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Advisor's Journal
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Financial Planning - Helping You See The Big Picture |
Nov 10, 2005 |
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Do you picture yourself owning a new home, starting a business, or retiring comfortably?
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Medicare Prescription Drug Coverage |
Nov 10, 2005 |
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If you're covered by Medicare, here's some welcome news-- Medicare is introducing drug coverage that can help you handle the rising cost of prescriptions.
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5 Questions About Long-Term Care |
Nov 10, 2005 |
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Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities.
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Business Succession Planning |
Nov 10, 2005 |
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When developing a succession plan for your business, you must make many decisions.
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Charitable Giving |
Nov 10, 2005 |
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Charitable giving can play an important role in many estate plans.
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Fixed vs. Adjustable Rate Mortgages |
Nov 10, 2005 |
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Like homes themselves, mortgages come in many sizes and types, and on of the most important decisions you face as you consider your choices is whether to take out a fixed or an adjustable rate mortgage.
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Handling Market Volatility |
Nov 10, 2005 |
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Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurence, it can be tough to handle when it's your money at stake.
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How Secure Is Social Security? |
Nov 10, 2005 |
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If you're retired or close to retiring, then you've probably got nothing to worry about-- your Social Security benefits will likely be paid to you in the amount you've planned on (at least that's what most politicians say).
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Leaving a Legacy |
Nov 10, 2005 |
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You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you.
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Myths and Facts About Social Security |
Nov 10, 2005 |
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Myth: Social Security will provide most of the income you need in retirement
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Protect Yourself Against Identity Theft |
Nov 10, 2005 |
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Whether they're snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they're out to get you. Who are they? Identity thieves.
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Recovering From Identity Theft |
Nov 10, 2005 |
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You've read about it, but you never thought
it would happen to you.
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Planning for Incapacity |
Nov 10, 2005 |
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What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs?
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Reaching Retirement - Now What? |
Nov 10, 2005 |
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You've worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived!
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Saving for Retirement |
Nov 10, 2005 |
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Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved.
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Setting and Targeting Investment Goals |
Nov 10, 2005 |
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Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to
buy a house, send your child to college, or retire.
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The Alternative Minimum Tax (AMT) |
Nov 10, 2005 |
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If you aren't already familiar with the individual alternative minimum tax (AMT), there's a good chance that you soon will
be.
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The Benefits of Tax-Advantaged Savings Vehicles |
Nov 10, 2005 |
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Taxes can take a big bite out of your total investment returns, so it's helpful to look for tax-advantaged strategies when building a portfolio.
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Trust Basics |
Nov 10, 2005 |
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Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish
your estate planning goals.
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Asset Protection |
Nov 10, 2005 |
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Lawsuits, taxes, accidents, and other financial risks are facts of everyday life. And though you'd like to believe that you're safe, misfortune can befall even the most careful person.
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Private Family Foundation |
Nov 10, 2005 |
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A private family foundation is a legal entity created, funded, and operated by a single family for the primary purpose of making grants to charities.
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All About IRAs |
Nov 10, 2005 |
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An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits.
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Estate Tax Repeal - Update |
Nov 10, 2005 |
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The Economic Growth and Tax Relief Reconciliation Act of 2001 gradually phases out the federal estate tax until its complete repeal in 2010.
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Dynasty Trust |
Nov 10, 2005 |
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The Economic Growth and Tax Relief Reconciliation Act of 2001 gradually phases out the federal estate tax until its complete repeal in 2010.
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Caring for an Aging Parent |
Nov 10, 2005 |
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Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about.
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