Articles

Advantages of Fee-Only Planners

• The Financial Planner “Name Game”
• When Your Broker Might Not Really Be Your Friend
• 8 Things Your Financial Planner Won’t Tell You

College Funding

• Six Secrets About College Financial Aid

Estate Planning

• What Not To Do When Inheriting Wealth

Financial Planning

• Debt Overload: 5 Red Flags
• How Small Cuts Become Huge Savings

Identity Theft

• Make Your Identity Useless To Thieves
• What to Do If You Are a Victim of Identity Theft
• Recovering From Identity Theft
• Identity Theft Resource Center

Investing

• Top Things To Know about Investing In Mutual Funds
• What Are Index Funds?
• * Our Investment Philosophy *
• * Active Versus Passive Investing *
• * Mutual Funds Versus Stocks *
• Asset Location Is As Important As Asset Allocation

Variable Annuities

• Variable Annuities Aren’t For Everyone
• Don’t Put Your IRA in A Variable Annuity- Part 1
• Don’t Put Your IRA in A Variable Annuity – Part 2