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Quarterly Update	January, 2008
Quarterly Update	October, 2007
Quarterly Update	July, 2007

July, 2007	A The Best Time For a Business Disater Plan? Before the Disaster Happens Divorce Can Sink Your Health Coverage - What to do First An All Weather Strategy to Real Estate Investing Reverse Mortgages Requires a Close Look
June, 2007	Are Charitable Gift Accounts Right for You Annual Insurance Checkup Can Save You Money Lenders May Give You A Break, But Uncle Sam Might Not Be So Forgiving Thining About Private School For Your Kids, The Earlier You Start!
May, 2007	Adopting a Child Requires a Specific Plan Making Your Employer a Partner In Your Financial Planning Market Volatility Shouldn't Rattle a Good Financial Plan
April, 2007	What Are Exchange Traded Funds and How They Work Losing Your Inheritance to Uncle Sam - Or Others A Getting the Kids Involved is Saving for College
Quarterly Update	April, 2007
March, 2007	Most Americans need to Prepare for Financial Impact of Disability How Bunching Can Preserve Your Right to Itemize Now is The Time to Pick Up Low Cost Life Insurance
February, 2007	Creating an Ethical Will Things to Know Before Filling Your Taxes Using Universal Life Insurance with Secondary Guarantees for Estate Taxes
Quarterly Update	January, 2007
January, 2007	Medicare Provides Preventive Services Getting Fiscally Fit in 2007 Tax relief and Health Care Act of 2006
December, 2006	A Primer on Hedge Funds The Ins and Outs of Mortgages and Refinancing The Ins and Outs of Roth IRA Conversions
October, 2006	A Time and Place for Life Settlements Taxpayers Should get a Head Start on tax planning for 2007 A Guide to Withdrawing Retirement Assets
September, 2006	College Planning in the Wake of New Tax Laws The Correct Way to Use Lifecycle Mutual Funds Navigating Interest Rates, Inflation and the Economy
August, 2006	College Planning in the Wake of New Tax Laws The Correct Way to Use Lifecycle Mutual Funds Navigating Interest Rates, Inflation and the Economy
July, 2006	Gearing up for Life on the RV Trail. ILITS Remain Popular Estate Planning Tool. Primer on the Tax Increase Protection and Reconciliation Act of 2005.
Quarterly Update	June, 2006
June, 2006	About That Dream Vacation Home. Getting Started with ETF's Taking Responsibility for Retirement
May, 2006	Importance of Annual Financial Checkups Financial Education for Minorities The Truth about Small Business Succession Planning
April, 2006	Brave New Financial World For Baby Boomers Alternatives to Traditional Investments New Approach to Selecting a Financial Planner
Quarterly Update	March, 2006
March, 2006	Perplexing World of Social Security and Earnings in Retirement The Return Of Uncle Sam The Trials and Tribulations of Measuring and Comparing Investment Performance
February, 2006	Changes in Store for Medicare and Medicaid Figuring out the Financial Aid Formula Taking Time to Understand the 2006 Tax Changes
January, 2006	Caring for Elderly Loved Ones from Afar Evaluating the Need for Insurance in Retirement Navigating the Federal and State Tax Maze
Quarterly Update	January, 2006
December, 2005	Equity-Indexed Annuities Demystified Making and Keeping Investment Portfolios Financial Planning for Life
November, 2005	Primer on Charitable Donations Rules for Hiring Family Members Year End Tax Planning Tips
October, 2005	Primer on the National Savings Rate Preparing for the New Medicare Drug Benefits Tips on Filing Home Owners Insurance Claims
Quarterly Update	October, 2005
September, 2005	Primer on Living Benefits Exploring Identify Theft Understanding the new Roth 401
August, 2005	Investment Policy Statement for Trusts Preparing Financially for Disaster Pros & Cons of Prepaying For You Funeral
July, 2005	Should You Consider a Health Savings Account? New Bankruptcy laws Protect IRAs. Add Prenuptial Agreements To Your Wedding Plans.
