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- Investing for Keeps - Article Series
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- 03/18/11 - When a 401(k) Just Isn't Enough
- 11/26/10 - Individual Bonds: What The Bond Traders Are Hiding
- 11/26/10 - Seeking Alpha Interview
- 08/06/10 - Socially Responsible Investing: Noble Not Noteworthy
- 06/18/10 - Independent 401(K): A Top Retirement Vehicle For Sole Proprietors
- 01/19/10 - Improving the 401(k)
- 01/19/10 - Structured Notes: Buyer Beware!
- 10/16/09 - Now you see it! Now you don't! The Illusion of Immediate Annuities
- 09/09/09 - Target Date And Target Risk Strategies
- 06/12/09 - Don't Lose Your Shirt on Mutual Fund Sales
- 04/17/09 - 10 Investment Ideas for Today - After the cows have left the barn
- 04/06/09 - The Public-Private Investment Program
- 12/18/08 - Hedge Funds: Lessons from Bernie Madoff
- 11/07/08 - The Muni Opportunity: Fact or Fiction?
- 08/01/08 - Don't Forget Commodities When Diversifying
- 07/03/08 - The Fiduciary's Default Investment Choice
- 03/05/08 - 130/30 Mutual Funds: Don't Believe the Hype
- 02/20/08 - The Best Investment You Will Ever Make
- 02/06/08 - Target Date Funds: Panacea or Hallucinogen
- 12/12/07 - International REITs - A Great Diversification Opportunity
- 12/12/07 - Separately Managed Accounts vs. Passive Management Part II of II
- 11/06/07 - Separately Managed Accounts vs. Passive Management Part I of II
- 07/31/07 - More Hedge Fund Woes
- 07/05/07 - Equity Indexed Annuities
- 10/02/06 - Another One Bites the Dust!
- 07/24/06 - Stripping the ETF
- 06/16/06 - IPO's: A Great Investment Opportunity or a Sucker's Bet?
- 06/02/06 - Not All Commodity Indexes Are Created Equal (Part One of a Two Part Series)
- 05/16/06 - Do You Know Your ABC's?
- 01/17/06 - Closed-End vs. Open-End Mutual Funds
- 07/08/05 - Tracking Errors Cost Billions of Dollars a Year
- 05/16/05 - Brilliant But Not Free!
- 02/15/05 - Can REITs Continue to Outperform?
- 01/27/05 - Should You Invest In Individual Bonds or Bond Mutual Funds?
- 11/18/04 - ADR's or Foreign Funds? Which Are Best?
- 11/18/04 - Buyer Beware: The Hidden Costs of Municipal Bonds
- 10/15/04 - Exchange Traded Funds To Avoid
- 07/15/04 - Commodities As An Asset Class
- 05/10/04 - Heads Up for Hedge Funds
- 03/12/04 - No Break Points
- 12/11/03 - The Roth IRA
- 12/09/03 - Mutual Fund Alternatives
- 11/20/03 - Annuities Take Another Blow
- 11/18/03 - Gotcha! A Hard Look At The Annuity Business
- 05/30/02 - Donor-Advised Funds
- 12/20/01 - For the Average Investor, Folios Fall Short
- 10/12/01 - Mutual Fund and Tax Efficiency
- 08/03/01 - Investing In Real Estate Through Reits
- 05/17/01 - Exchange Traded Funds: A new viable alternative for investors
- 04/18/01 - How Much Will A Variable Annuity Cost You?
- 04/12/01 - Zero Coupon Bonds
- 03/25/01 - Fund of Funds: Perfect Solution or Dangerous Shortcut?
- 05/18/00 - Exchange Traded Funds: Making the Choice
- Investment Behaviour
- Financial Service Market
- Financial Planning
- Asset Protection
- 02/10/11 - Making Sense of the New Bankruptcy Code and IRA Protections
- 10/12/10 - Umbrella Insurance - Quick and Easy Asset Protection
- 02/08/10 - Protecting Your Assets Before a Lawsuit
- 10/10/08 - Understanding the letters that protect your money (FDIC and SIPC)
- 03/15/04 - Does Your Asset Protection Plan Have A Hole?
- 09/10/01 - Asset Protection Planning: The Basic Steps
- 09/10/01 - Asset Protection Planning: Keeping What You Have
- Charitable Giving
- 03/18/11 - Use Your IRA Charitably with the QCD
- 10/12/10 - Charitable Gift Annuities
- 07/23/10 - Making Charitable Gifts from Your Retirement Plan
- 06/18/10 - Charitable Lead Trusts - A bargain in a low interest rate environment
- 05/21/10 - Private Foundations
- 05/03/10 - Charitable Remainder Trusts - Have your cake and eat it too
- 04/01/10 - Uncle Milty a charity case? Probably not for the IRS!
- 01/19/10 - Donor Advised Funds
- 01/19/10 - Why Give to Charity?
