FINANCIAL PLANNING REPORTS

 
       The reports listed below are a series of articles about various financial planning topics. If there are any topics of personal interest that you'd like more information on, please email your request to our office.
 

• ANNUITIES
• Getting Out of Your Annuity- CBS Markewatch, August 6, 2002
• ANNUITIES- The 6.4 Billion Rip-off, Barron's Magazine, March 26, 2000
• ANNUTIES- Financial Planning Magazine, July 2000
 
• AUDITS
• Excerpts from Outstanding Investment Digest, May 2000
• 15 Ways to Trigger IRS Attention, by Andrea Coombes, January 30, 2003
• More Filers Targets by the IRS, by Andrea Coombes, November 4, 2005
 
• BANK: How to Pick a Bank- Nine Rules to Guide You, by Gail Lieberman and Alan Levine, October 25, 2005

 
• BANKRUPTCY: Limited Options as Bankruptcy Gets Tougher, by Andrea Coombes, October 18, 2005

 
• BONUS CHECKS

 
• CAR PURCHASES and HYBRID VS GAS

 
• CARING FOR ELDERLY PARENTS
• NATIONAL CENTER ON CAREGIVING- resources and articles
• GET IT IN WRITING, A CONTRACT FOR LONG-TERM CARE HELP, by Jenny Callison, June 2008
• WHEN DISTANT PARENTS NEED YOUR HELP, Kiplinger's
• PLANNING FOR LONG-DISTANCE CARE
 
• CHARITY
• CHARITY SITES THAT LET DONORS CALL THE SHOTS, by Tyler Hill, August 11, 2008
 
• CHILDREN
• PRACTICAL MONEY COURSES MISSING IN SCHOOL, by Andrea Coombes, September 22, 2003
• TEACHING KIDS ABOUT MONEY
• TEACH YOUR CHILDREN WELL, by Ben Stein, Financial Planning, November 2002
• TEACH YOUR PRESCHOOLER TO MANAGE MONEY, by Marshall Loeb, April 20, 2005
• WEBSITES TEACH CHILDREN HOW TO MANAGE MONEY, CBS Marketwatch, June 2005
• WEBSITES FOR YOUNG INVESTORS
 
• COLLEGE FUNDING (click here for additional articles, worksheets and financial aid information)
 
• FIVE WAYS TO GET MORE FINANCIAL AID, by Stacey Bradford, SmartMoney.com, January 3, 2007
• BEST WAYS TO GET COLLEGE LOANS, by Robert Tomsho, WSJ, August 12, 2008
• COLLEGE SAVINGS STRATEGIES BECOME KEY AS CREDIT CRUNCH HITS LENDERS, by Andrea Coombes, October 5, 2008
• Tough Assignment- Finding College Loans, by Robert Tomsho, WSJ, June 2, 2008
• Grads can Find Relief with Loan Forgiveness- by Melissa Korn, WSJ, July 28, 2008
• LESS COSTLY OPTIONS FOR TEXTBOOKS, by Kelli B. Grant, WSJ, August 5, 2008
• SAVING MONEY ON YOUR TEXTBOOKS, by Marshall Loeb, August 26, 2004
• LANDING THE BEST LOAN, by Kathy Yakal, Barron's Online, June 12, 2006
• COSTS AND BENEFITS of COLLEGE, Cape Cod Times, August 2002, by Thomas Graf
• STATES OFFERING DISCOUNTED COLLEGE COURSES TO HIGH SCHOOLERS, by Chris Pummer, September 9, 2008
 
• COMPUTER VIRUS TIPS

 
• COST CLIPPING-USING THE INTERNET TO SAVE ON GROCERIES, DINING OUT & MORE, by AMY HOAK, CBS Marketwatch, June 16, 2008

 
• CREDIT CARDS
• CREDIT CARDS- MONEY FOR NOTHING- by Ray Martin, October 3, 2002
• FINDING FRIENDLY CREDIT CARDS (CONSUMER REPORTS TOP TEN RANKING), by Andrea Coombes, October 4, 2005
 
• CREDIT PROTECTION
• CREDIT FRAUD
• CREDIT, MEDICAL, INSURANCE & OTHER REPORTS: WHO HAS INFORMATION ON YOU -  AND WHAT DO THOSE FILES SAY, by Ric Edelman, Inside Finance, September 20, 2005
 
• DARK SIDE OF REMODELING

 
• DEBT
• GETTING OUT OF DEBT
• CONSIDERING A HOME EQUITY LINE OF CREDIT? by Ric Edelman, January 5, 2005
 
• DIRECT BUYING: TRY THE MANUFACTURER, by Aviya Kushner, October 27, 2005

 
• DIVERSIFYING COMPANY STOCK

 
• DIVORCE

 
• ESTATE PLANNING- An Overview
• APPOINTING A GUARDIAN for your children
• CHECKLIST
• OTHER ISSUES
• DISABILITY PLANNING
• HEALTHCARE PROXIES
• SIMPLE WILLS
• TAXES
• TRUSTS

 
• FAMILY-OWNED BUSINESS

 
• FAMILY FINANCES: To Have and To Hold, How to Handle the Family Finances as the Surviving Spouse

 
• GIFTS AND TAXES
• GIFTS & INHERITANCES TO CHILDREN, by Jackie Cohen, January 21, 2005
• WHAT TO DO WITH A DUD GIFT, by Marshall Loeb, December 7, 2004
 
• GRADUATE DEGREES- FINANCING OPTIONS

 
• HOME PURCHASES

 
• HOUSING BILL- HIDDEN TAX TRAPS, by Eva Rosenburg, July 28, 2008

 
• HOW MUCH ARE THOSE "CHEAP TRADES" REALLY COSTING YOU?

