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July 2010

• Goldman Sachs: Brokers vs. Fiduciaries
• Protecting Your IRA from Creditors or Lawsuits
• New BWFA Summer Hours
• TIPS for Protecting Your Investments from Inflation
• Budget Shortfalls at the State Level Can Have Impacts on Individuals

April 2010

• Staying Strong for 20 Years
• Retire Now?
• BWFA's Approach to Risk Management
• Congress Proposes Tax on Investment Transactions:
  Bad News for Mutual Funds
• Taxes Take a Bite—Would You Believe 43% of Your Taxable Income?
• What Is Going On With Estate Tax Laws?

January 2010

• Learning from People Who Know
• The Taxman Cometh?
• Staff You Should Know
• The BWFA Advantage
• Saving Tax Dollars on Your Roth Conversion
• Tax Preparation Checklist

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