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| Anchor Your Portfolio with Index Funds
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One of the most basic distinctions among mutual funds is
whether the fund manager employs an active or a passive management
approach. Read
the article...
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| 3
Lessons in Risk Tolerance at the Snow Park |
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| How
I Spent (On) My Winter Vacation |
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| To
"B" or Not To "B": Reflections on Budgeting |
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| All
I Really Need to Know About High-Deductible
Health Insurance I Learned in High School |
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| Money
Goes Mobile |
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| Personal
Training/Finance Tips In Exactly Three Words |
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| When
Financial Planners Meet: Top 5 Takeaways |
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| Table
of Timely Tips: Tap Before They Terminate |
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| Recession
Lesson Plan: A Kick in the Backslide |
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| Survival
Skills: Man vs. Wild Economy |
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| 25
Random Things About Money |
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| Back
To The Future: On Recessions and Bear Markets
Past |
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A
Resolution That Pays Two Ways
Published in January 2009 NH Mirror
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| Financial
Crisis: Should I Change My Plan? |
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| Happy
Trails: A Skier’s-Eye View of Volatile
Markets |
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| What’s
New With You? How Your Answer Can Affect Your
Financial Plan |
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| Overcoming
Underearning®: The Other Option |
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| Windfalls
Happen |
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| I'm
45! Should I Buy Long Term Care Insurance?
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Your
Client's New Career
Published in February 2007 Financial Planning
magazine |
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| Top
10 Signs You Might Be Spending Too Much |
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| A
Funny Thing Happened On The Way to Retirement |
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| Rebalancing
Act |
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| Cost
Basis: Track It Now… Or Suffer Later
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| 10
Tips to Get You on the Road to Financial Security
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| Has
My Fund Gone Bad? |
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| What
is an “expense ratio”? |
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| It’s
Just Like Riding a Bike |
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| Are
Store Credit Card Instant Discounts Really a
Bargain? |
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| Should
I Adjust My Income Tax Withholding?
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| Just
What Are Exchange Traded Funds?
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| Money
Doesn’t Grow on Trees |
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| General
Financial Planning |
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| Career
Change - Visit our blog, The
Career Change Financial Planner, for articles,
tools, and more! |
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| Cash
Flow/Debt |
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| Insurance/Risk
Management |
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| Investing |
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| Taxes |
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| College
Planning/Money-Savvy Kids |
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| Retirement
Plans/Planning |
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| Estate
Planning/Charitable Giving |
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| Take
a Break From the Binge |
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| Get
Organized: Financial Plan |
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| Extreme
Paperwork Makeover |
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| Change
Your Money Hang-Ups |
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| As
Worker Shortage Increases, So Will Incentives
to Keep Boomers on the Job
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| Giving
the Gift of a Financial Planner |
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| Financial
Planning For Newly Single Parents
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| When
Recession Fears Surface, Check Your Plan –
Or Make One |
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| How
Your Personality Affects Your Financial Decision-making
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| When
Real Estate’s in Trouble, Spruce up Your
Home and Finances |
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| Free
Money at Work: Beyond 401k Matching
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| Getting
Fiscally Fit In 2007 |
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| Is
Conventional Planning Right for You?
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| Year-End
Personal Finance Checklist |
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| Making
A Home Senior Friendly
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| Women
Need Retirement Plans, Too |
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| Financial
Education For Minorities
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| The
Importance Of An Annual Financial Checkup
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| Caring
For Elderly Loved Ones From Afar |
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| Organizing
Your Financial Records |
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| Financial
Planning For Life |
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| Five
Psychological Roadblocks To Seeing A Financial
Planner – And Why Not To Act On Them
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| Exploring
Identity Theft |
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| Time
For A Midyear Financial Checkup
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| Financial
Mistakes To Avoid In A Divorce Settlement |
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| Identity
Theft on the Rise |
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| In
addition to these articles, check out the money-saving
ideas on the New Means Facebook page!
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| Become
the CEO of Your Household |
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| Traveling
Smart During the Hot, Pricey Summer of ‘08
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| Why
Going Green in a Blue Economy Can Be a Smart
Investment |
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| How
Not To Go Broke If Your Kids Move Back After
Graduation |
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| Getting
Today's Best Returns from a Home Renovation
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| Mortgage
Rate Adjusting Soon? Steps to Take
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| Think
The Subprime Debacle Is All About Housing? It
Hurts Small Businesspeople Too.
