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Investment Planning |
The following articles were written by Joyce Franklin, CPA, CFP®.
Diversification - NEW
Planning for the Unexpected: Company Stock - NEW
Great Investors, in Their Own Words
Staying Rational When Mr. Market Isn't
A Closer Look at Socially Responsible Investing
Buying Mutual Funds at Year-End
Today's Stock Market: Stay the Course
Selling Company Stock
Kids' Investment Income
Bond Basics
Your Fun Money Portfolio
How to Choose a Mutual Fund
Finding Cash for a Down Payment
Solar Panels to Power Residential Energy Use - NEW
Tax Relief Act of 2010
What the New Health Care Reform Means for You
California Residents: Tax Law Changes
Homebuyer Tax Credit Extended
Tax Planning for 2009 and 2010
2009 Tax Law and Mortgage Changes
Phony IRS "Agents" May Be After Your Information
Deducting Gifts to Charity
Using a Down Market to Lower Your Future Tax Bill - NEW
Hybrid Cars: Save the Environment AND Save on Your Taxes
Wise Withholding
Energy Tax Breaks
Refinancing Your Home
401(k) and Retirement Plan Contribution Limits
Deduction for Sales Tax
Year-end Tax Planning
Sale of your Home
Business Expenses for the Self-Employed
Basics of Employee Stock Options
Home Mortgage Interest
Employee Stock Purchase Plans
Using Charitable Gifts to Reduce Taxes
Inherited IRAs (Non-Spouse Beneficiaries)
The Living Trust
Titling Your Property
Estate Planning in Non-Traditional Relationships
Revocable Living Trust
Why you Should Have a Will
Estate Planning Using a Roth IRA
The Alternative Valuation Date and Estate Taxes
Protecting Your Survivors
Earthquake Insurance and Disaster Planning (Word document)
How to Choose a Life Insurance Policy
Long-Term Disability Insurance
Long-Term Care Insurance
Converting a Traditional IRA to a Roth IRA - NEW
The Roth 401(k)
The Stretch IRA
Deferred Compensation
Spousal IRA
Designating a Beneficiary for Your 401(k)
Savvy Tips for International Travelers - NEW
How to Preserve Your Family's Wealth and Values - NEW
Smart Decisions for College Savings - NEW
Sustainable and Responsible Investing
Donor Advised Funds (Word document)
How to Stop Credit Card Solicitations
How to Reduce Unwanted Mail
Know Your Credit Status
At Open Enrollment Time... Choose Wisely
Section 529 College Savings Plans
Setting Goals
Splitting 401(k)s and IRAs in a divorce
Divorce Planning: Raising Cash After a Break-Up
August 2011 - NEW