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December 2011 Client Newsletter

Document Library

Name		Description
	How Much Will That Little Bundle of Joy Cost You?	How Much Will That Little Bundle of Joy Cost You? Try $163,000
	FAQs for Near-Retirees	FAQs for Near-Retirees
	Getting Ready for Tax Season	Getting Ready for Tax Season: Changes for 2012
	Searching for Value in a Down Market	Searching for Value in a Down Market

November 2011 Client Newsletter

Document Library

Name		Description
	"Full Nest" Finances: Considerations When Supporting Adult Children	Considerations When Supporting Adult Children
	Does It Pay to Pay Off Your Mortgage?	Does It Pay to Pay Off Your Mortgage?
	How Closely Correlated Is Your Portfolio?	How Closely Correlated Is Your Portfolio?
	Stay or Roll Over? What to Do With Your Old Retirement Accounts?	What to Do With Your Old Retirement Accounts

October 2011 Client Newsletter

Document Library

Name		Description
	What You Need to Know About Currency Risk	What You Need to Know About Currency Risk
	Do You Have Enough Disability Insurance?	Do You Have Enough Disability Insurance?
	The Pros and Cons of Health Savings Accounts	The Pros and Cons of Health Savings Accounts
	Heightened Volatility: The New Normal?	Heightened Volatility: The New Normal?

September 2011 Client Newsletter

Document Library

Name		Description
	How Do You Know When It's Time to Sell?	How Do You Know When It's Time to Sell?
	When Should You Collect Social Security?	When Should You Collect Social Security?
	Understanding Employee Stock Option Plans	Understanding Employee Stock Option Plans
	Three Keys to Surviving Market Turbulence	Three Keys to Surviving Market Turbulence

August 2011 Client Newsletter

Document Library

Name		Description
	A New World Order: Investing Internationally	A New World Order: Investing Internationally
	The Three-Step Retirement Plan Tune-Up	The Three-Step Retirement Plan Tune-Up
	Be a Good Financial Role Model for Your Child	How to Be a Good Financial Role Model for Your Child
	Remodeling Your Home: Is It Worth the Cost?	Remodeling Your Home: Is It Worth the Cost?

July 2011 Client Newsletter

Document Library

Name		Description
	Four Tips for Improving Your Credit Score	Four Tips for Improving Your Credit Score
	Taking Required Distributions From Your Retirement Plan	Taking Required Distributions From Your Retirement Plan
	Should You Prep Your Portfolio for Inflation?	Should You Prep Your Portfolio for Inflation?
	ARMs Making a Comeback	ARMs Making a Comeback

June 2011 Client Newsletter

Document Library

Name		Description
	Rollover IRAs Offer a Wide Range of Benefits	Rollover IRAs Offer a Wide Range of Benefits
	The Pros and Cons of Custodial Accounts	The Pros and Cons of Custodial Accounts
	New CDs Could Offer Advantages	New CDs Could Offer Advantages if Interest Rates Rise
	Understanding 529 Plan Distributions	Understanding 529 Plan Distributions

May 2011 Client Newsletter

Document Library

Name		Description
	Calculating Your Retirement Needs	Calculating Your Retirement Needs
	Retirement Planning Strategy for Couples	Three-Step Retirement Planning Strategy for Couples
	Financial Confidence a Concern for Women	Financial Confidence a Chief Concern for Women
	Fees: A Glossary of Key Terms	Understanding Plan and Investment Fees: A Glossary of Key Terms

April 2011 Client Newsletter

Document Library

Name		Description
	Three Steps to Help Save for Short-Term Goals	Three Steps to Help Save for Short-Term Goals
	Four Risks to Your Retirement Future	Four Risks to Your Retirement Future
	Money Market Funds: A Port in the Storm?	Money Market Funds: A Port in the Storm?
	Navigating Medicare and Medigap	Navigating Medicare and Medigap

March 2011 Client Newsletter

Document Library

Name		Description
	The Sum of Oil Fears	Standard & Poor's Economic Report: The Sum of Oil Fears
	Four Tips for Tax Smart Investing	Four Tips for Tax Smart Investing
	Make an IRA Part of Your Planning Strategy	Five Reasons to Make an IRA Part of Your Planning Strategy
	How Much Life Insurance Do You Need?	How Much Life Insurance Do You Need?

February 2011 Client Newsletter

Document Library

Name		Description
	New Fee Disclosure Rules Help Make Costs More Transparent	New Fee Disclosure Rules Help Make Costs More Transparent
	Simple Steps to Help Reduce Credit Card Debt	Simple Steps to Help Reduce Credit Card Debt
	Estate Planning: The Rules Change Again	Estate Planning: The Rules Change Again
	Government to Help Americans Pay for LTC Costs	Government Stepping In to Help Americans Pay for LTC Costs

January 2011 Client Newsletter

Document Library

Name		Description
	A One-Year Checklist to Retirement	A One-Year Checklist to Retirement
	Financial Planning for Military Personnel and Their Families	Essential Financial Planning for Returning or Deploying Military Personnel and Their Families
	If Rates Are Heading Up, Should You Refinance Now?	If Rates Are Heading Up, Should You Refinance Now?
	Buying Used is Smart in Any Economy	Buying Used is Smart in Any Economy

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