| Date | Category | Title | Description |
| 9/7/2010 | General Planning | Keeping an Eye on Loan Repayment as Your Child Graduates College | Your child's graduation from college is a great time to reflect proudly on his or her accomplishments. It's also time to consider any outstanding loans that were taken out to fund your child's education. |
| 9/7/2010 | General Planning | What You Need to Know About the Financial Reform Act | President Obama signed the Wall Street Reform and Consumer Protection Act (i.e., the Financial Reform Act) into law on July 21, 2010. This new financial regulatory legislation hopes to shore up our financial system and promote growth in the U.S. market by |
| 8/4/2010 | Retirement Planning | Retirement Checklist: 5 Steps to Help You Get Back on Track | Although the painful recession may be in our rearview mirror, the aftermath may have you concerned that you won't have enough money to retire when the time comes. |
| 7/6/2010 | Accumulation | Bulls Vs. Bears: A Look at Both Sides of the Current Environment | Historically, equity markets have often mirrored the calm and lazy pace of summer, but this year investors seem to have their eyes fixed on the dark clouds of summer storms. |
| 5/3/2010 | Accumulation | Investing in Your Values | You're likely aware of how specific investments in your portfolio relate to your overall financial goals. But did you know that your investments can also reflect your personal values? |
| 4/7/2010 | General Planning | How Does Health Care Reform Impact You? | The recently passed Health Care Reform Act has made waves on Capitol Hill—and spawned a veritable frenzy in the media—but you still may be left scratching your head as to how the changes impact you. |
| 2/23/2010 | Taxation | Be Alert to Internet Scams During Tax Season | One mistake you don't want to make, though, is to fall victim to an Internet scam, which could lead to the loss of money or even your identity. |
| 1/13/2010 | Retirement Planning | The Secret About Social Security | Many people believe that once they hit age 62, they should begin receiving social security benefits. Others have been advised to wait as long as possible before drawing distributions. |
| 12/14/2009 | Taxation | Year-End Planning Can Take the Bite Out of Future Tax Bills | As the close of the year approaches, many of us are likely too preoccupied with holiday plans to think about taxes. But if you resolve to do some legwork now, you may find a simplified New Year to be among the greatest gifts you receive. |
| 11/3/2009 | Retirement Planning | New Rules for Roth IRAs May Pave the Way for a Smoother Retirement | Beginning January 1, 2010, the $100,000 modified adjusted gross incomes (MAGI) limit will be eliminated, permitting individuals who were previously barred from doing so to convert to a Roth IRA. |
| 11/3/2009 | Risk Management | Identity Theft: "Deter. Detect. Defend." | Identity theft affects 10 million people in the United States every year. The Federal Trade Commission (FTC) has launched a campaign called "Deter. Detect. Defend." to provide resources to combat identity theft. |
| 9/8/2009 | Estate Planning | What's in a Name? | Shakespearian references aside, a whole lot lies in a name when that name belongs to the beneficiary of your assets. |
| 9/8/2009 | Risk Management | Is Your Income Protected? | You may have considered what would happen if you were downsized, but perhaps you've neglected to plan for what could happen if you become disabled. |
| 9/8/2009 | Accumulation | Good News for Recent and Potential First-Time Homebuyers | If you purchased a home recently or are contemplating purchasing a home in the next few months, you likely know many of the benefits of homeownership, including the possibility for tax savings. |
| 5/20/2009 | Risk Management | The Ponzi Scheme: An Old Con That's Making News | In light of the media storm generated by the Bernard Madoff scandal, we've been hearing a lot about Ponzi schemes. But aside from knowing that these events aren't good news, many people don't really understand what a Ponzi scheme is and, more importantly. |
| 4/21/2009 | Risk Management | Being Proactive During Challenging Financial Times | Whether you are starting to build a nest egg, or are close to retirement, your investments have likely been impacted by negative market performance. |
| 3/17/2009 | Taxation | You've Been Downsized. Now What? | As unemployment figures have risen during the recent downturn, have you found yourself wondering, "What would I do if I lost my job?" |
| 2/18/2009 | Risk Management | Making Sense of Your Dollars and Cents with Budgeting | With the recent economic downturn, many individuals are paying greater attention to their bottom line...creating a budget can shed light on your financial situation. |
| 11/6/2008 | Risk Management | Deciphering a Bear Market | The threat of recession in the U.S. and abroad continues to be a topic in the news. What's important to remember is that media pundits and even economists are not clairvoyant—they can't tell us what the future holds. |
| 9/25/2008 | Accumulation | Investing in a Green Future | If you're still managing finances the old-fashioned way, you could be missing an important opportunity to invest in the future of the planet. |
| 9/3/2008 | Risk Management | What to Do in an Economic Slowdown | A recession is defined as two consecutive quarters in which gross domestic product (GDP) growth is negative. What are some effects of the downturn on the consumer and what can be done to combat them? |
