Index of Financial Planning Articles Tax Relief & Health Care Act of 2006 New Rules on Split Dollar Arrangements Deadlines for Establishing and Funding 2000 Plans Fortune: "How the Really Smart Invests" (about DFA) Important to Read IRA Custodial Agreement UndertoneNetworks.com Financial Planning Issues for People Living in Two States Attributes of a Good Trustee The Pros and Cons of Incentive Trusts New S-Corporation Rules Consider a 529 Plan When Saving for College IRS Issues Home Sweet Home-Sale Rules Market Chasing Mutual Fund Investors Earn Less Than Inflation USA TODAY Archives Search Keeping Holiday Spending Under Control Large IRAs Not Fully Protected How Much Disability Insurance Do You Need? Year End Tax Planning Climb a Bond Ladder as Interest Rates Rise WINNING THE LOTTERY OR A PENSION: ONE LUMP OR MANY? TIPS FOR FINANCIALLY HELPING YOUR CHILDREN . . . EVEN WHEN THEY'RE ADULTS How to Minimize the Increasing Cost of Homeowners' Insurance New Trusts Can Ease Conflicts Among Heirs International Diversification Don't get railroaded by allure of Internet stocks clippings/How to Survive The 2009 Boom in Money Books - WSJ_com_files/j_article-20090129213711.htm How to Survive The 2009 Boom in Money Books - WSJ.com Where to Find Higher Yielding Cash Alternatives At what age should you buy LTC insurance? WSJ.com - Making a Nest Egg Last Should You Abandon the Stock Market? What to do if your pension fund is in trouble Getting Fiscally Fit in 2007 Fortune: 7.6.98 How the Really Smart Money Invests: Part 1 Worth Online: New Ways to Sign on with Pros How Much Money Should You Pass On To Your Kids? Does it still make sense to own small caps? WSJ.com - Schwab's Role In Mutual-Fund Probe Adds New Dimension New Benchmark Bond? Science and Tech Funds Surge May Slow Down, Managers Say Universal Life with Secondary Guarantees for Estate Taxes New tax act affects planning for small business owners Preparing Your Business for "the Big One" Making a Home Senior Friendly Click Here What Are Exchange-traded Funds (ETF) and How Do They Work? Estate Planning with the Roth IRA Key Factors to Look for When Leasing a Vehicle Why You Need a Durable Power of Attorney 5 Key Cost Factors to Consider When Buying Long Term Care Insurance Policies New Bankruptcy Law Protects IRAs Medicaid Rules Tax Ruling May Help Early Retires Preserve Battered Accounts Creating an Ethical Will Preparing for the New Medicare Drug Benefit What is the Real Reason You Should Invest? Ponzi scheme artist gets 5-year sentence / Bay Area woman must pay $2.5 million to investors she fleeced Cybercriminals get trickier about stealing / More people fall victim to e-mail scams seeking info Do You Know Where Your IRA Beneficiary Forms Are? Charitable Giving Through Community Foundations Chaotic Systems  or, why the market is a lot like the weather . . . Take a Peek at Your Future How to Handle the Challenges of Being an Estate Executor Fannie and Ginnie Maes offer alternatives to Treasury securities Avoiding Investment Scams and Choosing a Financial Advisor clippings/WSJ_Mstar_files/2005_11_14_10_32.htm FLPs with Business Purpose More Likely to Pass Muster with IRS Caring for Elderly Loved Ones from Afar The Ins and Outs of Mortgages and Refinancing Do You Know Where Your Universal Life Premiums Are? Figuring Out the Financial Aid Formula Tax Break for Homeowners Should You Loan Money to Family Members? How to Avoid a Medical Financial Disaster Time to Get Flexible with Flexible Spending Accounts scams/elder_abuse_files/code.htm Retirement decisions for those reaching age 70 1/2 How to Diversify Your Employer's Stock AMT to Hit More Taxpayers Under New Tax Act Five Secrets to Building Wealth in the 21st Century Return to List of Rogue Click Here INVESTMENT OPTIONS FOR FUNDING COLLEGE EDUCATION Fortune: 7.6.98 How the