Financial Planning Information
Topic: Air Date:
Financial New Year’s Resolutions 1/24/10
Asset Registration 12/27/09
Retirement, a Down Market and Your Nest Egg 7/14/09
A conservative investment for these difficult times 5/24/09
What a year! 12/28/08
A year in review 12/21/08
Financial Common Sense During a Difficult Market 11/9/08
Five ways you may reduce your taxes 10/5/08
What is an Exchange Traded Fund? 8/31/08
Is there a bad time to buy Mutual Funds? 8/3/08
Strong Dollar. Weak Dollar. Should You Care? 7/20/08
Why Every Retirement Plan Should Include Long Term Care 6/29/08
Life Insurance—A Simple Tool 6/15/08
Parenting Your Parents and Their Finances 5/25/08
Is Your Family’s Inheritance Going to be Negative? 4/20/08
Taking Income During a Difficult Market 4/6/08
Investing in a Bear Market 3/16/08
Who Will Inherit Your IRAs? Uncle Sam? 3/2/08
Professional Designations 2/17/08
The stock market–Investors and Crisis 1/27/08
The Back 9—Which Club Do You Choose?  12/9/07
Why Retirees Need a Distribution Planner 12/2/07
Long-Term Care Alternatives 11/18/07
Real rates of return 11/4/07
Investing Basics 10/21/07
Reverse Mortgage Myths 8/26/07
Are your portfolio holdings guilty of style drift, overlap and manager changes? 7/15/07
Required Minimum Distributions 5/20/07
Revealing the truth about annuities 5/6/07
Did the Market Decline Give You a Reality Check? 4/8/07
How Will the Age Wave/Lack of Pension Plan Affect Your Retirement?

3/25/07
Travel or Health Care? Where will your retirement dollars go? 3/11/07
Using a Reverse Mortgage to Leverage Home Value 2/18/07
Converting an IRA to a Roth IRA…Good Idea? 2/18/07
Do Tax Law Changes Affect You and Your Roth IRA? 2/11/07
Playing the Back Nine (Not Outliving Your Money) 1/14/07
The Financial Quarterback 11/12/06
Expanding Your Opportunities with Dividend and Capital Gains Distributions 10/15/06
DROP Retirement Plan for Police and Firefighters 10/8/06
Are you prepared for life's emergencies? 9/10/06
Reverse Mortgages and Planning 9/10/06
Life Cycle Mutual Funds 9/3/06
Stretch IRAs 8/13/06
How much money do you need to retire? Part 2 7/0/06
How much money do you need to retire? Part 1 7/16/06
What is a 457 Plan, and Should I Have One? 6/25/06
Reverse Mortgages as a Financial/Estate Planning Tool 6/25/06
Are Opportunities in Gold Golden? 6/4/06
What to do with a lump sum from a buyout? 5/21/06
Index CDs 3/26/06
Reverse Mortgages 3/5/06
401(k) Reallocation 1/22/06
What's the Real Return on Your Investments? 1/15/06
Introducing the New Roth 401(k) 1/1/06
DROP Program: pension choice for police and; first of the year news 12/11/05
Hidden Fees in Annuities 10/9/05
Five reasons you need a financial second opinion 7/24/05
Value Investment Managers vs. Growth Investment Managers 7/10/05
Corporate Bonds and the Recent Ratings Cuts for GM and Ford 6/12/05
Charitable giving using an Equity-Indexed Annuity 5/15/05
Charitable Giving 5/1/05
Credit Unions vs. Banks 2/20/05
I Bonds 2/6/05
Rolling money out of your 401(k) or retirement plan while you're still working 1/16/05
Should you lease or buy a car? 1/9/05
Principia - How to read a portfolio report 12/26/04
How to read a mutual fund report 12/5/04
Exchange real estate without tax 11/7/04
Exchange traded funds 10/10/04
How to potentially increase your income and lower your taxes
9/26/04
Re-Allocation: the importance of buying low and selling high
9/12/04
Teaching your children or grandchildren about money
9/5/04
Making the most of a family trust
8/15/04
Common mistakes that shrink your
Social Security Income
8/8/04
Tapping Retirement Assets Early
8/1/04
What does the interest rate increase mean to you?
7/25/04
How to generate a guaranteed income stream
7/11/04
Equity indexed annuities
6/20/03
Investment Tax credits vs. tax deductins
6/13/04
Education Funding, part 2
5/23/04
Education Funding: 529 plans
5/9/04
Preferred Stocks
4/25/04
US Savings Bonds: E, I, and H Bonds
4/18/04
Reverse Mortgages
4/11/04
Naming Beneficiaries
3/28/04
Increasing your rate of return
3/14/04
Women and Money
3/7/04
Health Savings Accounts—newly available as of January 1st
2/29/04
Archived Financial Planning Information