- 11/06/07 - Qualified Charitable Distributions - Time is running out
- 03/27/06 - Charitable Gifting Part II
- 02/17/06 - Charitable Gifting Part I
- 12/08/05 - A Primer On Charitable Donations
- 10/17/05 - Tax Efficient Methods of Gifting
- 02/15/05 - The Gift of all Gifts & Charitable Deduction
- 12/05/03 - Charitable Trusts You Should Know
- 11/04/03 - Charitable Gifting Strategies II: Split Interest Trusts
- 10/21/03 - Charitable Gifting Strategies I: Outright Gifts During Life
- Education Planning
- 10/16/09 - "Free Money for College Saving... Upromise?"
- 07/10/09 - A 529 Plan Fit For an Ivy League Education
- 06/12/09 - How to Pay Less on Student Loans
- 12/28/08 - Rethinking 529 College Savings Plan
- 10/21/06 - Paying For College: Making It All Come Together
- 09/08/06 - College Financial Aid: How to Quailify
- 06/16/06 - Do I Save for College or Retirement? Why Not BOTH?!
- 03/02/05 - Finding The Superior 529 College Savings Plan
- 06/10/04 - Grandparents Can Help Grandkids With College Tuition
- 11/25/03 - Should You Rethink College Savings In Light of New Tax Act?
- 08/18/03 - Six Secrets about College Financial Aid
- 06/25/02 - Graduating With a Diploma and Debt
- 04/16/02 - College Tuition Blues
- 04/16/02 - Education Funding Alternatives
- 04/16/02 - Retirement vs. College Funding: How To Successfully Plan for Both
- 08/03/01 - New Enhancements To Education Funding
- Estate Planning
- 09/15/11 - Did you inherit an IRA or other retirement account in 2010? Time to review beneficiaries!
- 02/08/10 - 2010--The Estate Tax Oddity
- 06/24/08 - ILITs: An Exceptional Estate Planning Tool
- 06/16/06 - Five Ways to Transfer Wealth to Your Spouse
- 04/28/06 - A Trust as An IRA Beneficiary?
- 09/01/05 - Will Your Family Be Taken Care of When You Are Gone?
- 07/13/05 - Uncovering Income Sources for Widows
- 03/28/05 - Inheriting IRAs Is A Tricky Process
- 11/18/04 - Preplanning Your Own Funeral Can Save Your Loved Ones Stress and Money
- 10/05/04 - Estate Planning For Blended Families
- 08/02/04 - Disclaiming an IRA Inheritance
- 07/13/04 - Naming A Trust As Beneficiary Could Mean Trouble for Your Heirs
- 04/21/04 - How To Handle Being An Estate Executor
- 01/27/04 - New Estate Tax Provisions
- 01/26/04 - Making Health Care Decisions While You Can
- 11/18/03 - Controlling IRA Distributions by Naming a Trust as the Beneficiary
- 11/18/03 - Controlling IRA Distributions by Naming a Trust as the Beneficiary
- 09/14/03 - Avoiding The Costs of Probate
- 02/11/03 - What Not To Do When Inheriting Wealth
- 04/16/02 - 8 Estate Planning Strategies You Should Know
- 04/16/02 - Keys To A Comprehensive Will
- 01/06/02 - Transfer on Death: Avoiding The Unnecessary Aggravation
- 12/01/01 - Contingencies: Planning for Simultaneous Disasters
- 10/15/01 - Wills Don't Always Do the Job
- 10/13/01 - I Don't Have Enough To Need Estate Planning
- 10/03/01 - Generations of Tax Deferrals On Retirement Assets
- 08/03/01 - Estate Planning For Simultaneous Deaths
- 08/03/01 - Estate Tax Changes Require Careful Planning
- 08/03/01 - The Fact And Fiction of Trusts
- 08/03/01 - Keeping the Peace Among Your Heirs
- 08/03/01 - The Pros And Cons Of Incentive Trusts
- Personal Finance
- 08/01/11 - Tips for Handling Sudden Wealth
- 07/23/10 - Lease Or Buy?
- 06/18/10 - Golden Rules to Keep Your Gold!
- 05/03/10 - Teens and Credit
- 04/01/10 - Is Dollar Doom Overhyped?
- 02/26/10 - Three Great Reasons for Account Consolidation
- 02/26/10 - Reform Helps Credit Card Holders
- 12/11/09 - 2010: Getting Back to Basics
- 12/11/09 - Currency's Effect on International Returns?
- 11/20/09 - Are You Protected If Your Insurance Company Goes Belly-Up?
- 10/16/09 - Can't Get A Loan? Turn To Your Neighbor
- 09/18/09 - Long Term Care Insurance: It's Not Just About You
- 07/06/09 - Preparing Financially for Disaster
- 07/06/09 - Protecting Your Assets In Case Of Disaster Part II
- 07/06/09 - Protecting Your Income In Case of Disaster Part I
- 01/05/09 - 2008: Lessons Learned
- 12/01/08 - Updated Info: Understanding the Letters That Protect Your Money
- 06/24/08 - The Mortgage Market is Broken
- 05/07/08 - How Professional Advisors Protect Your Privacy
- 03/26/08 - Protecting Against Identity Theft
- 09/07/07 - Reverse Mortgages: Approach with Caution!
