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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