Financial Planning Articles

We invite you to visit the links on this page for recent articles on various financial planning topics. Note: Posted articles are in PDF format.

For weekly economic and market commentaries, visit the Commentary page under the Investments section of the site.

JUNE 2010:

• How Personality Traits Affect Financial Planning - (42 KB)
• Planning for a Child’s Private School Education - (45 KB)
• Feel Like Un-Retiring? How to Prepare - (38 KB)

DECEMBER 2009:

• THE BALANCING ACT: RETIREMENT VS. COLLEGE SAVINGS - (66 KB)
• THE IMPORTANCE OF HAVING SEPARATE DISABILITY COVERAGE - (66 KB)
• PREP STEPS TO GETTING YOUR ESTATE IN ORDER - (69 KB)
• HOW YOUR PERSONALITY AFFECTS YOUR FINANCIAL DECISION-MAKING - (69 KB)

NOVEMBER 2009:

• WHILE REAL ESTATE IS STRUGGLING, NOW’S A GOOD TIME TO CONSIDER THAT KIDDIE CONDO - (66 KB)
• PREPARE NOW FOR MOVES ON THE ESTATE TAX - (63 KB)
• HOW LATE-LIFE MARRIAGES AND REMARRIAGES REQUIRE UNIQUE FINANCIAL PLANNING - (68 KB)
• TOO RICH FOR A ROTH? IN 2010, THAT’S GOING TO CHANGE - (65 KB)

OCTOBER 2009:

• 10 THINGS YOU CAN DO IMMEDIATELY TO SLASH DEBT AND SPENDING - (66 KB)
• IF YOU’RE CONSIDERING ENTREPRENEURSHIP AT ANY AGE, BUSINESS PLANNING IS A NECESSITY - (66 KB)
• EVEN IN TOUGH TIMES, GRANDPARENTS CAN STILL HELP THEIR GRANDKIDS GET A GOOD FINANCIAL START - (66 KB)
• A PRIMER ON MEDICARE AND MEDIGAP COVERAGE - (71 KB)

SEPTEMBER 2009:

• TAKING A FRESH LOOK AT YOUR 401(k) ALLOCATIONS - (69 KB)
• THINKING AHEAD ABOUT INFLATION? HERE ARE A FEW WAYS TO PROTECT YOURSELF - (65 KB)
• AFFORDING A PET – WAYS TO SAVE AND PLAN - (71 KB)
• SHOULD YOU BOTHER WITH TARGET DATE FUNDS ANYMORE? - (65 KB)

AUGUST 2009:

• Understanding Actively Managed Exchange Traded Funds - (65 KB)
• Why Every College Freshman Should Start a Roth IRA - (65 KB)
• Reverse Mortgages – What Should You and Your Parents Know Before Applying? - (71 KB)
• Getting Your Finances Ready for the Next Rainy Day – Or Decade - (72 KB)

JULY 2009:

• What if Your Employer Doesn’t Want You to Retire? Planning for a Second – or Third – Career Act - (66 KB)
• Dealing With Companywide Pay and Benefits Cuts - (66 KB)
• Even When a Spouse Dies, Debt Lives On - (65 KB)
• Re-setting the Business Exit Plan in a Tough Economy - (66 KB)

JUNE 2009:

• Don’t Let Economic Troubles Threaten Your Retirement Plans - (65 KB)
• Top 10 Money Decisions for Today’s Incoming College Freshman - (66 KB)
• A To-Do List for Settling an Estate - (70 KB)
• It’s Summertime – Not a Bad Time for a Midyear Financial Checkup - (65 KB)