Index To Ideas
For You
Please use caution when accessing items on this page - check the dates at the bottom of each page, as some may be out-of-date.
Latest New Items:
Simplify Your Financial
Life
Should You Change The
Way You Plan For Your Future?
How Much Life Insurance
Do You Need?
Can I Stop My Computer
From Crashing?
New IRA Rules For 2001
Present New Opportunities
Congress Expands
Education IRAs
Coverdell Educational
Savings Plans - Changes During 2001
Check Out Tax-advantaged
Investments
Treasury Offers New
T-bill
How Do Falling
Interest Rates Affect Your Credit Card?
Consider Dollar-cost
Averaging
Consolidating College
Loans
Consider a Prenuptial
Agreement
Top 10 Investment Scams
College Savings -
Section 529 Plans Overview
Prepaid Tuition Plans -
Advantages & Disadvantages
Handling Estate
Financial Issues
Personal:
Education
College Savings
- Section 529 Plans Overview
Congress Expands
Education IRAs
Consolidating College
Loans
Coverdell Educational
Savings Plans - Changes During 2001
Education IRAs -
Regulations as of December 31, 2000
Hope Scholarship
Credit-Questions & Answers (1/98)
Lifetime Learning
Credit-Questions & Answers (1/98)
Prepaid Tuition Plans -
Advantages & Disadvantages
Taxes and College
Financial Aid
Estate Planning
Can Gifts Reduce My
Estate Taxes?
Congress Expands
Education IRAs
Estate planning: Will
Congress make it unnecessary?
Handling Estate
Financial Issues
New IRA Rules For 2001
Present New Opportunities
Should I Contribute to a
Roth IRA?
Should I Convert My
Traditional IRA to a Roth IRA?
When can you
use your IRA funds penalty free?
Finances
Consider a Prenuptial
Agreement
Divorce
and IRAs can present tax problems
Finding
Lost Assets
How Do Falling
Interest Rates Affect Your Credit Card?
IRS simplifies retirement
distribution rules - 2001
Major Types of Financial
Statement Fraud
New Lower Capital Gains
Rates
Records - Which to Keep
and When to Discard Them
Savings bond
alert!
Take Advantage of
Falling Interest Rates
Take Control of Your
Consumer Debt
Financial Planning
Check Out Tax-advantaged
Investments
College Savings
- Section 529 Plans Overview
Consolidating College
Loans
Financial Planning For
Women
Financial Resolutions
for a New Year & a New Century
IRS targets
fraudulent trusts - 12/2000
Reverse Mortgages - Are
They For You?
Review and Rebalance
Your Investment Portfolio
Review Your Mutual Funds
Should You Change The
Way You Plan For Your Future?
Simplify Your Financial
Life
Tax Planning Basics
Use your social security refund wisely
What to do
when you're in the money
When can you
use your IRA funds penalty free?
Home
Homeowners-Tax
Tips
What Do Individuals Need
To Do About The Y2K Bug?
Household Employees
Florida Unemployment
Compensation Tax - Who Must Report Wages
Household Employees -
Employment Taxes
Household Employees -
Making Tax Payments
Household Employees -
What Forms Must You File?
Insurance
How Much Life Insurance
Do You Need?
Review Your Insurance
Coverage For Gaps
Who should own your life
insurance policy?
Investing
Beware of online stock scams
Check Out Tax-advantaged
Investments
Consider Dollar-cost
Averaging
Review and Rebalance
Your Investment Portfolio
Review Your Mutual Funds
Simplify Your Financial
Life
Top 10 Investment Scams
Treasury Offers New
T-bill
Marriage & Family
College Savings
- Section 529 Plans Overview
Consider a Prenuptial
Agreement
Divorce
and IRAs can present tax problems
Getting
married? Time to talk about money
Should You Change The
Way You Plan For Your Future?
Teach
your children about money
On the Job
Avoiding Work-at-home
Scams
Casual dress, casual attitude?
E-mail Job Applications
Rejuvenating Your Career
Virtual Teams
Virtual Workplaces
Property Purchases and Sales
Homeowners-Tax Tips
Use Property Swaps To
Save Taxes
Retirement Planning
Divorce
and IRAs can present tax problems
Financial Planning For
Women
Financial resolutions
for a new year & a new century
IRAs - Important Changes
For 1997
IRAs For Retirement
Savings
IRS simplifies retirement
distribution rules - 2001
New IRA Rules For 2001
Present New Opportunities
Reverse Mortgages - Are
They For You?
Review and Rebalance
Your Investment Portfolio
Roth IRAs - IRS Questions
& Answers - 1999
Should I Contribute to a
Roth IRA?
Should I Convert My
Traditional IRA to a Roth IRA?
SIMPLE Retirement Plans
Traditional IRAs - 1998
Changes (as of 1/98)
When can you
use your IRA funds penalty free?
Using Technology
Can I Stop My Computer
From Crashing?
Constant Effort Is
Required To Keep Your PC Secure
Desktop Security
Suggestions
Individual Uses of the
Internet
Microsoft XP - Should You
Upgrade?
Taxes: Taxes
Business: Business
Computers and Technology: Computer
This publication provides business, financial planning, and/or tax information to our clients. All material is for general information only and should not be acted upon without seeking appropriate professional assistance. Read Disclaimer.