products

	Mutual Fund Alternatives
	Bundled Solutions
	Funds of Funds: Perfect Solution or Dangerous Shortcut
	Mutual Funds and Tax Efficiency
	Gotcha! A Hard Look At The Annuity Business
	Beyond Indexing
	Equity Linked CDs meet the Regulators
	5 things to know before buying a mutual fund
	Term, UL, VUL and Whole Life Insurance- The differences
	Protecting the Individual Investor - Just Say No to Annuities!
	Living with guarantees
	Do ETF's Belong in Your Portfolio?
	Hedge Funds...A Mislabeled Industry
	The Art of Financial Engineering
	Mortgage Lenders Teasing You
	The 3 R�s of Bond Investments: Risk, Returns and�.Regret??
	Tis the Season for a Double Whammy

The Global Economy

	The credit crunch
	Portfolio management: multiple avenues for international exposure
	Buying Domestic: Is it Worth It?
	Is the Sky Falling?
	The $700 Billion Bailout
	Commodities Versus Equities (Energy Crisis Part I)
	Energy... Passing Fancy Or Here To Stay? (Energy Crisis Part II)
	How We Got Into This Mess (Energy Crisis Part III)
	My Solutions To The Energy Crisis (Part IV)
	How Recessions Happen

Alternative Investments

	Hedge Funds as Pension Investments
	A Well-Rounded Portfolio Might Include REITs
	Suspension of Disbelief
	The Costs and Benefits of Purchasing a Second Home
	A Hot Investment TIP - Treasury Inflation Protected Securities
	Wood this be a good investment?
	Commodities - great diversification, but high volatility
	Investing With Energy

Choosing A Financial Advisor

	The Individual Investor�s Answer to the Lies and Abuse of Large Wall Street Firms is the Fee-Only Investment Advisor!
	Avoiding Advisor Risk
	Our 4-step Process to Managing your Portfolio
	How to Check Out and Secure a Qualified Financial Advisor
	Measuring the Cost of a Financial Advisory Relationship
	Portfolio Withdrawal Rates- Will you Out Live your Assets?
	Should your investment advisor have an audited track record?
	Effective client interview-client perspective
	How to Select a Trusted Advisor
	Working with a Pro: Preparing for Your First Visit

Investment Advice

	Your Investments: Did you set it and forget it?
	Days of Wine and Neuroses: A Different Take non Telecom Corridor Troubles
	Exit Stage Left
	Warning red flags to watch out for
	Hidden Mutual Fund Expenses
	Dividend Paying Stocks � Beware of the Common Pitfalls
	EXPENSE RATIOS, WHAT IS IT WORTH?

Financial Advisor Ethics

	Is My Advisor a Fiduciary?
	Choosing a Competent Financial Advisor
	Sham Credentials

Business Owners

	Deferred compensation plans
	Family wealth transfer strategies-family business succession
	Roth 401(k): A new option for tax-free retirement income
	Buy sell agreements keep your business afloat
	Marriage: a very special �business issue�
	A Better 401(k) Plan
	Business Succession Planning
	Tax Planning for the Self-Employed

Charitable Trusts

	Values-based legacy planning: your best vaccine against "affluenza"
	Smart philanthropy for a real and lasting legacy
	A lasting legacy beyond wealth

Real Estate Investing

	Caveat Vendor
	The other tax deferred exchange: The 721 Exchange
	The Subprime Mortgage Rescue Plan
	Is It Time To Refinance?
	What Makes Tics Tick