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FINANCIAL PLANNING PERSPECTIVES 
 

Here we have archived the  “Financial Planning Perspectives” article series from the Financial Planning Association for 2001 so you may continue to access them as needed.  We hope they will continue to be helpful!
April 2001 May 2001 June 2001 July 2001
August 2001 September 2001 October 2001 November 2001

December 2001
December 2001
Diversifying Your Portfolio with Real Estate
Ladder Bonds to Prop Up Sagging Interest Income
Immediate Fixed Annuities in Troubled Times

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November 2001
Should You Prepare Mortgage in a Down Market?
Successfully Managing Money in a Relationship
Where to Find Higher-Earning Cash Alternatives

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October 2001
Investing Should Remain Focused on the Long Term
Finding the Right Medigap Policy
New Tax Act Demands Careful Scrutiny of Wills

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September 2001
AMT Likely to Hit More Taxpayers Under the New Tax Act
New Rules Affect Executives Use of Split-Dollar
Use Reverse Mortgages with Caution

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August 2001 
Mutual Fund Labels: What's in a Name?
Prepare Now for  ‘NEW’ 2010 Tax on Inherited Property
New Tax Act Affects Planning for Small Business Owners

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July 2001
Deciding Whether to Accept an Early Retirement Offer
Estate Tax Changes Require Careful Planning
Is the Bear as Bad as He Appears?

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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

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May 2001
 
Budgeting for the Wealthy
Knowing Net Worth is Key to Managing your Money
Planning for the Extra Long Retirement

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April 2001
 
Don't Depend on Inheritance to Fund Retirement
New Minimum Distribution Rules Benefit Beneficiaries
Preparing Your Business For the 'Big One'

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Last modified: June 27, 2008
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