Quarterly Update	July, 2005
June, 2005	Time for a Midyear Financial Checkup Large IRAs Not Fully Protected Financial Mistakes to Avoid in a Divorce Settlement
May, 2005	Do You Know Where You IRA Beneficiary Forms Are? Family Meeting Can Help Pass on Assets. Climb a "Bond Ladder"
April, 2005	Old Savings Bonds, Are They Still Earning Interest? Pros and Cons of Combination Long Term Care Policies. Tips for Financial Helping Your Children, Even When They are Adults. Nightmares
Quarterly Update	April, 2005
March, 2005	Do You Know What Your CPI IS? Go Easy on Home Equity Loans Avoid a Medical Financial Disaster
February, 2005	403(B) Plans Wave of The Future Insurance for Early Retirees IRS Eases Retirement Rollover Nightmares
January, 2005	Financing Alternatives for Small Business The Real Reason you Should Invest Social Security Payments Smaller?
Quarterly Update	January, 2005
December, 2004	FLPs Likely to Pass IRS Muster Roth Conversions More Attractive Term Life insurance May Pay Back
November, 2004	Important IRA Custodial Agreement Letters of Instruction Benefits Myths Applying for Financial Aid
October, 2004	Stay In Your Old 401(k) Preplanning for Funeral Costs Insurance Costs for Young Adults
Quarterly Update	October, 2004
September, 2004	Bank Loan Funds a Hedge? How to Cut Insurance Costs Investment Options for Funding College
August, 2004	Inheriting an IRA A Tricky Process Should you Invest in Commodities? Winning the Lottery, Take Lump Sum?
July, 2004	Choosing Best Small Business Structure 5 key Cost Factors / Long Term Health Care Start Planning - Dreaded Alternative Tax.
Quarterly Update	July, 2004
June, 2004	Older Women's Should You What to do
May, 2004	How Grand Parents Can Help Pay For College Treasury Bonds For Inflationary Times Use Caution / Exchanging Variable Annuities
April, 2004	8 Ways to Protect Your IRA Plans Key Factors To Look For When Leasing a Vehicle Should You Be Investing Over Seas?
Quarterly Update	April, 2004
March, 2004	College Long Term Consider
February, 2004	Disability In IRS, Inheriting
January, 2004	Ready t The Nearing
Quarterly Update	January, 2003
December, 2003	Are Your Dividends Eligible for Lower Tax Rates? Charitable Trusts you Should Know. Time to get Flexible with Flexible Spending Accounts.
November, 2003	Insuring a New Marriage Change Your Retirement Planning? Should You Rush Into Gold?
October, 2003	9 Business Succession Financial Planning For Life Re-Think College Savings, New Tax Act.
Quarterly Update	October, 2003
September, 2003	Private Colleges Offer Prepaid Tuition Review Charitable Giving, In Light of New Tax Act Personal Pension Plan, What to Do If Yours Is In Trouble.
August, 2003	Don't Overlook, Insurance Policies New Breed of Hedge Funds New Tax Act Aids Small Business.
July, 2003	Children not Prepared for Financial World Do you know where your Universal Life Premiums Are? Should You Name A Trust as Beneficiary?
Quarterly Update	July, 2003
June, 2003	Older Women Must Better Prepare For Retirement Years Should You Buy or Lease your next Vehicle What to do with Leftover 529 Plan Funds
May, 2003	13 Estate Planning Terms Investment Policy Statement Pro and Con's of Employers
April, 2003	Unmarried Couples Should Consider Should You Consider Equity Planning for a Retirement Pay Check
Quarterly Update	April, 2003
March, 2003	College Savings Plans for Retirees Long Term Care Insurance Policies Consider Medical Savings Account?
February, 2003	Disability Insurance, how much do you need? IRS, Home Sweet Home Inheriting Wealth? What not to do.
January, 2003	Ready to Retire Early? The New 401 Nearing Retirement?
Quarterly Update	January, 2003
December, 2002	Early Roth IRA Insurance Company Secure One Lump or Many
November, 2002	Dreading you Annual Portfolio Review? Tax ruling, Helps Early Retirees Year End Tax Strategies.
