Personal Planning Ideas

Some Conventional Wisdom on Investing

This article cannot tell you which stocks to pick, but you might consider the following advice from “the experts” . . . more

Dipping Your Toe in the Stock Market

Warren Buffet once said it’s better to look for a great stock at a good price, rather than a good stock at a great price . . . more

The World’s Oldest Will

Archeological evidence indicates that people have been writing wills for thousands of years. The oldest will ever found appears to have been left by an Egyptian more than 3,800 years ago . . . more

May 2007 Archive
What to Do About That Stock Market
Do You Know Where Your Accounts Are?
The World’s Oldest Will

April 2007 Archive
Discussing Finances with Parents
“Retire” from Being a Landlord
Life Insurance Can Make an Ideal Gift

March 2007 Archive
Choosing a Financial Planner
Hospice Helps Patients and Families
Take Care with Beneficiary Designations and Joint Property

February 2007 Archive
Favorable Guidance from IRS on IRA Gifts in 2007
Choosing the Trustee: An Important Decision
A Planning Idea You Can Flip Over

January 2007 Archive
Too Young for a Will?
Minimize Taxes from “Like-Kind” Exchanges
Should Your Estate Plan Include a Trust?

December 2006 Archive
Preserving Income Security After Retirement
How Long Must I Keep My Tax Records?
IRAs Continue to Mushroom in Value