WEALTH MANAGEMENT ADVISOR NEWSLETTERS
  • Quarter 2 2015
    • Here Are the Latest Tax Traps, Tips, and Tricks
    • Market Data Bank: 1st Quarter 2015
    • Education Tax Breaks: Easy as 1-2-3
    • 15 Midyear Tax Planning Moves to Make in '15
    • When to Start Social Security?
  • Quarter 1 2015
    • 7 Expired Tax Breaks That Were Given A Longer Life
      Market Data Bank: 4th Quarter 2014
    • Can You Avoid Estate and Gift Tax?
    • Avoid Emotional Portfolio Withdrawals
    • Why Roth IRAs Are Still Red-Hot
  • Quarter 3 2014
  • 14 Top Year-End Tax Moves for Individuals in 2014
  • Market Data Bank: 3rd Quarter 2014
  • Taking RMDs Into Your Own Hands
  • Keeping a 529 Plan Rolling Along
  • Quarter 4 2013
    • Harvesting capital Gains Reaps new Rewards in 2013
    • Managing Your Tax Bracket Now Crucial
    • 5-Year Results Show Diversification is Key
  • Quarter 3 2013
    • New Law Poses Tax Risks for High-Income Investors
    • Owning REIT Shares Can Help Minimize Risk
    • Investors Flee Stocks at the Wrong Time
    • Saving for Retirement at All Ages
  • Quarter 1 2013
    • 7 Major Tax Changes In The Fiscal Cliff Law
    • Will Your Retirement Assets Last?
    • New Regulations Fill in Gaps on 3.8% Surtax
  • May/June 2012
    • Watch Out For Potholes That Could Sidetrack Your Plans
    • Hands Off!  4 Asset-protection Strategies To Consider Including In Your Wealth Management Plan
    • Should You Reinvest Dividend Income?
    • A Blended Family Can Benefit From A QTIP Trust
  • March/April 2012
    • Is Market Volatility Keeping You Up At Night?
    • Turn Rental Real Estate Activity Losses Into Tax Benefits
    • 6 Wealth Management Strategies In A Low Interest Rate Environment
    • Rules to Give By
  • January/February 2012
    • What To Do When A Fund Manager Leaves
    • Exemption Portability Not All It's Cracked Up To Be
    • Money Doesn't Grown On Trees
    • What Does 2012 Hold For Your Personal Financial Standing?
  • November/December 2011
    • Is It Time To Sell?
    • HSA + HDHP = Cost-Effective Health Care Funding
    • The Tax Lay of the Land
    • Gain Financial Flexibility With A Savings Plan
  • September/October 2011
    • ETF's VS. Mutual Funds
    • Turning Your Ownership Interest Into Cash For Retirement
    • Do You Need Long Term Care Insurance?
    • A Primer On The Probate Process
  • July/August 2011
    • The Brighter Side of Capital Losses
    • Rebalanced Your Portfolio, Recently?
    • Playing Catch-Up With Your Retirement Savings
    • Greater Wealth-Transfer Opportunities Now Available
  • May/June 2011
    • Buying Bonds?  Your Choices Range From Consverative to Speculative
    • The Cost of Being a Member of the Sandwich Generation
    • Mortgage Sweet Mortgage:  Choosing the Right Loan is Just as Important as Choosing the Right Home
    • Love, Marriage and then a Postnuptial Agreement
  • March/April 2011
    • Bond Credit Raitings 101
    • What To Consider When Naming Retirement Plan Beneficiaries
    • Should You Invest In Emerging Markets?
    • Tax Breaks Associated With Owning a Vacation Home
  • May/June 2010
    • Decision Time - When to Begin Taking Social Security Benefits Requires Planning
    • Bond Investing 101: Interpreting the Yield Curve
    • Save or Dump? Retention Guidelines Help Determine Whether to Keep or Shred Tax Records
    • Up in the Air - With the Estate Tax in Flux, do you Know What Your Estate Plan Says?
