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December 2009 Client Newsletter

Document Library

Name		Description
	Importance Of Having Disability Coverage	The Importance Of Having Separate Disability Coverage
	How Personality Affects Financial Decision-Making	How Your Personality Affects Your Financial Decision Making
	Balancing Act: Retirement vs. College	The Balancing Act: Retirement vs. College Savings
	Getting Your Estate In Order	Prep Steps To Getting Your Estate In Order

November 2009 Client Newsletter

Document Library

Name		Description
	Time To Consider That Kiddie Condo	While Real Estate Is Struggling, Now's A Good Time To Consider That Kiddie Condo
	Prepare Now For Moves On The Estate Tax	Prepare Now For Moves On The Estate Tax
	Late-Life Remarriages Require Unique Financial Planning	How Late-Life Marriages And Remarriages Require Unique Financial Planning
	Too Rich For A Roth?	Too Rich For A Roth? In 2010, That's Going To Change

October 2009 Client Newsletter

Document Library

Name		Description
	10 Things To Slash Debt And Spending	10 Things You Can Do Immediately To Slash Debt And Spending
	Considering Entrepreneurship, Business Planning A Necessity	If You're Considering Entrepreneurship At Any Age, Business Planning Is A Necessity
	Grandparents Can Still Help Grandkids Get A Good Financial Start	Even In Tough Times, Grandparents Can Still Help Their Grandkids Get A Good Financial Start
	Primer On Medicare And Medigap	A Primer On Medicare And Medigap Coverage

September 2009 Client Newsletter

Document Library

Name		Description
	401(k) Allocations	Take A Fresh Look At Your 401(k) Allocations
	Thinking Ahead About Inflation?	Thinking Ahead About Inflation? Here Are A Few Ways To Protect Yourself
	Affording A Pet	Affording A Pet - Ways To Save And Plan
	Target Date Funds	Should You Bother With Target Date Funds Anymore?

August 2009 Client Newsletter

Document Library

Name		Description
	Understanding Exchange Traded Funds	Understanding Actively Managed Exchange Traded Funds
	College Freshmen and Roth IRAs	Why Every College Freshman Should Start A Roth IRA
	Reverse Mortgages - What Should You Know?	Reverse Mortgages - What Should You and Your Parents Know Before Applying?
	Getting Ready For The Next Rainy Day	Getting Your Finances Ready For The Next Rainy Day - Or Decade

July 2009 Client Newsletter

Document Library

Name		Description
	Planning For a Second Career Act	What If Your Employer Doesn't Want You To Retire? Planning For a Second - Or Third - Carrer Act
	Dealing With Pay and Benefits Cuts	Dealing With Companywide Pay and Benefits Cuts
	Debt Lives On	Even When a Spouse Dies, Debt Lives On
	Re-setting the Business Exit Plan	Re-setting the Business Exit Plan in a Tough Economy

June 2009 Client Newsletter

Document Library

Name		Description
	Don't Let Economy Threaten Your Retirement	Don't Let Economic Troubles Threaten Your Retirement Plans
	Top 10 Money Decisions for Freshmen	Top 10 Money Decisions for Today's Incoming College Freshman
	To Do List for Settling an Estate	A To Do List for Settling an Estate
	Summertime - Time for a Mid-Year Checkup	It's Summertime - Not a Bad Time for a Mid-Year Financial Checkup

May 2009 Client Newsletter

Document Library

Name		Description
	Rebalancing Your Kid's 529	Be Careful When Rebalancing Your Kid's 529 Plan Allocation
	Starting a Business?	Thinking About Starting A Business? In This Economy, Don't Quit Your Day Job - Start With Good Advice First
	Why Financial Planning Matters	Why Financial Planning Matters in the Toughest of Times
	Preserving the Family Vacation	Preserving the Family Vacation - Top Tips to Keep Spending in Check

April 2009 Client Newsletter

Document Library

Name		Description
	Maintaing Your Credit Score	Why Maintaining Your Credit Score Becomes Even More Important During the Credit Crunch
	Economic Stimulus Plan	How Does the Stimulus Plan Affect You? It's Good to Get Some Advice Now
	Save Money on Health Care	Ways to Save Money on Health Care and Health Insurance In Troubled Times
	Cost-Effective Job Search	Planning a Cost-Effective Job Search

Fall 2008 Client Newsletter

Document Library

Name		Description
	Time to Reassess	Nervous? Time to Reassess - Or Make - A Financial Plan

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Capital Strategies, Inc. � 151 N. Delaware St., Suite 1440 � Indianapolis, IN 46204 � P: 317.262.1700 � F: 317.262.1707

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