Life Events

Getting Married

Getting Married (or Divorced): Some Financial Guidelines
Life Insurance: How Much and What Kind To Buy

Becoming a Parent

Becoming a Parent: The Financial Considerations
The “Nanny Tax” Rules: What To Do If You Have Household Employees

Preparing for College

Your Child’s Education: How To Finance It
Higher Education Costs: How To Get The Best Tax Treatment

Developing a Financial Plan

Your Financial Plan: Getting Started On a Secure Future
Budgeting: How To Prepare a Workable Plan

Dealing with Your Bank

Bank Accounts: What To Look and Ask For
Applying For a Loan: How To Get The Best Loan At The Lowest Cost

Improving Your Credit

Credit Cards: How To Choose – And Use – Them Wisely
Credit Reports: What You Should Know – And Do – About Yours
Merchant Credit Card Abuses: What They Cannot Ask You To Do
Your Credit Card Rights: What To Do If You Have a Problem
Getting Out of Financial Trouble: Steps You Can Take

Choosing A Professional

Lawyers: How To Choose The Right One
Are You Getting Good Financial Advice?

Buying Insurance

Homeowner’s Insurance: How To Get The Best Coverage and Value
Car Insurance: 10 Cost-Cutters To Save You Money
Life Insurance: How Much and What Kind To Buy
Disability Insurance: What To Look For
Disability Benefits: How To Get All You’re Entitled To
Long-Term Care Insurance: How To Get The Best Deal
Annuities: How They Work and When You Should Use Them
The Affordable Care Act

Getting a Loan

Mortgage Alternatives: How To Choose The Right One
Refinancing Your Mortgage: When and How
Home Equity Loans: How To Shop For The One That Is Best For You
Mortgage Lock-ins: Questions To Ask
Getting Out of Financial Trouble: Steps You Can Take

Planning For Retirement

Your Retirement Plan: How To Get Started
10 Retirement Saving Tips
Social Security Benefits: How To Get The Maximum Amount
Should You Count On Social Security?
Annuities: How They Work and When You Should Use Them
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them
The “SIMPLE” Plan: A Retirement Plan for the Really Small Business

Buying & Maintaining A Car

Your Next Car: Should You Buy Or Lease?
Car Insurance: 10 Cost-Cutters To Save You Money

Buying & Selling A Home

Buying a Home: What To Do and How To Do It
Homeowner’s Insurance: How To Get The Best Coverage and Value
Mortgage Alternatives: How To Choose The Right One
Home Mortgage Interest Deductions
The Deductibility of Points
Refinancing Your Mortgage: When and How
Selling Your Home: How To Do It Effectively
Selling Your Home: How To Minimize the Tax On the Gain
Which Moving Expenses Are Deductible?
The Deduction For Real Estate Taxes

Planning Your Estate

Estate Planning: How To Get Started
Post-Mortem Letter: How To Prepare It and What To Include
Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Roth IRAs: How They Work and How To Use Them

Making Charitable Contributions

Charitable Contributions: How To Give Wisely
Charitable Contributions of Property: Maximizing the Deduction
What Records You Must Keep Relating To Your Charitable Contributions
Advanced Charity Techniques: Maximizing Your Deduction
Fraudulent Charities: How To Protect Yourself

Avoiding Scams

Con Artists: How To Spot and Stop Them
Fraudulent Charities: How To Protect Yourself

Getting Divorced or Becoming Widowed

Getting Married (or Divorced): Some Financial Guidelines
Life Insurance: How Much and What Kind To Buy

Coping with Major Illness

Long-Term Care Insurance: How To Get The Best Deal
Disability Insurance: What To Look For
Disability Benefits: How To Get All You’re Entitled To
Social Security Benefits: How To Get The Maximum Amount

Coping with Death of a Loved One

Death of a Spouse: Financial Steps You Should Take
Funerals: What To Do At This Stressful Time
Post-Mortem Letter: How To Prepare It and What To Include

Improving Your Retirement

Retirement Plan Distributions: When To Take Them
Retirement Plan Distributions: How To Take Them
Social Security Benefits: How To Get The Maximum Amount
Survivors Benefits: A Guide To This Often overlooked Insurance Add-On
Your Pension: What You’re Entitled To
Reverse Mortgages: How They Can Enhance Your Retirement
Tap Your Retirement Money Early and Minimize Penalties
Annuities: How They Work and When You Should Use Them
Roth IRAs: How They Work and How To Use Them

Handling Other Situations

Saving Money: 10 Major Ways To Increase Your Nest Egg
Recordkeeping Guide: How Long You Should Retain Your Records
Document Locator System: A Handy Aid For Keeping Track of Your Records