Upcoming Topics for Financial Notes

February 2008:

• How Long Will You Have to Work?
• Encourage Your Child to Participate
• Undoing a Roth Conversion
• The Basics of Bond Ladders
• Review Beneficiaries Periodically

November 2007:

• Practical Implications of Investment Theory
• Make Conservative Assumptions
• Watch Out for Internet Fraud
• What Is More Important?
• Why Aren't 401(k) Balances Larger?
• Clean Up Your Portfolio

August 2007:

• Moving Gently into Retirement
• Rollovers for Nonspouse Beneficiaries
• Plan for 2010 Roth Conversions
• Don't Underestimate the Value
• Check All Factors before Switching Jobs

May 2007:

• Married Couples and Their Estate Plans
• Using IRA Distributions for Charitable Contributions
• Finding Money to Save
• Before Purchasing That Investment
• Coping with Long-Term-Care Costs
• Make Sure Your Children Have Guardians

February 2007:

• Why Is Asset Allocation Important?
• Assessing Your Risk Tolerance
• Resolving Financial Issues before Marriage
• Money and Happiness
• Check All Factors before Switching Jobs
• Financial Tips for Your Children

November 2006:

• Is Saving 10% Enough?
• The Basics of CRTs
• The Invest vs. Pay Off Debt Decision
• An Aging Population and the Economy
• Tame Your Spending
• Donating Your Vehicle to Charity

August 2006:

• Checking Your Personal Financial Ratios
• The Benefits of Dollar Cost Averaging
• Sticking with Your Strategy
• Do You Really Need an Estate Plan?
• How Much Will Social Security Replace?
• Organizing Your Records for an Emergency

May 2006:

• Make Rebalancing a Habit
• Distributing Assets to Adult Children
• Tips for This Housing Market
• What Are Roth 401(k)s?
• Keep an Eye on Inflation

February 2006:

• Financial Tips for Major Life Events
• Getting Organized for Heirs
• Why You Need an IRA
• Basic Facts about Taxes
• The Basics of Credit Scores

November 2005:

• Bond Strategies for Various Financial Goals
• Teaching Money Lessons
• How Much Do You Need?
• Keep Our Emotions in Check
• Monitor Your Stocks

August 2005:

• Tips to Consider for Your Estate Plan
• Boosting Your 401(k) Plan's Return
• Thinking through a QTIP Trust
• Making Investing Automatic
• Stretching Your Salary

May 2005:

• Tips for Your College Education Fund
• Withdrawing College Funds
• Is a College Degree Worthwhile?
• What about Disability Insurance?
• Cutting Expenses after Retirement

February 2005:

• How Secure Is Social Security?
• Using Diversification to Control Volatility
• Caught in the Middle
• Is an Interest-Only Mortgage for You?
• Working toward Your Financial Goals
• Get Your Spending under Control