• Planning Articles

    Review timely articles on a variety of financial planning topics providing helpful information to you and your family.


  • 2011

    June: Buying Your First Home

    May: Financing Higher Education: College Loans

    April: Four Steps to Help Survive Economic Uncertainty

    March: Managing Cash Flow in Retirement

    February: If Rates are Headed Up, Should You Refinance Now?

    January: A One-Year Checklist to Retirement


  • 2010

    December: With Premiums Increasing and a Major Carrier Exiting the Market, Should You Still Consider LTC Insurance?

    November: 10 Things You Must Do to Baby-Proof Your Finances

    October: Ten Things to Know and Ask about Long-Term Care Insurance

    September: Top 5 Money Decision to make in Divorce

    August: The Do's and Don'ts of passing Down Vaction Property to Family

    July: Keeping Your Credit Score Healthy

    June: Planning for a Child's Private School Education

    May: Ways to Analyze Charities and Give Smarter

    April: What to Know and Ask About Disability Insurance

    March: When Doing Your Own Taxes Makes Sense...and When it Doesn't

    February: Should you be a Borrower or Lender? The Return of the Personal Loan

    January: How to Get 2010 Off to a Great Financial Start


  • 2009

    December: How Late-Life Marriages and Remarriages Require Unique Financial Planning

    November: A Primer on Medicare and Medigap Coverage

    October: Even in Tough Times, Grandparents Can Still Help Their Grandkids Get a Good Financial Start

    September: Affording a Pet - Ways to Plan and Save

    August: Reverse Mortgages – What Should You and Your Parents Know Before Applying?

    July: Even When a Spouse Dies, Debt Lives On

    June: A To-Do List for Settling an Estate


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