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| Thinking
About Borrowing from Family or Friends? Do It
The Right Way. |
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| Think
it’s Time to Tap Your HELOC for an Investment?
Get Some Advice First |
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| Lenders
May Give You a Break on Debt, But Uncle Sam
Might Not Be So Forgiving |
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| Adopting
a Child Requires a Specific Financial Plan
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| The
Ins and Outs of Mortgages and Refinancing
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| Gearing
Up for Life on the RV Road |
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| About
That Dream Vacation Home…
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| A
Primer On The National Saving Rate |
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| Go
Easy On Home-Equity Loans |
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| Do
You Know What Your CPI Is? |
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| Financing
Alternatives For Small Businesses |
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| Life
Insurance - A Family Affair
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| Insuring
Your Vacation? Make Sure You’re Actually
Covered |
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| A
Long-term Care Insurance Primer
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| Are
Accelerated Death Benefits a Good Backstop for
Uninsured Health Care Costs?
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| Most
People Don’t Have Enough Disability Insurance
- Don’t Make That Mistake
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| Investing
Smart in a Health Savings Account
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| Planning
Surgery in a Foreign Country? Make Sure Your
Finances Are Safe Too |
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| Is
Pet Health Insurance Worth It?
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| Should
You Consider an HSA? |
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| The
Best Time for a Business Disaster Plan? Before
the Disaster Happens |
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| Divorce
Can Sink Your Health Coverage – What To
Do First |
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| Annual
Insurance Checkup Can Save You Money Without
Hurting Your Coverage |
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| Most
Americans Need to Prepare for Financial Impact
of Disability |
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| Now
Is the Time to Pick Up Low-Cost Life Insurance
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| Medicare
Provides Preventive Services
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| Changes
In Store For Medicare And Medicaid
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| Evaluating
The Need For Insurance In Retirement
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| Preparing
For The New Medicare Drug Benefit |
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| Tips
On Filing Homeowner’s Insurance Claims
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| Preparing
Financially for Disaster |
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| Add
Prenuptial Agreements To Your Wedding Plans
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| What
Are Health Savings Accounts (HSAs)? |
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| Pros
And Cons Of Combination Long-Term Care Policies |
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| How
To Avoid A Medical Financial Disaster |
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| Term
Life Insurance That May Pay Back Your Premiums |
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| Insurance
for Young Adults |
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| Holding
Steady in the Face of Market Volatility |
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| Become
a Functional Psychopath |
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| What
to Do with Your Tax Rebate or Other Found Money |
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| You
May Love Each Other, But Should You Invest Together?
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| Pay
Close Attention to So-Called "Default" Investments
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| Do
Income Replacement Funds Make More Sense Than
Annuities? |
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| The
Ins and Outs of Audits |
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| An
All-Weather Strategy to Real Estate Investing |
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| Market
Volatility Shouldn’t Rattle a Good Financial
Plan |
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| What
Are Exchange-traded Funds and How Do They Work?