 
• INSURANCE
• OFFICE POLICIES: SHOULD YOU TAKE YOUR EMPLOYER'S INSURANCE OFFERINGS, by Jennifer Openshaw, November 4, 2005
• AUTO
• INSURING YOUR TEEN, by Marshall Loeb, July 7, 2008
• TEENS ARE A SURE WAY TO HIGHER PREMIUMS, by Andrea Coombes, November 7, 2005
• DISABILITY
• FLOOD: On the Water Front: Floods Range Far and Wide, so You May Need Special Insurance, by Jennifer Openshaw, September 22, 2005
• HEALTH
• Back-to-school with Affordable Health Care, by Marshall Loeb, August 30, 2005
• Cheap Health Insurance Options for Temporary Coverage, by Kristen Gerencher, March 7, 2003
• MEDICAID/MEDICARE PLANNING
• MEDICARE, MEDICAID, MEDIGAP
• SHOPPING FOR A MEDICARE DRUG PLAN, by Kristen Gerencher, October 5, 2005
• MEDIGAP- Purchase policy based on price & benefits, CBS Marketwatch, August 7, 2003
• MEDICAL TAX DEDUCTIONS, by Kay Bell, February 6, 2003
• Medical policies that travel well-Check health insurance plans before going abroad, by Kristen Gerencher, December 30, 2004
• Retiree Options, by Ray Martin, August 12, 2003
• HOMEOWNERS
• Don't File Small Claims on Your Insurance, by Ric Edelman, February  2003
• Inventory Your Possessions in Case of Emergency, by Marshall Loeb, January 20, 2005
• Six tips to protect against price hikes, cancellation, by Kristen Gerencher, May 14, 2003
• LIFE
• LONG-TERM CARE ISURANCE
• LONG-TERM CARE- THE NEW RULES- January 23, 2006
• LONG-TERM CARE, Barron's Magazine, March 27, 2000.
• LONG-TERM CARE INSURANCE POLICIES
• LONG-TERM CARE POLICIES as a benefit of employement, September 20, 2002
• LONG-TERM CARE RATE HIKES, February 6, 2003
• LONG-TERM CARE INSURANCE IS NOT FOR EVERYONE, by Ray Martin, September 25, 2002
• LONG-TERM CARE- Better Health, More Financial Uncertainly for 50+, May 2002
• SHOPPING FOR LONG-TERM CARE INSURANCE, May 2002
• RENTERS

 
• INTERNET WEBSITES

 
• LOANS TO FAMILY MEMBERS, by Andrea Coombes , September 3, 2003, CBS Marketwatch

 
• MARRIAGE
• NEWLYWEDS
• PRENUPTIAL AGREEMENTS
• TRUST BEFORE MARRIAGE: ASSET PROTECTION MOVES TO A NEW PRENUPTIAL LEVEL, by Thomas Kostigen, October 3, 2005

 
• MORTGAGES
• ABOUT-FACE ON REVERSE MORTGAGES, by Thomas Kostigen, January 20, 2006
• LET YOUR HOME PAY FOR YOU: Reverse Mortgages Gain in Popularity, but Beware, by Jennifer Openshaw, August 10, 2005
• REVERSE MORTGAGES- Financial Planning, February 2002
• MORTGAGE REFINANCING AND TAXES
 
• NURSING HOME CHOICES- by Marshall Loeb, CBS Marketwatch.com, February 10, 2003

 
• RENTING A CAR ABROAD

 
• RETIREMENT INCOME AND ACCOUNTS
• RETIREMENT: MAXIMIZING 401k PLANS, by Robert Powell, January 21, 2005
• RETIREMENT FOR SELF-EMPLOYED WORKERS, by Robert Powell, September 1, 2005
 
• ROTH 401K:
• ROTH 401K RULES OF THUMB, by Robert Powell, November 4, 2005
• ROTH 401K in 2006? NOT THAT LIKELY, by Andrea Coombes, September 5, 2005
• TAXING DECISION- IS ROTH 401K RIGHT FOR YOU, by Chuck Jaffe, September 21, 2005
 
• SAVINGS BONDS

 
• SAVING MONEY-10 STRATEGIES TO SAVE MONEY, by Mary Rowland

 
• SOCIAL SECURITY: WHAT TO EXPECT

 
• TAX INFORMATION AND ARTICLES

 
• TRAVEL
• CELL PHONES ABROAD- LEAVE THEM AT HOME, by Brett Arends, July 29, 2008
• CURRENCY CONCERNS: Choosing the right payment option when traveling overseas, by Jennifer Openshaw, October 18, 2005.
• FUN PARK FOR LESS, by Liz Pulliam Weston, MSN Money, August 5, 2008
• VALUE VACATIONS, by Gene Fairbrother, November 2004
 
• WITHHOLDING- TIME TO CHECK TO AVOID OVERPAYING/UNDERPAYING TAXES, by Kristen Gerencher, CBS Marketwatch.com, October 31, 2002

 email at: nancy.thrasher@gmail.com 

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