Really Smart Money Invests: Part 1 A Primer on the Tax Increase Prevention and Reconciliation Act of 2005 Rethinking College Savings in Light of New Tax Act Navigating the Federal and State Estate Tax Maze Ladder Bonds to Prop Up Sagging Interest Income clippings/supercharge_cashflow_files/service.htm Buy and Hold versus Market Timing clippings/Right Forecast by Schiff, Wrong Plan - WSJ_com_files/j_article-20090129213711.htm Wall Street's Big Bounce: Don't Start Cheering Yet - TIME 8 Financial Keys for a Happier New Year Term Life Insurance That May Pay Back Your Premiums Donor Advised Funds Should You Be Preparing a 'War' Portfolio? The Senior Scam / Financial abuse of the elderly, 'the crime of the 21st century,' can devastate families, both emotionally and financially What to do with your employer nest egg Will you be shocked by the cost of retirement? Right Forecast by Schiff, Wrong Plan? - WSJ.com Use Caution If Exchanging Variable Annuities Will Your Future Social Security Payments Be Smaller Than Expected? InfoWeb Search Results clippings/How To Rescue Your Nest Egg NPR_files/Process.htm New Tax Act Aids Small Business Have You Learned Your Investing Lessons? Why You Still Need Life Insurance Forbes (12/16/96) The Funds: Can you get past the bouncer? What to do when a declining market alters your retirement plan clippings/Right Forecast by Schiff, Wrong Plan - WSJ_com_files/j_global-20090129192157.htm clippings/Wall Street's Big Bounce Don't Start Cheering Yet - TIME_files/diggthis.htm Insurance for Young Adults Knowing Net Worth is Key to Managing Your Money IRS dramatically simplifies minimum distribution rules clippings/How to Survive The 2009 Boom in Money Books - WSJ_com_files/0_0_W0_1011.htm Diversifying Your Portfolio with Real Estate Financing Alternatives for Small Businesses What to Do When Inheriting Wealth What to do if your Medicare HMO drops your coverage About That Dream Vacation Home What You Can Do Before the Kiddie Tax Loophole Closes Too Many People See Their Finances Through Rose-Colored Glasses The Return of Uncle Sam's 30 Year Bond How to Cut Your Insurance Costs PROS AND CONS OF COMBINATION LONG-TERM CARE POLICIES WSJ.com -- Click for Help: "The Internet is filled with useful tax tools - and scams" Don't Overlook Lesser Known Features of Long Term Care Insurance Are Your Dividends Eligible for Lower Tax Rates? Myths Deter Students from Applying for Financial Aid Should You Prepay Your Mortgage in a Down Market? Use Reverse Mortgages with Caution Graduating with a Diploma . . . and Debt Guidelines for Insuring the Small Business Dow Jones Interactive® Publications Library REVIEW CHARITABLE GIVING IN LIGHT OF NEW TAX ACT Ten Tips for Improving Your Cash Flow Making and Keeping Investment Resolutions in '06 THE BENEFITS OF PLANNED CHARITABLE GIVING Going Your Separate Way with a Separate Account Making Your Employer a Partner in Your Financial Planning Man held in Google stock fraud / FBI arrests Dutch native in sale of fake IPO shares USA TODAY Archives Search Life Cycle Funds Let You Invest Without Working At It Should You Buy or Lease a Vehicle? Should You Name a Trust as Beneficiary? College Planning in the Wake of New Tax Laws Stocks? No thank you, says nation's top economist Is the Bear as Bad as He Appears? Diving for Dividends Add Prenuptial Agreements to Your Wedding Plans Roth Conversions Become More Attractive for Retirees USA TODAY Archives Search Eight Year End Tax Planning Strategies New Tax Act Requires Careful Scrutiny of Wills Tis the Season - Things to Know Before Filing Your Taxes Estate Tax Changes Require Careful Planning Investing In Real Estate Using REITS Science and Tech Funds' Surge May Slow Down, Managers Say Understanding the New Roth 401(k) Is the Alternative Minimum Tax in Your Future? Investment Policy Statement Steers Portfolio Through Volatile Times Back to School: Teaching Your Kids About Money To Maximize Income Later, Now Is the Time to Plan Tax Strategy - washingtonpost.com International Market Correlations (or, where the hell's the benefit of global diversification?) 