Getting Married
Getting Married (or Divorced): Some Financial GuidelinesLife Insurance: How Much and What Kind To Buy
Becoming a Parent
Becoming a Parent: The Financial ConsiderationsThe “Nanny Tax” Rules: What To Do If You Have Household Employees
Preparing for College
Your Child’s Education: How To Finance ItHigher Education Costs: How To Get The Best Tax Treatment
Developing a Financial Plan
Your Financial Plan: Getting Started On a Secure FutureBudgeting: How To Prepare a Workable Plan
Dealing with Your Bank
Bank Accounts: What To Look and Ask ForApplying For a Loan: How To Get The Best Loan At The Lowest Cost
Improving Your Credit
Credit Cards: How To Choose – And Use – Them WiselyCredit Reports: What You Should Know – And Do – About YoursMerchant Credit Card Abuses: What They Cannot Ask You To DoYour Credit Card Rights: What To Do If You Have a ProblemGetting Out of Financial Trouble: Steps You Can Take
Choosing A Professional
Lawyers: How To Choose The Right OneAre You Getting Good Financial Advice?
Buying Insurance
Homeowner’s Insurance: How To Get The Best Coverage and ValueCar Insurance: 10 Cost-Cutters To Save You MoneyLife Insurance: How Much and What Kind To BuyDisability Insurance: What To Look ForDisability Benefits: How To Get All You’re Entitled ToLong-Term Care Insurance: How To Get The Best DealAnnuities: How They Work and When You Should Use ThemThe Affordable Care Act
Getting a Loan
Mortgage Alternatives: How To Choose The Right OneRefinancing Your Mortgage: When and HowHome Equity Loans: How To Shop For The One That Is Best For YouMortgage Lock-ins: Questions To AskGetting Out of Financial Trouble: Steps You Can Take
Planning For Retirement
Your Retirement Plan: How To Get Started10 Retirement Saving TipsSocial Security Benefits: How To Get The Maximum AmountShould You Count On Social Security?Annuities: How They Work and When You Should Use ThemRetirement Plan Distributions: When To Take ThemRetirement Plan Distributions: How To Take ThemRoth IRAs: How They Work and How To Use ThemThe “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 ItHomeowner’s Insurance: How To Get The Best Coverage and ValueMortgage Alternatives: How To Choose The Right OneHome Mortgage Interest DeductionsThe Deductibility of PointsRefinancing Your Mortgage: When and HowSelling Your Home: How To Do It EffectivelySelling Your Home: How To Minimize the Tax On the GainWhich Moving Expenses Are Deductible?The Deduction For Real Estate Taxes
Planning Your Estate
Estate Planning: How To Get StartedPost-Mortem Letter: How To Prepare It and What To IncludeRetirement Plan Distributions: When To Take ThemRetirement Plan Distributions: How To Take ThemRoth IRAs: How They Work and How To Use Them
Making Charitable Contributions
Charitable Contributions: How To Give WiselyCharitable Contributions of Property: Maximizing the DeductionWhat Records You Must Keep Relating To Your Charitable ContributionsAdvanced Charity Techniques: Maximizing Your DeductionFraudulent Charities: How To Protect Yourself
Avoiding Scams
Con Artists: How To Spot and Stop ThemFraudulent Charities: How To Protect Yourself
Getting Divorced or Becoming Widowed
Getting Married (or Divorced): Some Financial GuidelinesLife Insurance: How Much and What Kind To Buy
Coping with Major Illness
Long-Term Care Insurance: How To Get The Best DealDisability Insurance: What To Look ForDisability Benefits: How To Get All You’re Entitled ToSocial Security Benefits: How To Get The Maximum Amount
Coping with Death of a Loved One
Death of a Spouse: Financial Steps You Should TakeFunerals: What To Do At This Stressful TimePost-Mortem Letter: How To Prepare It and What To Include
Improving Your Retirement
Retirement Plan Distributions: When To Take ThemRetirement Plan Distributions: How To Take ThemSocial Security Benefits: How To Get The Maximum AmountSurvivors Benefits: A Guide To This Often overlooked Insurance Add-OnYour Pension: What You’re Entitled ToReverse Mortgages: How They Can Enhance Your RetirementTap Your Retirement Money Early and Minimize PenaltiesAnnuities: How They Work and When You Should Use ThemRoth IRAs: How They Work and How To Use Them
Handling Other Situations
Saving Money: 10 Major Ways To Increase Your Nest EggRecordkeeping Guide: How Long You Should Retain Your RecordsDocument Locator System: A Handy Aid For Keeping Track of Your Records
