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Financial Planning Perspectives

Here we have archived the  “Financial Planning Perspectives” article series from the Financial Planning Association for 2004 so you may continue to access them as needed.  We hope they will continue to be helpful!

Previous Years >

 2005 Articles 2004 Articles 2003 Articles
2002 Articles

2001 Articles

January 2004 February 2004 March 2004 April 2004
May 2004 June 2004

July 2004

 August 2004
September 2004 October 2004 November 2004 December 2004

 

January 2004
HAVE YOU LEARNED YOUR INVESTING LESSONS?

HOW TO HANDLE THE CHALLENGES BEING AN ESTATE EXECUTOR

MAKING YOUR OWN HEALTH CARE DECISIONS WHEN YOU CAN’T
 

Top of page
February 2004
 
NEW REAL ESTATE EXCHANGE VEHICLE FOR SMALL INVESTORS
HOW THE FALLING DOLLAR MAY FALL ON YOUR FINANCES
S YOUR INVESTMENT PORTFOLIO ‘OFF-BALANCE’?
Top of page
March 2004
 

HOW TO MAKE THE MOST OF YOUR 401(k) PLAN

IS FRANCHISING A GOOD INVESTMENT FOR YOU?

WHY YOU NEED A DURABLE POWER OF ATTORNEY
Top of page
April 2004
 

8 WAYS TO PROTECT YOUR IRA PLANS

KEY FACTORS TO LOOK FOR WHEN LEASING A VEHICLE

SHOULD YOU BE INVESTING OVERSEAS?
Top of page
May 2004
 

HOW GRANDPARENTS CAN HELP PAY FOR GRANDCHILDREN’S COLLEGE EDUCATION

USE CAUTION IF EXCHANGING VARIABLE ANNUITIES

TREASURY BONDS FOR INFLATIONARY TIMES
Top of page
June 2004
6 WAYS TO AVOID THE FINANCIAL POTHOLES OF LIFE
SHOULD YOU GO PRIVATE WITH AN ANNUITY?

SMALL-BUSINESS OWNERS SHOULD BE CAUTIOUS ABOUTPUTTING LIFE INSURANCE INTO RETIREMENT PLANS

 
July 2004
Top of page
CHOOSING BEST SMALL-BUSINESS STRUCTURE TOUGHER CHOICE THESE DAYS
FIVE KEY COST FACTORS TO CONSIDER WHEN BUYING A LONG-TERM CARE INSURANCE POLICY

START PLANNING NOW TO AVOID DREADED ALTERNATIVE TAX
Top of page
August 2004
 
INHERITING IRAS A TRICKY PROCESS
SHOULD YOU CONSIDER INVESTING IN COMMODITIES?
WINNING THE LOTTERY OR A PENSION: ONE LUMP OR MANY?
Top of page
September 2004
 

HOW TO CUT YOUR INSURANCE COSTS

INVESTMENT OPTIONS FOR FUNDING COLLEGE EDUCATION

BANK LOAN FUNDS A HEDGE AMID RISING INTEREST RATES
Top of page
October 2004
 
INSURANCE FOR YOUNG ADULTS
PREPLANNING YOUR FUNERAL SAVES LOVED ONES STRESS AND MONEY
SHOULD YOU STAY IN YOUR OLD 401(k) OR ROLL IT OVER INTO AN IRA?
Top of page
November 2004
 

IMPORTANT TO READ IRA CUSTODIAL AGREEMENT
LETTERS OF INSTRUCTION BENEFITS HEIRS…AND YOU

MYTHS DETER STUDENTS FROM APPLYING FOR FINANCIAL AID
Top of page
December 2004
 

FLPs WITH BUSINESS PURPOSE MORE LIKELY TO PASS IRS MUSTER
ROTH CONVERSIONS BECOME MORE ATTRACTIVE FOR RETIREES

TERM LIFE INSURANCE THAT MAY PAY BACK YOUR PREMIUMS
Top of page
 




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