2009 Newsletters

December 2009

• 2009 Legislation in Review
• Retirement: Does Your Withdrawal Strategy Need a Second Look?
• Retirement Issues to Watch in 2010
• What is job-loss insurance?

November 2009

• Time to Consider Year-End Investment Moves
• What to Do When Layoffs Loom
• 2009 Year-End Tax Planning Considerations
• What is a Build America Bond (BAB)?

October 2009

• Protect Yourself from Investment Scamsters
• Finding the Right Financial Professional
• Health Insurance After a Job Loss
• Should I lay off employees from my small business?

September 2009

• Is "Buy and Hold" Dead?
• Roth IRA Conversions in 2010: Goodbye, Income Limits!
• Homeward Bound: Investing in the American Dream
• What health insurance options do college students have?

August 2009

• Social Security: What Does the Future Hold?
• More Drops in the Higher Education Bucket
• Getting to Yes Despite Investing Differences
• Can creditors reach my 401(k) plan account?

July 2009

• Changing Jobs? Take Your 401(k) and...Roll It!
• Refinancing Your Mortgage: Is it Worthwhile?
• Estate Planning Opportunities in a Down Market
• How can I diversify in a difficult market?

June 2009

• Social Security: Late Retirement Boosts Benefits
• Estate Planning for a Second Marriage
• Going to Graduate School: Ways to Pay
• What tax credits are available for making homes more energy efficient?

May 2009

• A Small Business Plan for Uncertain Times
• Investing in a Low Interest Rate Environment
• Charitably Inclined? The Income Tax Benefits of Giving
• Can I open a 529 account in anticipation of my future grandchild?

April 2009

• Writing Off Worthless Securities on Your Taxes
• IRAs and 401(k) Plans: Four Strategies in a Declining Market
• Longevity Insurance
• Is it possible to accidentally disinherit my heirs?

March 2009

• Will the Estate Tax Stay Repealed for 2010?
• 2008 Tax Filing Season: New and Noteworthy
• What You Don't Know Can Hurt You
• How much of your company's stock should you hold?

February 2009

• Tax-Friendly States for Retirees
• Retirement Plan and IRA Limits for 2009
• College Costs: Increases and Trends
• How can I insure an engagement ring?

January 2009

• The Higher Education Opportunity Act
• Federal Protection for Bank Deposits
• Rethinking Your Retirement Game Plan
• Is my brokerage account protected?