2012

January

• Keeping Market Volatitity in Perspective
• Retirement Plan and IRA Limits for 2012
• 2011 Tax Season Considerations
• Ask the Experts
  • With mortgage rates so low, does it make sense to refinance?
  • If I owe more than my home is worth, will I be able to refinance?

2011

December

• Making Financial Resolutions? Look Back at Last Year
• Debt Payoff Strategies
• Q & A on Filing the Federal Financial Aid Application
• Ask the Experts
  • Is a stop limit the same as a stop order?
  • Can a stop-loss order really protect me from losses?

November

• Qualified Charitable Distributions Qualify for RMDs
• How Much Do You Know about Social Security?
• Gift Tax Strategies
• Ask the Experts
  • Will my broker calculate my cost basis for DRP stocks?
  • Are there exceptions to new cost basis reporting rules?

October

• Year-End Planning: The Clock Is Ticking
• Making Benefit Decisions during Open Enrollment
• Factoring Health-Care Costs into Retirement Planning
• Ask the Experts
  • I'm retiring to a state with no income tax. Can my former state tax my retirement benefits?
  • What state tax issues should I consider when deciding where to retire?

September

• Life without Life Insurance
• Do You Need Flood or Earthquake Insurance?
• Could You Handle a Financial Windfall?
• Ask the Experts
  • What happens to my online accounts when I die?
  • How do I include my cyber assets in my estate plan?

August

• Talking to Your Child about College Expectations
• Medicare and Medicaid: Do You Know the Difference?
• All about Indices
• Ask the Experts:
  • I'm buying a laptop online - will I have to pay sales tax?
  • Can I deduct state sales tax on my federal income tax return?
    

July

• Crisis Investing: Keeping Your Head
• Getting an Early Start on Saving for Retirement
• Tax Advantages of Homeownership
• Ask the Experts:
  • Am I eligible for a vetern's pension?
  • What is Aid and Attendance?
    

June

• Mid-Year Tax Considerations
• Deciphering Health Savings Vehicles
• Life Insurance Policy Loans: Tax and Other Implications
• Ask the Experts:
  

May

• Inflation or Deflation: Watching for Warning Signs
• Estate Tax Exemption Is Portable (for Now)
• Don't Be Nickeled-and-Dimed by Account Fees
• Ask the Experts:
  • Can I make charitable contributions from my IRA?
  • Can I name a charity as beneficiary of my IRA?
    
    

April

• Changes Affecting Small Businesses
• Rising Interest Rates: The Downside of Economic Recovery
• Are There Gaps in Your Insurance Coverage?
• What health-care changes become effective in 2011?
• Are some preventive care services free?

March

• Saving for Retirement and a Child's Education at the Same Time
• Are There Gaps in Your Insurance Coverage?
• Rising Interest Rates: The Downside of Economic Recovery
• What health-care changes become effective in 2011?
• Are some preventive care services free?

February

• 1040 Tax Tips
• Are We in a Bond Bubble?
• Retirement Plan and IRA Limits for 2011
• Understanding the math of recovering from losses
• Are you sabotaging your own portfolio?

January

• Five Hot Topics in 2011
• Estate Tax Update
• Fixed Annuities vs. CDs: Is One Better Than the Other?
• Is buying a condo for my college student a good idea?
• I plan to buy my child a condo for off-campus college housing. Is this purchase considered a qualified 529 plan expense?

2010

December

• Paying for Long-Term Care During Retirement
• First Milestones Mark Need for Financial Advice
• Fixed Annuities vs. CDs: Is One Better Than the Other?
• Can I roll over my traditional 401(k) plan distribution to a Roth IRA?
• Can I roll over my Roth 401(k) plan distribution to a Roth IRA?

November

• Federal Estate Tax Update--Inheriting Property in 2010
• Don't Want Your Annuity? You May Be Able To Sell It
• Fixed Annuities vs. CDs: Is One Better Than The Other?
• Can I roll over my traditional 401(k) plan distribution to a Roth IRA?
• Can I roll over my Roth 401(k) plan distribution to a Roth IRA?

October

• Medicare Annual Enrollment Season Is Here
• They're Baaack: RMDs for 2010
• Year-End Investment Planning Is More Challenging in 2010
• What does a stronger dollar mean for my portfolio?

September

• Year-End Tax Planning--Special Concerns for 2010
• How Will Financial Reform Affect You?
• Buy Term and Invest the Difference Isn't Always the Best Strategy
• Will the new health-care law affect my Medicare drug plan?

August

• What You Should Know about Trusteed IRAs
• Ways to Trim College Costs
• Avoiding Probate: Is It Worth It?
• What is a rewards program?

July

• Will You See Higher Tax Rates in 2011?
• Social Security: File-and-Suspend for Higher Benefits
• Using Yield to Evaluate Stocks and Bonds
• How have stocks performed

June

• What You Should Know about Inherited IRAs
• Student Loan Repayment Options
• Rolling GRATs Are Rockin'
• How have stocks performed after a recession?

May

• A Mid-Year Financial Review: More Time to Plan
• Evaluating Risk in Your Portfolio
• How Much Life Insurance is Enough?
• I started a business that lost money this year
  Do I have NOL?

April

• The Sandwich Generation: the Pickle in the Middle
• Understanding Mutual Fund Expense Ratios
• Tax Benefits of Conservation Easements
• Can I buy gold and silver in my IRA?

March

• Key Economic Indicators and What They Mean
• 529 College Savings Plans vs. Roth IRAs
• 10 Financial Terms Everyone Should Know
• What is the premature distribution tax?

February

• How to Double the Power of Your Tax Refund
• College Debt: How Much Is Too Much?
• Special Needs Trusts
• What's an exchange-traded fund?

January

• Four Money Mistakes You Can Learn From
• ARMed and Dangerous?
• Hardship Withdrawals from 401(k) Plans
• What can affect the cost of homeowners insurance?