Sources of Information
How to Select a Financial Advisor
- 10 Questions to Ask your Financial Planner
- Cutting through the Confusion: Where to Turn for Help with Your Investments (Consumer Group) (.pdf)
- Why you should choose a Certified Financial Planner (CFP) (.pdf)
- How a Financial Planner Can Help You...And How to Choose the Right One (.pdf)
- Selecting an investment advisor- The investor's right to know (.pdf)
- Why select a Chartered Financial Analyst (CFA) charterholder? (.pdf)
From the Financial Planning Association
- How a Financial Planner Can Help You...And How to Choose the Right One (.pdf)
- Planning for the Stages of Retirement (.pdf)
- Planning for the Cost of Higher Education (.pdf)
- Planning for Long-Term Health Care (.pdf)
- Estate Planning for Everyone (.pdf)
The How and Why of Financial Planning
- What you should know about Financial Planning (.pdf)
- Savings Fitness: a Guide to your Money and Financial Future from the USDA (3.2mb) (.pdf)
- Stock Option Financial Planning
What You Should Know About Retirement
- Retirement - Planning for an Unplanned Retirement
- Retirement Income Projections - Getting Useful Numbers
- Investment Risk: A Short Course
- Tax Tips for Early Retirement
- Long Term Care:A discrepancy between fact and fiction
- The Changing Face of Retirement
- Insurance Information for Retirees
- Comfortable Retirement
- Long Term Care Insurance- Smart Ways to Save
- Questions for Your Retirement
Articles on Specific Topics
- Learn how to evaluate investment portfolio performance (.pdf)
- Managing the relationship between you and your advisor (.pdf)
- The value of an annual report (.pdf)
- Defining your investment objectives (.pdf)
- A quick look at proxy statements (.pdf)
- College Planning
- Estate Planning
- Financial Planning
- CFP- Why is it important? (.pdf)
- Long term care brochure from the Financial Planning Association (.pdf)
- Avoiding financial Scams
- 10 Questions to Ask Your Financial Planner
- Planning a Comfortable Retirement
- Information on a Reverse Mortgage (.pdf)
Quotes on Finance and Life
Many excerpts from newsletters and my collections over the years.