Broker Check

Newsletter and Article Archives

Newsletter Archives

Money Matters 07/09  - articles include:  "It's Not What You Earn - It's What You Keep," "Will the Estate Tax Stay Repealed for 2010," "You've Lost Your Job Now What?"

Money Matters 06/09 - articles include:  "Annuity Maximization: A Strategy to Leave More to Your Heirs," "Retirement Plan and IRA Limits for 2009," "The Higher Education Opportunity Act."

Money Matters 05/09  - articles include: "Rethinking Your Retirement Game Plan," "What are the pros and cons of online banking?", "How can I protect my online finances?", "Tax-Friendly States for Retirees."

Money Matters 03/09  - articles include: "Buying a Home in Foreclosure," "Can I roll over funds from my 401(k) to a Roth IRA?", "I inherited my spouse's traditional IRA. Now what?", "What can we learn from the subprime mortgage mess?", "When's the best time to refinance my mortgage?"

Money Matters 02/09 - articles include: "Should I lend money to a family member?", "Is it a good idea to cosign a loan?", "Is my pension safe if my employer goes bust?", "Should I take my pension benefit in a lump sum or an annuity?", "Five Ideas for Staying Sane in a Crazy Market."


Article Archives:

Financially Speaking - Brian's weekly column that has appeared in THE AEGIS.

Views on Wealth Building

Saving Grace

Graduating Into Debt

Caught In A Bind

Reality Check

Mortgaging Your Future

Mistakes Happen

Cashing Out

Keep It Simple

It Pays To Save

Financial Diet

The Matter of Security

The New Roth 401K

Systematic Investing

The Human Touch

Mounting Debt

Payable On Death

All Your Eggs In One Basket

Electronic Payments

Pay Bills Online

Time To Consolidate

Seniors Tap Home Equity

What Benefits You Most

Option For Homeowners

Banking On Inheritance

Music To Your Ears

Role Reversal

College Savings

Energy Efficient Mortgage

New Benefit For Beneficiaries

Playing Your Cards Right

Look Down The Road

Don't Take the Phish Bait

It's in the Cards

A Dollar Saved