October, 2002	Going Solo with 401K 8 Year End Tax Strategies Tax Issues to Consider
Quarterly Update	October, 2002
August, 2002	Count Down to Retirement Prepaid Tuition Plans Starting a Business
Quarterly Update	July, 2002
July, 2002	IRS Again Splits on Splits The Benefits of Planned Charitable Giving How to Minimize the Increasing Cost of Home Ownership
Quarterly Update	January, 2002
January, 2002	Diversifying Your Portfolio With Real Estate Immediate Fixed Annuities in Troubled Times Ladder Bonds to Prop Up Sagging Interest Income

December, 2001	Diversifying Your Portfolio With Real Estate Immediate Fixed Annuities in Troubled Times Ladder Bonds to Prop Up Sagging Interest Income
November, 2001	Should You Prepay Mortgage in a Down Market? Successfully Managing Money in a Relationship During Tough Times Where to Find Higher-Earning Cash Alternatives
Quarterly Update	October, 2001
October, 2001	Finding the Right Medigap Policy Investing Should Remain Focused on the Long Term New Tax Act Demands Careful Scrutiny of Wills
September, 2001	AMT Likely to Hit More Taxpayers Under the New Tax Act New Rules Affect Executives' Use of Split-Dollar Arrangements Use Reverse Mortgages With Caution
August, 2001	Mutual Fund Labels: What's in a Name? New Tax Act Affects Planning for Small-Business Owners Prepare Now for "New" 2010 Tax on Inherited Property
Quarterly Update	July, 2001
July, 2001	Deciding Whether to Accept an Early-Retirement Offer Estate Tax Changes Require Careful Planning Is the Bear as Bad as He Appears?
June, 2001	New SEC Insider Trading Rules Ease Portfolio Diversification Planning for Financial Hard Times What To Do If Declining Market Has Altered Your Retirement Plan
May, 2001	Everyone - Even the Affluent - Needs to Budget Knowing Net Worth is Key to Managing Your Money Planning for the Extra Long Retirement
Quarterly Update	April, 2001
April, 2001	Don't Depend on Inheritance to Fund Retirement New Minimum Distribution Rules Benefit Beneficiaries Preparing Your Business for the "Big One"
March, 2001	Preparing Financially for a Layoff Saving for Retirement When There's No Time Left When Retirement Dreams Conflict
February, 2001	Investing in Real Estate Through REITs Keeping the Peace Among Your Heirs The Fact & Fiction of Trusts
Quarterly Update	January, 2001
January, 2001	Choosing the Right Type of Real Estate Agent Financial Planning Tools for Disabled Adults The Pros and Cons of Incentive Trusts
December, 2000	Is the Alternative Minimum Tax in Your Future? New Capital Gains Tax Rules Go Into Effect Soon New IRS Rulings May Put More Money in Hands of IRA Beneficiaries
November 2000	At What Age Should You Buy Long-Term Health Care Insurance? Fanny & Ginnie Maes Offer Alternatives to Treasury Securities What To Do With Your Employer Nest Egg
Quarterly Update	October, 2000
October, 2000	Deadlines for Establishing and Funding Retirement Plans for 2000 How to Diversify Your Employer's Stock Staying Awake During the Vacation Home Tax Nightmare
September, 2000	Retirement Decisions For Those Reaching 70 1/2 What To Do If Your Medicare HMO Drops Your Coverage Why You Should Consider Buying Long
August, 2000	Financial Planning Issues for People Living in Two States How Much Money Should You Pass on to Your Kids? Watch Out for Five-Year IRA Rule
Quarterly Update	July, 2000
July, 2000	Deadline Nears for Opening Medical Savings Accounts Don't Overlook Estate Planning Benefits of Roth IRA Investors Scurry for New Benchmark
June, 2000	Low Income Housing Provides Tax Breaks Planning for an Unplanned Retirement Understanding the Odds of Financial Success
Quarterly Update	April, 2000
Quarterly Update	January, 2000
Quarterly Update	October, 1999
Quarterly Update	July, 1999