- 07/31/07 - Cleaning Up Credit Card Debt
- 05/23/07 - Monte Carlo Simulations: Jackpot or Russian Roulette?
- 04/16/07 - Investing In Your Values
- 04/05/07 - Understanding Investment Measurements
- 03/30/07 - The Price of Your Vice
- 03/12/07 - Return, Risk and Probability of Success
- 12/19/06 - How Health Savings Accounts Impact Your Retirement
- 12/04/06 - Cheers to a Debt-Free Holiday Season!
- 08/14/06 - How To Avoid A Medical Financial Disaster
- 07/24/06 - Go Easy on Home Equity Loans
- 06/02/06 - Hail to the Prenup!
- 05/16/06 - Mortgage or No Mortgage? That is the question...
- 05/16/06 - Five Key Cost Factors To Consider When Buying Long Term Care Insurance
- 04/28/06 - A Better Model for Divorce
- 02/17/06 - Financial Planning Considerations for Unmarried Couples
- 10/17/05 - Financial Knowledge for Divorcing Couples Part II
- 09/01/05 - Financial Knowledge for Divorcing Couples: Where Do You Start?
- 08/02/05 - Interest Only Loans - Are They Right For You?
- 06/08/05 - Tips for Financially Helping Your Children
- 04/18/05 - Protecting Yourself Against Identity Theft
- 04/18/05 - Do You Know What Your CPI is?
- 03/28/05 - Who Can You Trust?
- 11/18/04 - Surviving The Test of Time
- 10/05/04 - Financial Responsibility Among Married Couples
- 09/13/04 - Liabilities: Not Just A Number On The Balance Sheet
- 08/17/04 - The Price Is High... Bob
- 05/17/04 - Insuring A New Marriage
- 04/21/04 - New Cure for Health Care Rising Costs Part I
- 02/24/04 - Leasing vs. Buying: Which Is Better?
- 11/25/03 - Thinking About Borrowing From Your 401K?
- 11/18/03 - When to Refinance
- 11/18/03 - Successfully Managing Money in a Relationship
- 11/04/03 - Mortgage Mistakes to Avoid
- 10/21/03 - Financial Planning for Life's Surprises
- 05/13/02 - Business Interruption Insurance
- 04/16/02 - Should You Prepay Your Mortgage in a Down Market?
- 04/16/02 - At What Age Should You Buy Long Term Care Insurance?
- 09/24/01 - Use Reverse Mortgages with Caution
- 08/03/01 - Vacation Exchange Rate Arbitrage
- 08/03/01 - Choosing the Right Type of Real Estate Agent
- 08/03/01 - Knowing Your Net Worth is Key to Managing Your Money
- 08/03/01 - Planning for Financial Hard Times
- Taxes & Tax Planning
- Asset Protection
- Fiduciary & Legal
- Calculators
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- How Important is Social Security?
- Individual 401(k) Contribution Comparison
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- Roth 401(k) or Traditional 401(k)?
- Roth 401(k) vs. Traditional 401(k) and your Paycheck
- Roth IRA Calculator
- Roth IRA Conversion
- Roth vs. Traditional IRA
- Social Security Benefits
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- Books
- Save Your Retirement
- The Retirement Challenge
- The Informed Investor
- Investment Strategies for the 21st Century
- 04/09/12 - Introduction: Preparing for Tomorrow's Challenges
- 04/04/12 - Chapter 1: Gathering Intelligence
- 04/04/12 - Chapter 2: Assessing the Risk
- 04/04/12 - Chapter 3: Taming the Beast
- 04/04/12 - Chapter 4: A Nibble from the Free Lunch
- 04/04/12 - Chapter 5: Travels on the Efficient Frontier
- 04/04/12 - Chapter 6: The Asset Allocation Decision
- 04/04/12 - Chapter 7: The Efficient Market Debate
- 04/04/12 - Chapter 8: Can Managers Add Value?
- 04/04/12 - Chapter 9: Doing It With Style
- 04/04/12 - Chapter 10: Fun with Numbers
- 04/04/12 - Chapter 11: Setting Your Goals
- 04/04/12 - Chapter 12: Building Your Portfolio
- 04/04/12 - Chapter 13: Portfolio Tactics
- 04/04/12 - Chapter 14: Pigs, Mousetraps & Revolution
- 04/04/12 - Chapter 15: It's a Jungle Out There
- 04/04/12 - Chapter 16: The Joys of Fund Selection
- 04/04/12 - Chapter 17: Fund Alternatives
- 04/04/12 - Chapter 18: The Good, the Bad, and the Ugly
- 04/04/12 - Chapter 19: Tending Your Garden
- 04/04/12 - Chapter 20: Education and Retirement: Ouch!
- 04/04/12 - Chapter 21: Investor, Heal Thyself
- 04/04/12 - Chapter 22: All The Wrong Stuff
- 04/04/12 - Chapter 23: Will the Real Investment Advisor Please Stand Up?
- 04/04/12 - Chapter 24: Putting It All Together
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