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Now is the perfect time to address your Financial Planning needs!

See our Financial Planning web page for ideas to discuss with your Certified Financial Planner at McGuire & Co.!

 

FINANCIAL PLANNING PERSPECTIVES 


Here we have archived the  “Financial Planning Perspectives” article series from the Financial Planning Association for 2002 so you may continue to access them as needed.  We hope they will continue to be helpful!

 
January 2002 February 2002 March 2002 April 2002
May 2002 June 2002 July 2002 August 2002
Sept. 2002 October 2002 November 2002 December 2002

 

January 2002
Working at Retirement
Convertible Securities:  Investing for the Wary
How to Avoid Overloading Retirement Plan in Company Stock
Top of page
February 2002
Keys to a Comprehensive Will
Private Equity Increasingly Popular Alternative to Mutual Funds & Stocks
SERPS Boost Executive Retirement Income
Top of page
March 2002
Why Do You Need a Financial Planner?
Will You Be 'Shocked' By the Cost of Retirement?
Financial Planning for Foreign Residents Can Be Tricky

 Top of page
April 2002
Eight Estate Planning Strategies You Should Know
Choosing the Right Investment Benchmarks
Diving for Dividends

 Top of page
May 2002
Business Interruption Insurance Often is a Must
Do You Have Realistic Market Expectations?
Donor-Advised Funds Allow Personal Control

 Top of page
June 2002
Graduating with a Diploma...and Debt
Should You Be Preparing a "War" Portfolio?
Should You Loan Money to a Relative?

 Top of page
July 2002
How to Minimize the Increasing Cost of Homeowners Insurance
IRS Again Splits on Split-Dollar Arrangements
The Benefits of Planned Charitable Giving

 Top of page
August 2002
Countdown to Retirement
Pre-paid Tuition Plans Deserve a Second Look
Starting a Business Not for Faint of Heart
                                                                                                 Top of page
September 2002
Businesses Receive Temporary Depreciation Bonus
Is Your 401(k) Plan a Failure?
Should You Abandon the Stock Market?
                                                                                                 Top of page
October 2002
8 Year-End Tax Saving Strategies
Going Solo with a 401(k)
Tax Issues to Consider When Buying a Long-Term Care Policy
                                                                                                 Top of page
November 2002
Are You Dreading Your Annual Portfolio Review?
Tax Ruling May Help Early Retirees Preserve Battered Retirement Accounts
Year-End Tax Strategies for Making Estimated Payments
                                                                                                 Top of page
December 2002
Early Roth IRA Owners Can Start Taking Tax-Free Earning Withdrawals Soon
Is Your Insurance Company Financially Secure?
One Lump or Many?  Consider Pension Payout Plans Carefully
                                                                                                 Top of page
 




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