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July 2007

• Whether You Choose Credit Counseling or are Ordered to Attend, Check out the Agency First
• Don't Wait for a Layoff to Plan for One
• Going to the Hospital? Prepare Financially as well as Medically

June 2007

• Thinking of Buying Your First Home or Refinancing? Here's How to Improve Your Credit Before You Apply
• Your First Job Can Be the First Great Move in Your Financial Life
• Prevent Financial Fireworks This 4th - Do a Midyear Financial Checkup

May 2007

• Make Sure Your Travel Insurance is a Real Safety Net
• Singles and Unmarried Couples Require Their Own Financial Planning Structure PJust Mailed Your Check to Uncle Sam? Get a Jump on Your '07 Taxes Now

April 2007

• Taking The Plunge: Affording Your Big Summer Dreams
• Getting Your Kids Ready For Their First Summer Job
• Paying For Wedding Bells: Is the Big Party Worth A Solid Financial Start?

March 2007

• April Fools! Can You Spot the Financial Myths on This List?
• When Doing Your Own Taxes Makes Sense...And When it Doesn't
• Retirement 101: As Tax Dealine Approaches, Make Sure You Know All Your Retirement Contribution Options

February 2007

• Smart Retirement Moves to Make - or Start - By April 17th
• In Honor of Valentine's Day: A Money Quiz for You and Your Sweetheart
• How to Keep Your Teen's Car Insurance Rates as Low as Possible

January 2007

• Put Your Credit Resolutions in Motion for the New Year
• As the New Year Begins, Make Sure You're Not Making Mistakes With Your 401(k)
• Happy New Year - Put These Dates on Your Financial Calendar

December 2006

• What Are Exchange-traded Funds and How Do They Work?
• Yours, Mine and Ours: Stepfamily Finances Require Plenty of Planning
• Tax Tips to Consider as 2006 Winds Down

November 2006

• Thinking About an Indexed Annuity? Take the Time to Understand them First
• Planning the Maximum: Retirement Contribution Limits in 2006 and 2007
• Returning Military Need to Plan A Financial Re-entry to Everyday Life

October 2006

• Felt the Pinch From Your Adjustable Rate Mortgage Yet? Be Ready for the Moment You Will
• A 529 Primer: A Tax-Advantaged College Savings Option Just Got Better
• Get Ready for 401(k) Retirement Advice at Work, But Be Prepared to Ask Questions

September 2006

• As Open Enrollment Approaches, Do a Benefit Checkup
• Rewind: If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family, What Would You Do?
• How to Un-Retire: Planning a Post-Retirement Move Back to the Workplace

August 2006

• College Planning in the Wake of New Tax Laws
• Navigating Interest Rates, Inflation, and the Economy
• The Correct Way to Use Lifecycle Mutual Funds

July 2006

• Converstion of an IRA to a Roth IRA Needs Careful Study
• Getting the Kids Involved in Saving for College
• Start a New Summer Tradition: the Mid-Year Financial Checkup

June 2006

• Getting Started with ETFs
• About that Dream Vacation Home...
• Taking Responsibility for Retirement:  How Today's Scary Headlines Can Help Your Retirement Plan

May 2006

• The Importance of an Annual Financial Checkup
• Financial Education for Minorities
• The Truth About Small Business Succession Planning

March 2006

• The Perplexing World of Social Security and Earnings in Retirement
• The Return of Uncle Sam's 30-Year Bond
• The Trials and Tribulations of Measuring and Comparing Investment Performance

February 2006

• Top Ways You Can Prevent Identity Theft
• Financial Planning for Newlyweds and Those Marrying Again
• How to Plan Your Dream Vacation Without Ignoring Your Financial Goals

January 2006

• Caring for Elderly Loved Ones From Afar
• Evaluating the Need for Insurance in Retirement
• Navigating the Federal and State Estate Tax Maze

December 2005

• Equity-Indexed Annuities Demystified
• Financial Planning for Life
• Making (and Keeping) Investment Portfolio and Financial Planning Resolutions for 2006

November 2005

• A Primer on Charitable Donations
• Rules for Hiring Family Members
• Year-end Tax Planning Tips

October 2005

• A Primer on the National Savings Rate
• Preparing for the New Medicare Drug Benefit
• Tips on Filing Homeowners Insurance Claims

September 2005

• A Primer on Living Benefits
• Exploring Identity Theft
• Understanding the New Roth 401k

August 2005

• Investment Policy Statements for Trusts
• Preparing Financially for Disaster
• Pros and Cons of Prepaying Your Funeral

July 2005

• Add Prenuptial Agreements to Your Wedding Plans
• New Bankruptcy Law Protects IRAs
• Should You Consider a Health Savings Account?