8 Estate Planning Strategies You Should Know Rogues Gallery of Investment Scams Should You Rush into Gold? Medical Savings Accounts (MSA) Finding the Right Medigap Policy New SEC insider trading rules ease portfolio diversification Search Articles Planning for Financial Hard Times In these times, an annual insurance checkup makes even more sense Thinking Long-term in a Short-term World Is Your 401(k) Plan a Failure? The Fact and Fiction of Trusts Investing Should Remain Focused on the Long Term Markets NewsReel - WSJ.com Taxpayers should get a head start on tax planning for 2007 Planning for a Retirement Paycheck Preparing Financially for Disaster ARE YOUR OLD SAVINGS BONDS STILL EARNING INTEREST? WSJ.com - Put Saving on Autopilot ILITS Remain a Popular Estate Planning Tool and Technique Should You Stay in Your Old 401(k) or Roll It Into an IRA Should You Consider an HSA? Choosing the Right Type of Real Estate Agent Be Cautious About Putting Life Insurance Into Retirement Plans Roth IRA clippings/How to Survive The 2009 Boom in Money Books - WSJ_com_files/j_global-20090129192157.htm How To Rescue Your Nest Egg : NPR Prepaid Tuition Plans Deserve a Second Look 8 WAYS TO PROTECT YOUR IRA PLANS How Grandparents Can Help Pay for Grandkids Education scams/airline_ponzi_files/code.htm clippings/yetm/bottom.htm Everyone -- Even the Affluent -- Needs to Budget Making Your Own Health Care Decisions When You Can't Make the Most of Your 401k Plan Should You Go Private With an Annuity? Ten ways to supercharge your cash flow and avoid credit woes - MarketWatch Choosing the Right Investment Benchmarks Index of Articles SHOULD YOU BE INVESTING OVERSEAS? LTC Covers More than Nursing Home Do You Know What Your CPI Is? Investment Policy Statements for Trusts Preplanning Your Funeral Saves Loved Ones Stess and Money Charitable Remainder Trusts Face New Restrictions Working at Retirement Planning for Life's Surprises Rogue's Gallery of Investment Scams 401(k) Rules An Annual Insurance Checkup Can Save You Money Without Hurting Your Coverage Smartmoney.com: Print: Is Gold a Safe Haven for Your Portfolio? Requirements for Effective Trust Management The Economics of Long Term Care Insurance Topix Links Financial Mistakes to Avoid in a Divorce Settlement Why You Should Consider Long-Term Care Insurance scams/cyber_scam_files/code.htm IS YOUR INVESTMENT PORTFOLIO ‘OFF-BALANCE’? How to Avoid Overloading Retirement Plan with Company Stock Rules for Hiring Family Members clippings/Right Forecast by Schiff, Wrong Plan - WSJ_com_files/0_0_W0_1011.htm Tips on Filing Homeowner's Insurance Claims UndertoneNetworks.com The New York Times > Business > Your Money > Investing: From Financial Planners, Advice for the Not-So-Rich Investors Bombarded By Index-Fund Choices - WSJ_com_files/2007_01_29_06_42.htm Brave New World for Baby Boombers Countdown to Retirement HOW THE FALLING DOLLAR MAY FALL ON YOUR FINANCES INHERITING IRAS A TRICKY PROCESS Insurance for Early Retirees Roth versus Traditional IRA Institutional Mutual Funds and the Sophisticated Investor NEW REAL ESTATE EXCHANGE VEHICLE FOR SMALL INVESTORS You can't afford to put off making a financial plan Prepare now for 'new' 2010 tax on inherited property clippings/Right Forecast by Schiff, Wrong Plan - WSJ_com_files/0_0_WP_2300_NewsReel_files/j_global-20090129192157.htm Losing Your Inheritance to Uncle Sam - or Others Preparing for the Extra Long Retirement UndertoneNetworks.com Watch Out for the Five Year IRA Rule clippings/supercharge_cashflow_files/service(1).htm Reverse Mortgages Require