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December 2011 Client Newsletter


Document Library

NameDescription
DocumentHow Much Will That Little Bundle of Joy Cost You?How Much Will That Little Bundle of Joy Cost You? Try $163,000
DocumentFAQs for Near-RetireesFAQs for Near-Retirees
DocumentGetting Ready for Tax SeasonGetting Ready for Tax Season: Changes for 2012
DocumentSearching for Value in a Down MarketSearching for Value in a Down Market

November 2011 Client Newsletter


Document Library

NameDescription
Document"Full Nest" Finances: Considerations When Supporting Adult ChildrenConsiderations When Supporting Adult Children
DocumentDoes It Pay to Pay Off Your Mortgage?Does It Pay to Pay Off Your Mortgage?
DocumentHow Closely Correlated Is Your Portfolio?How Closely Correlated Is Your Portfolio?
DocumentStay 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

NameDescription
DocumentWhat You Need to Know About Currency RiskWhat You Need to Know About Currency Risk
DocumentDo You Have Enough Disability Insurance?Do You Have Enough Disability Insurance?
DocumentThe Pros and Cons of Health Savings AccountsThe Pros and Cons of Health Savings Accounts
DocumentHeightened Volatility: The New Normal?Heightened Volatility: The New Normal?

September 2011 Client Newsletter


Document Library

NameDescription
DocumentHow Do You Know When It's Time to Sell?How Do You Know When It's Time to Sell?
DocumentWhen Should You Collect Social Security?When Should You Collect Social Security?
DocumentUnderstanding Employee Stock Option PlansUnderstanding Employee Stock Option Plans
DocumentThree Keys to Surviving Market TurbulenceThree Keys to Surviving Market Turbulence

August 2011 Client Newsletter


Document Library

NameDescription
DocumentA New World Order: Investing InternationallyA New World Order: Investing Internationally
DocumentThe Three-Step Retirement Plan Tune-UpThe Three-Step Retirement Plan Tune-Up
DocumentBe a Good Financial Role Model for Your ChildHow to Be a Good Financial Role Model for Your Child
DocumentRemodeling Your Home: Is It Worth the Cost?Remodeling Your Home: Is It Worth the Cost?

July 2011 Client Newsletter


Document Library

NameDescription
DocumentFour Tips for Improving Your Credit ScoreFour Tips for Improving Your Credit Score
DocumentTaking Required Distributions From Your Retirement PlanTaking Required Distributions From Your Retirement Plan
DocumentShould You Prep Your Portfolio for Inflation?Should You Prep Your Portfolio for Inflation?
DocumentARMs Making a ComebackARMs Making a Comeback

June 2011 Client Newsletter


Document Library

NameDescription
DocumentRollover IRAs Offer a Wide Range of BenefitsRollover IRAs Offer a Wide Range of Benefits
DocumentThe Pros and Cons of Custodial AccountsThe Pros and Cons of Custodial Accounts
DocumentNew CDs Could Offer AdvantagesNew CDs Could Offer Advantages if Interest Rates Rise
DocumentUnderstanding 529 Plan DistributionsUnderstanding 529 Plan Distributions

May 2011 Client Newsletter


Document Library

NameDescription
DocumentCalculating Your Retirement NeedsCalculating Your Retirement Needs
DocumentRetirement Planning Strategy for CouplesThree-Step Retirement Planning Strategy for Couples
DocumentFinancial Confidence a Concern for WomenFinancial Confidence a Chief Concern for Women
DocumentFees: A Glossary of Key TermsUnderstanding Plan and Investment Fees: A Glossary of Key Terms

April 2011 Client Newsletter


Document Library

NameDescription
DocumentThree Steps to Help Save for Short-Term GoalsThree Steps to Help Save for Short-Term Goals
DocumentFour Risks to Your Retirement FutureFour Risks to Your Retirement Future
DocumentMoney Market Funds: A Port in the Storm?Money Market Funds: A Port in the Storm?
DocumentNavigating Medicare and MedigapNavigating Medicare and Medigap

March 2011 Client Newsletter


Document Library

NameDescription
DocumentThe Sum of Oil FearsStandard & Poor's Economic Report: The Sum of Oil Fears
DocumentFour Tips for Tax Smart InvestingFour Tips for Tax Smart Investing
DocumentMake an IRA Part of Your Planning StrategyFive Reasons to Make an IRA Part of Your Planning Strategy
DocumentHow Much Life Insurance Do You Need?How Much Life Insurance Do You Need?

February 2011 Client Newsletter


Document Library

NameDescription
DocumentNew Fee Disclosure Rules Help Make Costs More TransparentNew Fee Disclosure Rules Help Make Costs More Transparent
DocumentSimple Steps to Help Reduce Credit Card DebtSimple Steps to Help Reduce Credit Card Debt
DocumentEstate Planning: The Rules Change AgainEstate Planning: The Rules Change Again
DocumentGovernment to Help Americans Pay for LTC CostsGovernment Stepping In to Help Americans Pay for LTC Costs

January 2011 Client Newsletter


Document Library

NameDescription
DocumentA One-Year Checklist to RetirementA One-Year Checklist to Retirement
DocumentFinancial Planning for Military Personnel and Their FamiliesEssential Financial Planning for Returning or Deploying Military Personnel and Their Families
DocumentIf Rates Are Heading Up, Should You Refinance Now?If Rates Are Heading Up, Should You Refinance Now?
DocumentBuying Used is Smart in Any EconomyBuying Used is Smart in Any Economy
 

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