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ACS, Inc.

Alan Haft

AnchorBayTile.com, Inc.

Bacon Addicts

Ballpark Blueprints

Beauty Junkees

Bridge Partners, LLC

C2 Education

Calendars.com

calendars.com

Calendars.com - Halloween

Canine Convertibles Collars

Carved Creations

Cinna Health Products, a division of Molecular Research Center, Inc.

Cogswell Innovations

Cool-jams

CoolSnowGlobes

Creation Crate

DazzleDogDelight.com

DeVine Lip Shimmers

eco•ditty™

eco-artware.com

EcoSouLife

Exposures Online

For The Fit, Inc. (ForTheFit.com)

Fuego

Fustini's

GemTime, Inc.

girltrunks

Glimling

Gotta Love This

GrowthChartArt.com

Helle Comfort

Home Health Mates, L.L.C.

Ilene Berg Shoes

John Christian

JustBe

Le Gourmet Gift Basket, Inc.

Leading Edge Gifts

LoanWell Financial Corporation

Lori Bonn Jewelry

Muehle

Nourish

Old Limestone

One Small Step

OrganiKits

Outlaw Soaps

Palm Beach Jewelry Holiday 2009

Pathfinder

Pathfinder Small Carry-On

PC Professor

PC USA Computer Solutions Provider Inc.

Pure Play Kids

Quokka

Russell Speeders Car Wash

Salacia Salts

Savvylicious

Seelect

Shangri La Chocolate

Shields Company, Inc.

ShipStation

ShoeMoney Media Group, Inc.

SinglesSwag

Sipping Beauty

Stain Rx

Stinky Candle Company

Sundae Spa

Sweet and Saucy

The 8 Colors of Fitness, L.L.C.

The Bearded Bastard

The Gourmet Gift Shop

The Isle Casino Pompano Park

The Organized Parent

Thermal Hair Care

Totally Bamboo

TravelEyez

U.S. Site Corp.

XBLUE Networks, L.L.C.

Zable Fisher Public Relations

Contact Info

Topics Alan Can Provide Input On

Topics Alan Can Provide Input On:

 

  • Year-End Checklist

—     The top 10 money matters you don’t want to miss

 

  • 7 Ways to Cut Taxes

 

  • Five Common Investment Mistakes

—     How many are you making?

 

  • Considering a Financial Advisor?

—     Key questions to answer

 

  • Interviewing Your Next Financial Planner

—     Discuss fees as well as services

 

  • Custodial Accounts and Trusts

—     Using them to avoid estate taxes

 

  • Employer-Sponsored Retirement Plans

—     Should you roll yours over into an IRA?

 

  • Will Your Well Run Dry?

—     Preparing for retirement

 

  • How to Choose a Mutual Fund

 

  • The Benefits of Diversification

—     Balance and portfolio stability

 

  • The Index Advantage

—     Market gains potential with lower costs and less risk

 

  • Small Company Stocks

—     Providing big results and portfolio balance

 

  • Real Estate Investment Trusts

—     Is the boom over?

 

  • Evaluating Performance         

—     Using market indices


 

  • Portfolio Rebalancing

—     A declining market presents good opportunities

 

  • Hollywood and the Art of Investing

—     The top 10 lessons Hollywood taught me about investing

 

  • More Income, Less Risk

—     The genius behind a peanut butter and jelly sandwich

 

  • The Power of Dividends

—     Using stocks to generate income

 

  • Preferred Stocks

—     Another way to create income

 

  • Real Estate without the Headache

—     Using REITs for income

 

  • Government-backed Mortgage Securities

—     Introducing Ginny Mae

 

  • Bond Funds vs. Bond Ladders

 

  • Bonds: Understanding the Effect of Interest Rates

—     Duration: What is it?

 

  • The Attraction of Bond Funds

—     Demystifying yield

 

  • Annuity Owner Mistakes

 

  • Index Annuities

—     Is there such a thing as no-risk gambling?

 

  • Variable Annuities

—     Should you purchase one?

 

  • When You Need the Cash Now

—     Getting out of your annuity, without getting into a new one

 

  • IRAs: Frequently Asked Questions

—     Contributions, withdrawals, and penalties

 

  • Converting to a Roth IRA

—     Factors to consider

 

  • Liquidate your IRAs?

—     Why you may want to cash out

 

  • Beneficiaries and Required Distributions

—     How your designations affect your heirs

 

  • Extending the life of your IRA

 

  • Self-directed IRAs

 

  • Lifetime Income & A Tax Free IRA To Heirs?

 

  • Understanding Tax Efficiency

—     Tips to save you money on April 15

 

  • Taking Advantage of the 2003 Tax Act

—     Many investors are still missing out

 

  • The New Tax Law

—     Mostly good news for investors

 

  • How Will You Spend Your Tax Refund?

 

  • Eliminate Capital Gains?

 

  • Not Concerned About the Federal Budget?

—     The deficit: Why you should care

 

  • Currency Values

—     The falling dollar

 

  • The Price of Crude

—     Oil and your money

 

  • The Threat of Inflation

—     Rising interest rates and bonds         

 

  • Isn’t a Will Enough?

—     Why you may need a living trust

 

  • Long-Term Care

—     It’s not for everyone

 

  • Medicaid Eligibility

—     Even the middle-income may qualify

 

  • Medicare Prescription Drug Plans

—     Compare before you decide

 

  • Gift of a Lifetime

—     Savings accounts for kids

 

  • Not for School Only

—     529 Plans for retirees

 

 

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