June 2005

• Financial Mistakes to Avoid in Divorce Settlement
• Large IRAs Not Fully Protected From Bankruptcy or Lawsuit Seizure
• Time For a Mid-Year Financial Checkup

May 2005

• Climb a Bond Ladder as Interest Rates Rise
• Do You Know Where Your IRA Beneficiary Forms Are?
• Family Meetings Can Help Pass on Family Assets

April 2005

• Tips for Financially Helping Your Children
• Combination LTC Policies
• Are Your Old Savings Bonds Still Earning Interest?

March 2005

• Do You Know What Your CPI Is
• Go Easy on Home Equity Loans
• How to Avoid a Medical Financial Disaster

February 2005

• Insurance for Early Retirees
• 403b Plans Wave of Future
• IRS Eases Retirement Acct Rollover Nightmares

January 2005

• Financing Alternatives for Small Business
• What is the Real Reason You Should Invest?
• Will Social Security Payments Be Smaller?

December 2004

• FLPs With Business Purpose More Likely to Pass IRS Muster
• Roth Conversions Become More Attractive for Retirees
• Term Life Insurance that May Pay Back Your Premiums

November 2004

• Important to Read IRA Custodian Agreement
• Letter of Instructions Benefits Heirs and You
• Myths Deter Students from Applying for Financial Aid

October 2004

• Insurance for Young Adults
• Preplanning Your Funeral Saves Loved One's Stress and Money
• Should You Stay in Your Old 401k or Roll It Over Into an IRA

September 2004

• Bank Loan Funds a Hedge Amid Rising Interest Rates
• How to Cut Your Insurance Costs
• Investment Options for Funding College Education
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August 2004

• Inheriting IRAs a Tricky Process
• Should You Consider Investing in Commodities
• Winning the Lottery or a Pension - One Lump or Many

July 2004

• Choosing Best Small Business Structure Tougher Choice These Days
• Five Key Cost Factors to Consider When Buying LTC Policy
• Start Planning Now to Avoid Dreaded AMT

June 2004

• 6 Ways to Avoid the Financial Potholes of Life
• How to Avoid Financial Sick Bed in Retirement
• Protecting Your Home Amid Rising Interest Rates
• Retirement Plans for the Small Business Owner and the Self-Employed
• Should You Go Private With an Annuity
• Small Business Owners Should Be Cautious - Life Ins in Ret Plans

May 2004

• Do You Have Too Many or Too Few Retirement Accounts
• Financial Tips for Families of Activated Military Personnel
• What to Do if Your Ship Doesn't Come in
• How Grandparents Can Help Pay for Education
• Treasury Bonds for Inflationary Times
• Use Caution if Exchanging Variable Annuities

April 2004

• ABCs of the B-Share Blues
• Do You Know Where Your Beneficiaries Are
• Financial Warning Signs Your Elderly Parents Need Help
• Key Factors to Look For When Leasing a Vehicle
• Should You Be Investing Overseas
• 8 Ways to Protect Your IRA Plans

March 2004

• 8 Ways to Spend Your Tax Refund
• How to Break the Paycheck-to-Paycheck Treadmill
• How to Make the Most of Your 401k Plan
• Is Franchising a Good Investment for You
• What to Look For in an Income-Protection Insurance Policy
• Why You Need a Durable Power of Attorney

February 2004

• Do Not Overlook These College Education Tax Deductions
• Are You Asking the Right Questions About Retirement
• Should You Sign Up for the New Health Savings Account
• How the Falling Dollar May Fall On Your Finances
• Is Your Investment Portfolio Off-Balance?
• New Real Estate Exchange Vehicle for Small Investors

January 2004

• Have You Learned Your Investing Lessons?
• How to Handle the Challenges of Being an Estate Executor
• Making Your Own Health Care Decisions When You Can