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December 2010 Client Newsletter

Document Library

Name		Description
	Tax Planning for 2010 Down to the Wire	Tax Planning for 2010 Down to the Wire
	Getting Ready to Sell Your House	Getting Ready to Sell Your House
	Should You Still Consider LTC Insurance?	With Premiums Increasing and a Major Carrier Exiting the Market, Should You Still Consider LTC Insurance?
	What’s Your Risk Tolerance?	What’s Your Risk Tolerance?

November 2010 Client Newsletter

Document Library

Name		Description
	Baby-Proof Your Finances	10 Things You Must Do to Baby-Proof Your Finances
	Financial Issues for Long-Distance Caregivers	Financial Issues for Long-Distance Caregivers
	Control What You’ll Spend on a Funeral	Ways to Control What You’ll Spend on a Funeral
	Paying Extra on Your Monthly Mortgage	Is Paying Extra on Your Monthly Mortgage Always a Good Idea?

October 2010 Client Newsletter

Document Library

Name		Description
	Creating a Personal Disaster Plan	Creating a Personal Disaster Plan for Your Home, Your Loved Ones and Your Finances
	Ten Things to Know – and Ask -- About Long-Term Care Insurance	Ten Things to Know – and Ask -- About Long-Term Care Insurance
	Renovating Smart in 2010	Renovating Smart in 2010: Looking for Tax Breaks, Anticipating What Will Bring Value in the Future
	Why Give College Students the Gift of Professional Financial Planning	Why Parents Should Give Their College Students the Gift of Professional Financial Planning

September 2010 Client Newsletter

Document Library

Name		Description
	Review and Improve Your Retirement Holdings	The Smart Way to Review -- and Improve -- Your Retirement Holdings
	Things You Need to Teach Kids About Money	The Top 5 Things You Need to Teach Kids About Money
	Financial Planning for Special-Needs Kids	The Need for Financial Planning for Special-Needs Kids
	Money Decisions to make in Divorce	Top 5 Money Decisions to make in Divorce

August 2010 Client Newsletter

Document Library

Name		Description
	Planning Home-Based Care for an Elderly Relative	The First Steps in Planning Home-Based Care for an Elderly Relative
	Medical Tourism: What You Should Know	Medical Tourism: What You Should Know
	Why It’s Important To Take an Interest in Retirement Plan Fees	Why It’s Important To Take an Interest in Retirement Plan Fees Again…Or For the First Time
	Passing Down Vacation Property to Family	The Do’s and Don’ts of Passing Down Vacation Property to Family

July 2010 Client Newsletter

Document Library

Name		Description
	The 4 Percent Rule -- What to Withdraw from Your Retirement Fund?	The 4 Percent Rule -- What is the Right Amount to Withdraw from Your Retirement Fund Each Year?
	Some Annuities Offer a Way to Pay for Long-Term Care	Some Annuities Offer a Way to Pay for Long-Term Care
	A Midyear Financial Checkup Can Make For a Smarter Second Half	A Midyear Financial Checkup Can Make For a Smarter Second Half
	Keeping Your Credit Score Healthy	Keeping Your Credit Score Healthy

June 2010 Client Newsletter

Document Library

Name		Description
	Family Mission Statement Can Help Any Family Manage	A Family Mission Statement Can Help Any Family Manage Assets, Philanthropy, and Direction
	How Personality Traits Affect Financial Planning	How Personality Traits Affect Financial Planning
	Planning for a Child’s Private School Education	Planning for a Child’s Private School Education
	Feel Like Un-Retiring? How to Prepare	Feel Like Un-Retiring? How to Prepare

May 2010 Client Newsletter

Document Library

Name		Description
	Annuities - Reviewing The Basics	As Annuities Get Attention In Washington, It's Worth Reviewing The Basics
	2010 is the Year You Should Pay Attention to Your Estate Plan	Why 2010 is the Year You Should Pay Closer Attention to Your Estate Plan
	Ways to Analyze Charities and Give Smarter	Ways to Analyze Charities and Give Smarter
	How Much Term Life Insurance Should You Buy?	How Much Term Life Insurance Should You Buy?

April 2010 Client Newsletter

Document Library

Name		Description
	Moving Toward A No-Debt Lifestyle	Moving Toward A No-Debt Lifestyle: Steps To Consider
	What to Know And Ask About Disability Insurance	What to Know And Ask About Disability Insurance
	The Market For Troubled Homes	Does It Make Sense To Get Into The Market For Troubled Homes?
	Creating Private Low-Cost Reverse Mortgages For Parents	Adult Children With Nest-Eggs Can Create Private Low-Cost Reverse Mortgages For Their Parents
	Retirement Income Planning Worksheet	Retirement Income Planning Worksheet

March 2010 Client Newsletter

Document Library

Name		Description
	New Careers After Age 50	New Careers After Age 50 - Where The Jobs Are, How To Spruce Up Your Skills And Ready Your Finances For The Change
	Your Retirement Account Catch-Up Contributions	Ways To Afford Your Retirement Account Catch-Up Contributions
	Stepping In Financially For An Older Relative	Stepping In Financially For An Older Relative At A Time Of Need
	When Doing Your Own Taxes Makes Sense	When Doing Your Own Taxes Makes Sense...And When It Doesn't

February 2010 Client Newsletter

Document Library

Name		Description
	Downsizing: Can Be A Smart Fianacial Move	Downsizing Isn't All About Stuff: It Can Be A Smart Financial Move, Too
	The Return Of The Personal Loan	Should You Be A Borrower Or A Lender? The Return Of The Personal Loan
	Older Relatives And Their Long-Term Care Wishes	Helping Older Relatives Articulate Their Long-Term Care Wishes
	Is A Postnuptial Agreement Right For You?	Love and Money: Is a Postnuptial Agreement Right for You and Your Spouse?

January 2010 Client Newsletter

Document Library

Name		Description
	Get 2010 Off To A Great Start	How To Get 2010 Off To A Great Financial Start
	10 Steps To Take In A Health Crisis	10 Money Steps To Take When Someone In The Family Is Facing A Serious Health Crisis
	10 Ways To Help Your Kid Build An Emergency Fund	10 Ways To Help Your Kid Build A Lifetime Emergency Fund
	Keep An Eye On Your State's Estate And Inheritance Tax	The Federal Death Tax Might Be Taking A Holiday, But Keep An Eye On Your State's Estate and Inheritance Tax Policy

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