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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.!


Here we have archived the  “Financial Planning Perspectives” article series from the Financial Planning Association for 2003 so you may continue to access them as needed.  We hope they will continue to be helpful!

Previous Years >

2001 Articles

 2002 Articles 2003 Articles

January 2003
February 2003
March 2003
April 2003
May 2003 June 2003 July 2003  August 2003
September 2003 October 2003 November 2003 December 2003

 

January 2003
ARE YOU PSYCHOLOGICALLY READY TO RETIRE EARLY?

NEW 401(K) BLACKOUT RULES NOT ENTIRE ANSWER TO 401(K) INVESTING PROBLEMS
THOSE NEARING RETIREMENT STILL HAVE TIME TO ‘CATCH UP’

Top of page
 
February 2003

HOW MUCH DISABILITY INSURANCE COVERAGE DO YOU NEED?

IRS ISSUES HOME SWEET HOME-SALE RULES
WHAT NOT TO DO WHEN INHERITING WEALTH

Top of page
March 2003

COLLEGE SAVING STRATEGIES FOR RETIREES

LONG-TERM CARE INSURANCE POLICIES COVER MORE THAN NURSING HOME

SHOULD YOU CONSIDER A MEDICAL SAVINGS ACCOUNT?

Top of page
April 2003

PLANNING FOR A ‘RETIREMENT PAYCHECK

SHOULD YOU CONSIDER EQUITY-INDEXED ANNUITIES?

UNMARRIED COUPLES SHOULD CONSIDER LIVING-TOGETHER DOCUMENTS
Top of page
May 2003      

13 ESTATE PLANNING TERMS YOU SHOULD KNOW

INVESTMENT POLICY STATEMENT STEERS PORTFOLIO THROUGH VOLATILE TIMES

PROS AND CONS OF EMPLOYER-SPONSORED LONG-TERM CARE INSURANCE

      Top of page
June 2003      

OLDER WOMEN MUST PREPARE BETTER FOR RETIREMENT YEARS

SHOULD YOU BUY OR LEASE A VEHICLE?

WHAT TO DO WITH LEFTOVER 529 PLAN FUNDS

      Top of page
July 2003
CHILDREN NOT PREPARED FOR FINANCIAL WORLD
DO YOU KNOW WHERE YOUR UNIVERSAL LIFE PREMIUMS ARE?
SHOULD YOU NAME A TRUST AS BENEFICIARY OF YOUR RETIREMENT PLAN?
Top of page
August 2003
DON'T OVERLOOK THESE LESSER-KNOWN FEATURES FOR LONG-TERM CARE INSURANCE POLICIES
NEW BREED OF HEDGE FUNDS OPEN TO MORE INVESTORS
NEW TAX ACT AIDS SMALL BUSINESSES
Top of page
September 2003
PRIVATE COLLEGES NOW OFFER PREPAID TUITION PLAN
REVIEW CHARITABLE GIVING IN LIGHT OF NEW TAX ACT
WHAT TO DO IF YOUR PENSION PLAN IS IN TROUBLE
Top of page
October 2003
9 BUSINESS SUCCESSION-PLANNING MISTAKES TO AVOID
FINANCIAL PLANNING FOR LIFE'S SURPRISES
SHOULD YOU RETHINK COLLEGE SAVINGS IN LIGHT OF TAX ACT?
Top of page
November 2003

INSURING A NEW MARRIAGE

SHOULD YOU CHANGE YOUR RETIREMENT PLANNINGIN LIGHT OF THE NEW TAX ACT? 

SHOULD YOU RUSH INTO GOLD?
Top of page
       
December 2003

ARE YOUR DIVIDENDS REALLY ELIGIBLE FOR LOWER TAX RATES?

CHARITABLE TRUSTS YOU SHOULD KNOW

TIME TO GET FLEXIBLE WITH FLEXIBLE SPENDING ACCOUNTS

Top of page
       
       
       
       
 




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