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M. Poole Notation: “MP
says read this to get some great tips to help get you debt
free and stay that way!"
Moving Towards a No-Debt Lifestyle (PDF)
FPA Financial Planning Perspectives - April 2010
M. Poole Notation: “MP
says read this before you make the first move to get rich
from buying a foreclosure....it may not be the right thing
for you."
Investing in a "Troubled" Home (PDF)
FPA Financial Planning Perspectives - April 2010
M. Poole Notation: “MP
says Budget tips on ways to save to make that important 401k
contribution if you are over 50!"
Ways to Afford your 401k Catch Up Contribution (PDF)
FPA Financial Planning Perspectives - March 2010
M. Poole Notation: “MP
says If you want a new 2nd or 3rd career, this article has
great tips to consider before making the change."
New Careers After 50 (PDF)
FPA Financial Planning Perspectives - March 2010
M. Poole Notation: “Downsizing
does not always mean something bad."
Downsizing Isn’t All About Stuff (PDF)
FPA Financial Planning Perspectives - February 2010
M. Poole Notation: “In
this low interest rate environment personal loans can be
a solution."
The Return of the Personal Loan (PDF)
FPA Financial Planning Perspectives - February 2010
M. Poole Notation: “Its
2010 - Get the year off to a good start with these tips."
How to Get 2010 Off to a Great Financial Start (PDF)
FPA Financial Planning Perspectives - January 2010
M. Poole Notation: “2010
is now a ‘Holiday’ for estate taxes - read more
to see if that is true."
Keep an Eye on Your State’s Estate and Inheritance
Tax Policy (PDF)
FPA Financial Planning Perspectives - January 2010
M. Poole Notation: “Personality
can impact financial decision making. Read this article to
identify how your personality can be impacting the financial
decisions you are making."
How your Personality (PDF)
FPA Financial Planning Perspectives - December 2009
M. Poole Notation: “Read
this article if you want to understand if you should consider
disability coverage."
Need for Disability Coverage (PDF)
FPA Financial Planning Perspectives - December 2009
M. Poole Notation: “If
you have children in college, now is a good time to consider
a "kiddie" condo!"
With Real Estate Struggling (PDF)
FPA Financial Planning Perspectives - November 2009
M. Poole Notation: “If
you are worried about the Federal Estate Tax, read this article
on how to prepare."
Prepare now for the Estate Tax (PDF)
FPA Financial Planning Perspectives - November 2009
M. Poole Notation: “This
article provides 10 steps to consider as you look for ways
to cut spending
and debt."
10 Tips to Slash Debt and Spending (PDF)
FPA Financial Planning Perspectives - October 2009
M. Poole Notation: “There
are a number of misconceptions about how Medicare and Medicaid
works.
This is a must read article for everyone."
Primer on Medicare and Medicaid (PDF)
FPA Financial Planning Perspectives - October 2009
M. Poole Notation: “This
article notes that a recent study shows individuals stuck
with their 401k contributions but moved to more conservative
investments. There are recommendations about things to review
regarding the 401k allocations."
Taking a Fresh Look at 401k Allocations (PDF)
FPA Financial Planning Perspectives - September 2009
M. Poole Notation: “If
your 401k is invested in Target Date Funds, this is a great
article to read and answer the questions to ensure that is
where you want to be."
Should you bother with Target Date Funds Anymore? (PDF)
FPA Financial Planning Perspectives - September 2009
M. Poole Notation: “This
article provides a great overview of the issues to think
about before investing in actively managed exchange traded
funds."
Understanding Actively Managed Exchange Traded Funds (PDF)
FPA Financial Planning Perspectives - August 2009
M. Poole Notation: “A
detailed commentary on reverse mortgages with both the FPA
and HFH Planning perspective included."
Reverse Mortgages (PDF)
FPA Financial Planning Perspectives - August 2009
M. Poole Notation: “This
article explains why its important to develop an exit plan
for a business owner especially in a tough economy."
Re-setting the Business Exit Plan in a Tough Economy (PDF)
FPA Financial Planning Perspectives - July 2009
M. Poole Notation: “A
great article for someone who is worried that their company
may be cutting staff or benefits and the things to do in
preparation."
Dealing With Companywide Pay and Benefits Cuts (PDF)
FPA Financial Planning Perspectives - July 2009
M. Poole Notation: “With
the increased volatility in the markets, now would be a great
time for a midyear financial checkup. The Financial Planning
Association has prepared a great article describing the reasons."
It’s Summertime – Not a Bad Time for a Midyear
Financial Checkup (PDF)
FPA Financial Planning Perspectives - June 2009
M. Poole Notation: “In
tough times, canceling 401k contributions or withdrawing
funds from a 401k may seem like a great solution. This
article prepared by the The Financial Planning Association
details why continuing the 401k contributions is important."
Don’t Let Economic Troubles Threaten Your Retirement
Plans (PDF)
FPA Financial Planning Perspectives - June 2009 |
