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Financial Planning Perspectives
Here we have archived the  “Financial Planning Perspectives” article series from the Financial Planning Association for 2006 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 2006 February 2006 March 2006 April 2006
May 2006 June 2006 July 2006 August 2006
September 2006 October 2006 November 2006 December 2006

January 2006
CARING FOR ELDERLY LOVED ONES FROM AFAR

EVALUATING THE NEED FOR INSURANCE IN RETIREMENT

NAVIGATING THE FEDERAL AND STATE ESTATE TAX MAZE
 
Top of page
February 2006
CHANGES IN STORE FOR MEDICARE AND MEDICAID
FIGURING OUT THE FINANCIAL AID FORMULA
TAKING TIME TO UNDERSTAND THE 2006 TAX CHANGES
Top of page
March 2006
THE PERPLEXING WORLD OF SOCIAL SECURITY AND EARNINGS IN RETIREMENT
THE RETURN OF UNCLE SAM'S 30 YEAR BOND
THE TRIALS AND TRIBULATIONS OF MEASURING AND COMPARING INVESTMENT PERFORMANCE
Top of page
April 2006
A BRAVE NEW FINANCIAL WORLD FOR BABY BOOMERS
ALTERNATIVES TO TRADITIONAL INVESTMENTS
A NEW APPROACH TO SELECTING A FINANCIAL PLANNER
Top of page
May 2006
THE IMPORTANCE OF AN ANNUAL FINANCIAL CHECKUP
FINANCIAL EDUCATION FOR MINORITIES
THE TRUTH ABOUT SMALL-BUSINESS SUCCESSION PLANNING
Top of page
June 2006
ABOUT THAT DREAM VACATION HOME...
GETTING STARTED WITH ETFS
TAKING RESPONSIBILITY FOR RETIREMENT: HOW TODAY'S SCARY HEADLINES CAN HELP YOUR RETIREMENT PLAN
Top of page
July 2006
GEARING UP FOR LIFE ON THE RV ROAD
ILITS REMAIN A POPULAR ESTATE PLANNING TOOL AND TECHNIQUE
A PRIMER ON THE TAX INCREASE PREVENTION AND RECONCILIATION ACT OF 2005
Top of page
August 2006
COLLEGE PLANNING IN THE WAKE OF NEW TAX LAWS
THE CORRECT WAY TO USE LIFECYCLE MUTUAL FUNDS
NAVIGATING INTEREST RATES, INFLATION AND THE ECONOMY
Top of page
September 2006
MAKING A HOME SENIOR FRIENDLY
THE NEW PENSION PROTECTION ACT OF 2006 PROMOTES SAVINGS, PROTECTS PENSIONS
CONSERVING CLIENT PORTFOLIOS
Top of page
October 2006
A TIME AND PLACE FOR LIFE SETTLEMENTS
TAXPAYERS SHOULD GET A HEAD START ON TAX PLANNING FOR 2007
A GUIDE TO WITHDRAWING RETIREMENT ASSETS
Top of page
November 2006
IS CONVENTIONAL PLANNING RIGHT FOR YOU?
NEW LAW ALLOWS IRA OWNERS OVER 70 1/2 TO DONATE RMD TO CHARITY
YEAR-END PERSONAL FINANCE CHECKLIST
Top of page
December 2006
THE INS AND OUTS OF ROTH IRA CONVERSIONS
THE INS AND OUTS OF MORTGAGES AND REFINANCING
A PRIMER ON HEDGE FUNDS
Top of page
 




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