Archive for the ‘Financial Planning Focus’ Category

Financial Planning Focus – First Quarter 2012

Thursday, March 1st, 2012

Articles in this issue: Managing Student Loans, The 411 on Roth 401(k) Plans, Overview of Education Savings Options, Spotlight on Our Professional Network:Lending for the Self-Employed

Posted in Featured, Financial Planning Focus

Financial Planning Focus – Fourth Quarter 2011

Thursday, December 1st, 2011

Articles in this issue: The New Consumer: Permanent or Temporary? Changes to Expect with Your Form 1099-B, Record Retention,Market Insight—Jeremy Grantham of GMO

Posted in Featured, Financial Planning Focus

Financial Planning Focus – Third Quarter 2011

Wednesday, September 7th, 2011

Articles in this issue: Index Funds versus Active Mutual Funds, Callable Bonds, Special State Bond Rating Update, Investment Changes to the VEST 529 Plan, The Changing Retirement Plan Landscape

Posted in Financial Planning Focus

Financial Planning Focus – Second Quarter 2011

Friday, June 10th, 2011

Articles in this issue: Surprising Winner—Mid Cap Stocks, End at the Start: Developing an Exit Strategy for Your Business, Do You Have the Proper Beneficiary Designations? Preventing Identity Theft

Posted in Financial Planning Focus

Financial Planning Focus – First Quarter 2011

Wednesday, April 6th, 2011

Articles In This Issue: “New” Cost Basis Reporting, Charitable Trusts Offer Multiple Benefits, Stock Option Planning, Client Question: Using RMDs for charitable Gifting

Posted in Financial Planning Focus

Financial Planning Focus – Fourth Quarter 2010

Wednesday, January 12th, 2011

Articles in this issue: The New Rules of Personal Finance, The Threshold Generation, The Complex Topic of Variable Annuities, What the Tax Picture Might Look Like in 2011

Posted in Financial Planning Focus

Financial Planning Focus – Third Quarter 2010

Friday, October 1st, 2010

Articles in this issue: Financial Regulation Roundup, Business Valuation: The Basics and the Benefits, Investing for Growth and Social Values, Is Your Property Tax Too High?

Posted in Financial Planning Focus

Financial Planning Focus – Second Quarter 2010

Wednesday, June 30th, 2010

Artilces in this issue: Buying Bonds—Understanding Premium Bonds, The Rise, Risk and Return of REITS, Donor Advised Funds—A Charitable Trend, Planning for Tax Law Changes

Posted in Financial Planning Focus

Financial Planning Focus – First Quarter 2010

Monday, March 1st, 2010

Articles in this issue: How Investor Behavior Impacts Returns, The Importance of Proxy Voting, Estate Taxes in 2010 and Beyond, Mdediare and Health Insurance after Age 65, Client Question—Referrals and Privacy

Posted in Financial Planning Focus

Financial Planning Focus – Fourth Quarter 2009

Thursday, December 31st, 2009

Articles in this issue: Holiday Newsletter Includes: Federal Tax Legislation Roundup, Saving Through the Ages, End-of-Year Notifications, Fiduciary Standards, Don’t Fall Fictim to Fraudulent Money Scams, Client Question – Tax Implications for Paying Family Member’s Education Expenses

Posted in Financial Planning Focus