| Date | Category | Title | Description |
| 1/23/2012 | General Planning | The ABCs of Finance: Tips and Tools for Raising a Smart Investor | By introducing sound financial habits at an early age, you'll give your child a head start on the path to becoming an informed investor. |
| 12/20/2011 | General Planning | New Year's Resolutions: Toning Your Financial Health | It's that time of year when many people set goals in the hope of changing their lives in the year to come. Whatever your plans, you may want to add... |
| 11/28/2011 | General Planning | Preparedness Never Takes a Holiday | As the holiday season gets into full swing, many of us turn our minds to taking time off from work to enjoy time with friends and family...but it's important to remember that our finances still need tending. |
| 10/26/2011 | Accumulation | Unexpected Wealth, Unexpected Challenges | A financial windfall, when handled appropriately, can provide a financial support structure that can last for years to come. Sudden wealth can come from a variety of places... |
| 9/19/2011 | General Planning | Virtual Afterlife: What Happens to Your Online Presence When You Pass Away? | Have you considered what will happen to your Facebook, Twitter, and LinkedIn accounts when you pass away? |
| 8/1/2011 | Accumulation | Saving for College? Here's Why You Should Consider a 529 Plan | Summer is almost over, and many a parent is already preparing for the back-to-school rush. If college is in your children's future, you may also be wondering about the best way to save for this ever-increasing expense. One option is the 529 plan. |
| 6/22/2011 | General Planning | Giving the Gift of Good Financial Advice | Congratulations to all recent college graduates! It's time to jump into the next stage of life. One of the best gifts a graduate can receive is some good financial advice to get him or her started on the right track. |
| 5/12/2011 | Risk Management | Protecting Your Child's Credit | As adults, we know to protect our social security number (SSN) with our lives, but are you watching your child's SSN? |
| 3/29/2011 | General Planning | Spring Cleaning in Your Financial House | Spring has sprung, and now is a great time to clean up your finances. Even if you recently reviewed your finances as you prepared for tax season, there still may be some items that could use attention. |
| 3/1/2011 | Taxation | Chocolate, Lions, and...Taxes | February may be best known as the month when Cupid takes center stage and early March for when the lion comes roaring in, but this time of year is also ideal for getting your tax documentation in order. |
| 2/8/2011 | General Planning | De-Cluttering Your Financial Life | The New Year is upon us, and like many people, you've probably made—or thought about making—some resolutions. "Getting organized" is a common goal... |
| 12/28/2010 | Taxation | Tax Relief Act of 2010 | The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 was signed into law on December 17, 2010. Here's a quick guide to the key provisions... |
| 11/23/2010 | Taxation | Year-End Planning Can Take the Bite Out of Future Tax Bills | There's a reason to put tax planning high on your to-do list this year: The Bush tax cuts are set to expire at the end of 2010, and 2011 taxes could rise to as high as 39.5 percent on income and dividends and 20 percent on capital gains. |
| 10/20/2010 | Business Planning | What Does the Small Business Jobs Act Mean to You? | This act is designed to provide improved access to financing, as well as tax incentives, for small business owners. How might it impact you if you don't own a business?
|
| 9/7/2010 | 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. |
| 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. |
| 6/18/2010 | 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. |
| 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? |
| 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. |