Close Look 13 Estate Planning Terms You Should Know The Truth About Small Business Succession Planning Prepaid Tuition Plans Deserve a Second Look clippings/O_K_, Don't Panic - TIME_files/diggthis.htm Keys to a Comprehensive Will One Lump or Many? Consider Pension Payout Options Carefully Keeping Peace Among Your Heirs Letters of Instruction Benefit Heirs . . . and You Medicare Provides Preventive Services Evaluating the Need for Insurance in Retirement Do You Have Realistic Market Expectations? Taking Responsibility for Retirement clippings/supercharge_cashflow_files/set.htm Should You Consider a Health Savings Account? UndertoneNetworks.com Go Easy on Home Equity Loans WSJ Interactive Edition: Investing for the New Millennium Staying Awake During the Vacation Home Nightmare From the Archives -- WSJ Interactive Edition Should You Change Your Retirement Plan? Personal Finance NewsReel - WSJ.com Early-retirement dream may have to be deferred -- chicagotribune.com Children Not Prepared for Financial World Start Planning Now to Avoid the Dreaded Alternative Minimum Tax Treasury Bonds for Inflationary Times New ways to pay the mortgage / Homeowners can harness loose cash to cut interest costs Google Ads Changes in Store for Medicare and Medicaid Financial Planning for Disabled Adults Click Here The Pros and Cons of Prepaying Your Funeral The Importance of an Annual Financial Checkup Family Meetings Can Help Pass On Family Assets IRS Eases Retirement Account Rollover Nightmares Google Ads Year End Tax Planning Tips Are You Psychologically Ready to Retire Early? clippings/How to Survive The 2009 Boom in Money Books - WSJ_com_files/0_0_WP_2400_NewsReel_files/j_global-20090129192157.htm Gearing Up for Life on the RV Road Tax Issues to Consider When Buying LTC MyWire Successfully Managing Money in a Relationship MUTUAL FUND LABELS: WHAT'S IN A NAME? Getting Kids Involved in Saving for College New ways to pay the mortgage_files/code.htm A Primer on Charitable Gifting Mutual Fund Safety Business Interruption Insurance a Must for Small Biz NewsBank InfoWeb: Navigation Bar THOSE NEARING RETIREMENT STILL HAVE TIME TO ‘CATCH UP’ Fighting Identity Theft Don't Depend on Inheritance to Fund Your Retirement Stock Market News and Investment Information | Reuters.com What to Do With Leftover 529 Plan Funds Estate Tax Relief? A Primer on the National Savings Rate New Minimum Distribution Rules Benefit Beneficiaries Fortune: 7.6.98 How the Really Smart Money Invests: Part 1 Who's Who in Emerging Markets New Pension Protection Act of 2006 Promotes Savings O.K., Don't Panic - TIME Charitable Trusts You Should Know Insuring a New Marriage Pros and Cons of Employer Provided Long Term Care Make Sure Your Travel Insurance Actually Insures Your Trip Using Charitable Gift Annuities for Retirement Income 6 WAYS TO AVOID THE FINANCIAL POTHOLES OF LIFE Deciding Whether or Not to Accept an Early Retirement Offer Planning for foreign residents can be tricky The Perplexing World of Social Security and Earnings in Retirement New Capital Gains Rules Go into Effect Soon Is Franchising a Good Investment for You? Favorite Website May Not Be Best Investment Taking Time to Understand the 2006 Tax Law Changes Federal Reserve's Stock Market Model New IRS Ruling May Give More Money to Beneficiaries. SERPS Boost Executive Retirement Income WSJ.com - Morningstar Influence Grows; Some Concerns Remain Conserving Your Portfolio in Retirement scams/google_scam_files/code.htm Upside of Down? Selling Stocks for Tax Losses - WSJ.com OAKLAND / Danville man gets 5 years for tax fraud The Wenatchee World Online - Your money: Your options for hiring a financial adviser Planning for a Retirement Paycheck Investors Bombarded By Index-Fund Choices - WSJ_com.htm Time for a Mid-Year Financial Checkup Cash Makes A Comeback | TIME