2007 Newsletters

December 2007

• Year-End Gifting Tax Tips
• Capital Gains: A Double-Edged Sword at Tax Time
• Income in Retirement
• How convenient are credit card convenience checks?

November 2007

• 2007 Year-End Tax Planning Considerations
• The Power of Dividends in a Portfolio
• Combining Term and Permanent Life Insurance
• Does Uncle Sam tax my child's college scholarship?

October 2007

• "Kiddie Tax" Rules: The College Years
• Absolute Return Investing: Aiming for Market Independence
• Do You Need More Liability Protection?
• What's a self-directed IRA?

September 2007

• Health Savings Accounts for Early Retirees
• The Power of a Dynasty Trust
• Putting Working Capital to Work
• Two-career couples--who should retire first?

August 2007

• How Much Annual Income Can Your Retirement Portfolio Provide?
• How Long Will You Live? And Why Does It Matter?
• Grandparents Help with Ever-Rising College Costs
• What are convertible preferred shares of stock?

July 2007

• Strategies for Handling Market Volatility
• Inheriting a 401(k) Plan Account
• Understanding the Alternative Minimum Tax (AMT)
• My home is worth a lot more than I originally paid for it. Does this affect my homeowners insurance?

June 2007

• Paying for Graduate School
• Beyond 401(k)s and IRAs
• Solving the Pension Payment Puzzle
• How can I protect the personal items in my car?

May 2007

• More Young Adults Staying on Family Health Plans
• Investing Overseas BRIC by BRIC
• Estate Tax Repeal: Ramifications and Outlook
• Should I lend money to a family member?

April 2007

• Making Sense of Stock Performance Benchmarks
• Money for Your Life: Determining Your Life Insurance Need
• When Will You Retire?
• When should I receive my federal tax refund?

March 2007

• Should You Be a Personal Representative?
• Monte Carlo Analysis: The Basics
• Tax Tips for Business Travelers
• Can I deduct losses incurred in my IRA?

February 2007

• Hybrid Cars: Being Green May Take More Green
• Retirement: Does Your Game Plan Need a Second Look?
• Common Types of Trusts
• What is the timeline for federal financial aid?

January 2007

• Look at What's New for 2007
• The Most (and Least) Tax-Friendly States for Individuals
• Successful Investors' Strategies and How You Can Apply Them
• Is it too late to make an IRA contribution for 2006?