  • November/December 2010
    • Higher Interest Rates Ahead? Bond Fund Investors Need to Plan for Multiple Scenarios
    • Accelerating your Mortgage Payoff: Good Idea or Wasted Opportunity?
    • Life's Uncertain - Consider Disability Insurance
    • A Guiding Light Even After Death - Pass your Wealth and Values on to Loved Ones with an Incentive Trust
  • September/October 2010
    • 740 or Bust - How to Raise Your Credit Score
    • Overseer of a Loved One's Estate - Are you Prepared to be an Executor or Personal Representative?
    • Tax Tips to Help you Get the Most from Your Investments
    • Health Care Reform and Your Taxes
  • January/February 2011
    • Does Your Bank Still Meet Your Needs?
    • Keep Emotions In Check When Making Investment Decisions
    • Tax Reduction Stategies For a Growing Family
    • 2 Charitable Giving Vehicles:  DAFs and Private Foundations
  • July/August 2010
    • Regular Income Can Pay Dividends
    • A Needle in a Haystack - Among All of the Choices, How do You Find the Right Mutual Funds?
    • Do You Need Directors and Officers Insurance?
    • Claim a Tax Break Without Leaving the Home
  • March/April 2010
    • IRA Savings Can Get You Closer to Your Goals
    • 4 Principles for Successful Investing
    • When is the Right Time to Make Charitable Donations?
    • Take a Bite out of Fradulent Crime with a Few Simple Steps
  • Janaury/February 2010
    • Do You Think College Financial Aid is out of Your Reach?
    • Time to Catch Your Breath - The New Year Offers a Chance to Sit Down and Reassess Your Financial Standing
    • During Market Uncertainty, Annuities Can Offer Reassuring Value
    • Document it or Lose it - Substantiation Rules for Charitable Gifts
  • November/December 2009
    • Two Options One Choice - As Retirement Nears, Should you Keep Funds in your Employer's 401(k) Plan or Roll Over into an IRA?
    • Is it Time to Refinance Your Mortgage?
    • On the Same Page - Communicate Your Estate Planning Motives With a Mission Statement
    • 21st Century Financial Services - Go Online to Manage Your Personal Finances
  • September/October 2009
    • Nest Egg Repair - Rebuild Your Retirement Savings One Step at a Time
    • Do You Have Enough Life Insurance?
    • An Additional Gift for Your Heirs? - Educate Beneficiaries on the Advantages of Using a Trust
    • Smooth Transition - Financial Tips for Managing Unemployment
  • July/August 2009
    • Do Your Dependents Qualify You for Tax Breaks?
    • Education Savings - Making the Most of Your 529 Plan
    • Planning Ahead - Tips for a Near-Term Retirement
    • Consider Taxes Before You Hire Household Help
  • May/June 2009
    • Personal Finance 101 - Advice for Recent Grads
    • Avoid 2 Costly Life Insurance Snafus with an ILIT
    • A Silver Lining - Market Drops Can Provide Long-Term Opportunity
    • Are Tax-Free Investments Really Worth It?
  • March/April 2009
    • Upside Down - Cutting Your Taxes with Capital Losses
    • Should You Put Your Trust in a Living Trust?