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| A
Primer on Hedge Funds |
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| The
Correct Way to Use Lifecycle Mutual Funds
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| Getting
Started with ETFs |
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| The
Return Of Uncle Sam’s 30-Year Bond
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| Equity-Indexed
Annuities Demystified |
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| Making
And Keeping Investment Portfolio And Financial
Planning Resolutions For 2006
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| Investment
Policy Statements for Trusts |
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| Climb
A ‘Bond Ladder’ As Interest Rates
Rise |
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| Are
Your Old Savings Bonds Still Earning Interest? |
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| The
Real Reason You Should Invest |
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| Thoughts
on Recent Mutual Fund Scandals |
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| Roth
Conversions: Roll Over or Stand Pat? |
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| Uncle
Sam Diversification |
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| As
Medical Expenses Rise, Don't Miss Key Deductions |
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| Before
the Holidays, Get Those Charitable Donations
Lined Up |
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| Get
A Head Start On Tax Planning For 2008
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| How
Bunching Can Preserve Your Right to Itemize
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| Afraid
of the AMT? Now's the Time to Get Some Help
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| What
You Can Do Before the Kiddie Tax Loophole Closes
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| Tis
the Season – Things to Know Before Filing
Your Taxes |
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| More
Tax Changes: The Tax Relief and Health Care
Act of 2006 |
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| New
Law Allows IRA Owners Over 70½ to Donate
RMD to Charity |
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| A
Primer on the Tax Increase Prevention and Reconciliation
Act of 2005 |
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| Taking
Time To Understand The 2006 Tax Changes
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| Year-End
Tax Planning Tips |
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| Rules
For Hiring Family Members |
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| FLPs
With Business Purpose More Likely To Pass IRS
Muster |
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| The
New Tax Law: Rethinking Tax-Advantaged Accounts |
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| The
4 Fatal Errors of College Planning |
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| College
Decision Time 2009 |
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| Out
of High School - Time to Step Up |
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| Have
a Plan for Leftover 529 Plan Money
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| Blended
Family? Plan Early for College Financial Aid! |
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| Will
Your Kid's Inheritance Make Her a Monster? Not
If You Plan Carefully |
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| Private
School for Your Kids? The Earlier You Start
the Better |
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| Getting
the Kids Involved in Saving for College
|
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| Hang
On to your Wallets – It’s Back to
School Time! |
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| College
Planning in the Wake of New Tax Laws
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| Figuring
Out The Financial Aid Formula
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| The
Secret Anatomy of $50,000 |
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| Tips
For Financially Helping Your Children…Even
When They’re Adults |
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| How
Do I Raise Money Savvy Kids?
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| Myths
Deter Students From Applying For Financial Aid |
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| College
Planning for the 21st Century |
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| Retirement-proof
Your Relationship |
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| Classic
Retirement Conflicts |
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| Great
Career = Great Retirement |
|
| Veterans
Set For a Big Benefits Upgrade in 2009
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|
| To
Retire or Un-retire? That is the Question...
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|
| Don’t
Make These Retirement Planning Mistakes
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| Are
Immediate Annuities A Good Way To Preserve Your
Retirement Savings? |
|
| Avoid
These IRA Mistakes! |
|
| The
Ins and Outs of Roth IRA Conversions
|
|
| Conserving
Your Retirement Portfolio
|
|
| The
New Pension Protection Act of 2006 Promotes
Savings, Protects Pensions
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|
| Taking
Responsibility For Retirement: How Today’s
Scary Headlines Can Help Your Retirement Plan
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| The
Truth About Small-Business Succession Planning
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| The
Perplexing World Of Social Security And Earnings
In Retirement |
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| A
Brave New Financial World For Baby Boomers
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| Understanding
the New Roth 401(k) |
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| New
Bankruptcy Law Protects IRAs |
|
| Is
Life Insurance a Good Way to Save for Retirement? |
|
| Large
IRAs Not Fully Protected From Bankruptcy Or
Lawsuit Seizure |
|
| IRS
Eases Retirement Account Rollover Nightmares
But Taxpayers Need To Remain Cautious |
|
| 403(b)
Plans Wave Of Future For Many Workers |
|
| Traditional
vs. Roth IRA: What's the difference? |
|
| Will
Your Future Social Security Payments Be Smaller
Than Expected? |
|
| Roth
Conversions Become More Attractive for Retirees |
|
| Your
IRA Custodial Agreement – Why You Should
Read It |
|
| Should
You Stay in Your Old 401(k) Or Roll It Over
into an IRA? |
|
|
|
| Q&A:
Consider Making an Estate Check-Up a Multi-Generational
Family Matter |
|
| Estate
Planning for the Worst Possible Scenario - The
Death of Both Spouses While the Kids Are Young
|
|
| It's
Time to Start Thinking About the Estate Tax
Again |
|
| A
Family Mission Statement Can Keep Family Goals
First and Money Squabbles at Bay
|
|
| Losing
Your Inheritance to Uncle Sam – or Others
|
|
| Creating
an Ethical Will |
|
| ILITS
Remain a Popular Estate Planning Tool
|
|
| Navigating
The Federal And State Estate Tax Maze
|
|
| A
Primer On Charitable Donations
|
|
| Pros
and Cons of Prepaying Your Funeral
|
|
| Do
You Know Where Your IRA Beneficiary Forms Are?
|
|
| Family
Meetings Can Help Pass On Family Assets |
|
| Letters
Of Instruction Benefits Heirs. And You |
|
| Preplanning
Your Funeral Saves Loved Ones Stress and Money |
|
