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Financial & Estate Planning Articles

Protecting Your IRA from Creditors or Lawsuits

by Mark Stinson, MBA, CFP® / July 2010 / Financial & Estate Planning

Retire Now?

by Mark Stinson, MBA, CFP® / April 2010 / Financial & Estate Planning

The Taxman Cometh?

by Mark Stinson, MBA, CFP® / January 2010 / Financial & Estate Planning

Should I Convert to a Roth IRA?

by Mark Stinson, MBA, CFP® / October 2009 / Financial & Estate Planning

We Want to Hear from You … in the Good Times and the Bad Times

by / July 2009 / Financial & Estate Planning

Show Me the Fees

by Mark Stinson, MBA, CFP® / July 2009 / Financial & Estate Planning

How Safe Is Your Pension?

by Rob Williams, CFP® / April 2009 / Financial & Estate Planning

Retirement Planning in Turbulent Times

by Mark Stinson, MBA, CFP® / January 2009 / Financial & Estate Planning

What You Should Expect From Your Advisor

by Saxon Birdsong, MBA / January 2009 / Financial & Estate Planning

Heir Raising: Understanding Trusts

by Mark Stinson, MBA, CFP® / October 2008 / Financial & Estate Planning

Heir Raising Ideas

by Mark Stinson, MBA, CFP® / July 2008 / Financial & Estate Planning

Life Expectancies and Portfolio Risk

by Mark Stinson, MBA, CFP® / April 2008 / Financial & Estate Planning

When Planning Your Legacy, Don't Tip the IRS

by Mark Stinson, MBA, CFP® / January 2008 / Financial & Estate Planning

Let It Roll, Baby, Roll

by Mark Stinson, MBA, CFP® / October 2007 / Financial & Estate Planning

Retirement: What's In It for You?

by APL Retirement Panel: Terry Betzer, David Carter, Bill Engelkemier, Ross Hatch, Dennis Kershner and Jim Stadter / July 2007 / Financial & Estate Planning

The Roth 401(k)—Is it Right For You?

by Kimberly Anderson, CFP™ / April 2007 / Financial & Estate Planning

Any Final Requests?

by Mark Stinson, MBA, CFP® / April 2007 / Financial & Estate Planning

Routine Checkups — Beneficial to Your Bottom Line

by Mark Stinson, MBA, CFP® / January 2007 / Financial & Estate Planning

Finding a Financial Advisor

by Saxon Birdsong, MBA / October 2006 / Financial & Estate Planning

New-Fangled Mortgages—Borrower Beware!

by Kimberly Anderson, CFP™ / October 2006 / Financial & Estate Planning

The Effect of Interest Rates on Estate Planning

by Robert F. Ray, MBA / July 2006 / Financial & Estate Planning

Lessons from a Long Life

by Mark Stinson, MBA, CFP® / April 2006 / Financial & Estate Planning

BWFA Offers Enhanced Estate Planning Service

by Mark Stinson, MBA, CFP® / Winter 2006 / Financial & Estate Planning

Contracts, Fees and Refunds — Oh My! — Continuing Care Retirement Communities

by Mark Stinson, MBA, CFP® / Summer 2005 / Financial & Estate Planning

Will Privatizing Social Security Impact Your Retirement?

by Mark Stinson, MBA, CFP® / Spring 2005 / Financial & Estate Planning

Fees Take Toll on Employer Sponsored Retirement Plans

by Mark Stinson, MBA, CFP® / Winter 2005 / Financial & Estate Planning

Which Financial Plan is Right for You?

by Mark Stinson, MBA, CFP® / Fall 2004 / Financial & Estate Planning

Is Long-Term Care Insurance Worth the Price?

by Kimberly Anderson, CFP™ / Summer 2004 / Financial & Estate Planning

Are Death Taxes Still an Issue?

by H. Dean Bouland / Spring 2004 / Financial & Estate Planning

What is a Financial Plan? Part 1: The Client Profile

by BWFA / Winter 2004 Special Edition / Financial & Estate Planning

What Is a Financial Plan? Part II — Retirement and Estate Planning

by Robert F. Ray, MBA / Winter 2004 Special Edition / Financial & Estate Planning

What Is a Financial Plan? Part III — Investments

by Rob Williams, CFP® / Winter 2004 Special Edition / Financial & Estate Planning

What Is a Financial Plan? Part IV — Taxes

by Bob Cassel, EA, CFP® / Winter 2004 Special Edition / Financial & Estate Planning

What to Do When a Loved One Dies

by Kimberly Anderson, CFP™ / Winter 2004 Special Edition / Financial & Estate Planning

Location, Location, Location

by BWFA / Fall 2003 / Financial & Estate Planning

Look Before You Leap—Ten Opportunities to Save Taxes at Retirement

by Robert F. Ray, MBA / Summer 2003 / Financial & Estate Planning

Planning for Long-Term Care Needs

by Kimberly Anderson, CFP™ / Spring 2003 / Financial & Estate Planning

New Year's Financial Checklist

by Robert F. Ray, MBA / Winter 2003 / Financial & Estate Planning

You Can Take It With You!

by Kimberly Anderson, CFP™ / Winter 2003 / Financial & Estate Planning

Constructing a Retirement Portfolio

by Robert F. Ray, MBA / Winter 2003 / Financial & Estate Planning

BWFA launches new service for younger clients

by Kimberly Anderson, CFP™ / Fall 2002 / Financial & Estate Planning

Important!!
Changes in Your Retirement Savings and Investment Options

by BWFA / Spring 2002 / Financial & Estate Planning

The Perils of Do-It-Yourself Financial Planning

by BWFA / January 2002 / Financial & Estate Planning

You Had Better Review in 2002

by BWFA / January 2002 / Financial & Estate Planning

BWFA and APLFCU:
Financial Planning Services Complemented by the Benefits of Credit Union Membership

by BWFA / October 2001 / Financial & Estate Planning

Monte Carlo (Mount Charles?) Sensitivity Analysis:
A New Tool at BWFA

by BWFA / August 2001 / Financial & Estate Planning

Shall We Make a Midcourse Correction or Abandon Ship?

by BWFA / April 2001 / Financial & Estate Planning

More Financial "Dysfunctions"

by BWFA / December 2000 / Financial & Estate Planning

Year End Planning

by BWFA / December 2000 / Financial & Estate Planning

Why Two, Kay?

by BWFA / DECEMBER 1999 / Financial & Estate Planning

Dysfunction II: Inappropriate Risk Reactions

by BWFA / October 1999 / Financial & Estate Planning

Do You Suffer From Financial Dysfunctions?

by BWFA / JULY 1999 / Financial & Estate Planning

Does Professional Planning Add Value?

by BWFA / APRIL 1999 / Financial & Estate Planning

What Worries You?

by BWFA / DECEMBER 1998 / Financial & Estate Planning

Time To Review Your Plan

by BWFA / SEPTEMBER 1998 / Financial & Estate Planning

Should Everyone Open A Roth IRA in '98?

by BWFA / SEPTEMBER 1998 / Financial & Estate Planning

Is Long Term Health Care Insurance Appropriate for You?

by BWFA / JULY 1998 / Financial & Estate Planning

On Roth IRA Planning Opportunities

by BWFA / APRIL 1998 / Financial & Estate Planning

Planning for the Terminally Ill

by BWFA / OCTOBER 1997 / Financial & Estate Planning

No-Load & Low-Load Insurance

by BWFA / APRIL 1997 / Financial & Estate Planning

A Note on Estate Planning

by BWFA / DECEMBER 1996 / Financial & Estate Planning



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