    • Risk vs. Reward - the Potential Benefits - and Pitfalls - of Emerging Markets Investing
    • Property Swap - Defer Capital Gains Taxes with a Like-Kind Exchange
  • January/February 2009
    • HSAs Offer Tax-Free Health Care Savings
    • Rebalance Regularly to Reduce Portfolio Imbalances
    • Until Death - or Divorce - Do We Part
    • Private Foundations - They're Not Just for the Rich and Famous
    • Protecting Your Portfolio from Bond Calls
  • November/December 2008
    • Heart to Heart - Discussing Care and Finances with Your Aging Parents
    • Dividends Can Help You Manage Market Volatility
    • Give and Take - Donate to Charity with a CRT of CLT and Enjoy Multiple Benefits
    • Protecting What's Yours - Asset Protection Should be a Vital Part of Your Wealth Management Plan
  • September/October 2008
    • Do You Have Enough Coverage? You Might Need More Disability Income Insurance than You Think
    • Traditional IRA Distributions - Transfer More Wealth to Your Heirs by Understanding the Rules
    • 4 Tips for Investing in an Economic Downturn
    • Preparing for the Worst - How to Disaster-Proof Your Financial Life
  • July/August 2008
    • Best Foot Forward - Incentive Trusts Pass on Wealth and Encourage Good Behavior
    • How to Get Cash out of Your Closely Held Business
    • Wearing your Investment Heart on your Sleeve? Why Emotions Can Get in the Way of Financial Success
    • Automatic Enrollment: No Retirement Security Guarantee
  • November/December 2007
    • Managing Your AMT Exposure - Strategies to Help Minimize the Impact of this Parallel Tax System
    • Nor Born in the USA - Ensure that Your Noncitizen Spouse Enjoys the Benefits of Your Estate
    • Ease Your Mind as You Head Toward Retirement with an Annuity
    • Decisions, Decisions - How to Make the Right One When the Time Comes to Choose Your Successor
  • September/October 2007
    • Attention: Would-Be Directors and Officers - Protect Yourself with D&O Insurance
    • Installment Sales - Sell Assets Now, Pay Taxes Later
    • Balancing Act - Choosing Your Portfolio's Core and Noncore Investments
    • How Will Relocating Affect Your Taxes?
  • July/August 2007
    • To Stay Financially Independent, Plan Ahead
    • The Best Gift You'll Never Receive - Gifting Highly Appreciated Securities to Charity
    • Casting a Safety Net - A Buy-Sell Agreement Can Protect Your Business
    • Measure Fund Performance by Total Return, Not NAV
  • May/June 2007
    • Closing the Sale - Financial, Estate and Income Tax Planning Implications of Selling Your Business
    • Beyond Diversification - Why International Investing Makes Sense
    • Time to Cash Out? Selling Your Home for the Right Reasons
    • Windfall Strategy - Planning for Higher Income Years
  • November/December 2006
    • Building the Better Trust - How to Head Off Unintended Problems Down the Road
    • Expecting a Baby? Expect Financial Challenges
    • Take Advantage of your Employer's Retirement Plan
    • Tax-Wise Investing with Municipal Bonds
  • September/October 2006
    • Are They Ready for the Real World? Financial Advice for Recent Grads and Other Young Adults
    • Minimize the Social Security Tax Burden Without Minimizing Benefits
    • What to Look for in a Mutual Fund
    • State Inheritance Taxes: An Often-Overlooked Planning Issue
    • Umbrella Policies Can Mean Extra Protection
  • July/August 2006
    • Talking Finances with Your Aging Parents
    • Don't be in Easy Target - Strategies for Protecting Your Assets
    • Greatest Gift - the Best Methods of Gifting to Minor Children
    • Term or Perm: Which type of Life Insurance do You Need?
    • For a Broader View of Value, Look at a Stock's PEG Ratio
  • May/June 2006
    • How Safe are Your Retirement Savings?
    • Family Limited Partnerships: Still a Viable Wealth Management Tool
    • Donating a Conservation Easement to Charity
    • Cash on Hand - Investing in Short-Term Securities
    • When - and When Not - to Pay Down Your Mortgage
  • March/April 2006
    • Get Your Financial House in Order - Simple Steps for Organizing Important Documents
    • Use if if You've Got it - Nonqualified Deferred Compensation Plans Offer Valuable Tax Benefits
    • You Can Borrow from Your 401(k), but Should You?
    • Disability Insurance: A Cushion From Life's Jolts
    • Deciphering the Language of Trusts
  • January/February 2006
    • Giving from the Heart - and Head - Find the Right Charitable Giving Option
    • Two Great Plans in One - Roth 401(k)s Combine Features of Popular Retirement Savings Vehicles
    • Protect Yourself From Identity Theft
    • Like-Kind Exchanges: A Powerful Tax-Deferment Tool
    • For Investors, Higher Income Can be Preferred
 
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