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Financial Planning Perspectives
Here we have archived the  “Financial Planning Perspectives” article series from the Financial Planning Association for 2005 so you may continue to access them as needed.  We hope they will continue to be helpful!

Previous Years >

 2004 Articles 2003 Articles 2002 Articles

2001 Articles

January 2005 February 2005 March 2005 April 2005
May 2005 June 2005 July 2005 August 2005
September 2005 October 2005 November 2005 December 2005

January 2005

FINANCING ALTERNATIVES FOR SMALL BUSINESSES

WHAT IS THE REAL REASON YOU SHOULD INVEST?

WILL YOUR FUTURE SOCIAL SECURITY PAYMENTS BE SMALLER THAN EXPECTED?
 
Top of page
February 2005 
403(B) PLANS WAVE OF FUTURE FOR MANY WORKERS
INSURANCE FOR EARLY RETIREES
IRS EASES RETIREMENT ACCOUNT ROLLOVER NIGHTMARES BUT TAXPAYERS NEED TO REMAIN CAUTIOUS
Top of page
March 2005

DO YOU KNOW WHAT YOUR CPI IS

GO EASY ON HOME-EQUITY LOANS

HOW TO AVOID A MEDICAL FINANCIAL DISASTER
Top of page
 

April 2005
ARE YOUR OLD SAVINGS BONDS STILL EARNING INTEREST?
PROS AND CONS OF COMBINATION LONG-TERM CARE POLICIES
TIPS FOR FINANCIALLY HELPING YOUR CHILDREN...EVEN WHEN THEY'RE ADULTS
Top of page
 

May 2005
DO YOU KNOW WHERE YOUR IRA BENEFICIARY FORMS ARE?
FAMILY MEETINGS CAN HELP PASS ON FAMILY ASSETS
CLIMB A 'BOND LADDER' AS INTEREST RATES RISE
Top of page
 

June 2005
TIME FOR A MIDYEAR FINANCIAL CHECKUP?
LARGE IRAS NOT FULLY PROTECTED FROM BANKRUPTCY OR LAWSUIT SEIZURE
FINANCIAL MISTAKES TO AVOID IN A DIVORCE SETTLEMENT
Top of page
 

July 2005
ADD PRENUPTIAL AGREEMENTS TO YOUR WEDDING PLANS
NEW BANKRUPTCY LAW PROTECTS IRAS
SHOULD YOU CONSIDER A HEALTH SAVINGS ACCOUNT?
Top of page
 

August 2005
INVESTMENT POLICY STATEMENTS FOR TRUSTS
PREPARING FINANCIALLY FOR DISASTER
PROS AND CONS OF PREPAYING YOUR FUNERAL
Top of page
 

September 2005
A PRIMER ON LIVING BENEFITS
EXPLORING IDENTITY THEFT
UNDERSTANDING THE NEW ROTH 401(K)
Top of page
 

October 2005
A PRIMER ON THE NATIONAL SAVINGS RATE
PREPARING FOR THE NEW MEDICARE DRUG BENEFIT
TIPS ON FILING HOMEOWNER'S INSURANCE CLAIMS
Top of page
 

November 2005
A PRIMER ON CHARITABLE DONATIONS
RULES FOR HIRING FAMILY MEMBERS
YEAR-END TAX PLANNING TIPS
Top of page
 

December 2005
EQUITY-INDEXED ANNUITIES DEMYSTIFIED
FINANCIAL PLANNING FOR LIFE
MAKING AND KEEPING INVESTMENT PORTFOLIO AND FINANCIAL PLANNING RESOLUTIONS FOR 2006
Top of page
 




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