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Fall 2004

• State Death (Estate) Tax Changes—What Should You Do?
• Investor Behavior Hurts Investment Returns
• Which Financial Plan is Right for You?
• What's Happening at BWFA: Fall 2004
• We Get Help From Our Clients

Summer 2004

• The Advantages of Donor-Advised Funds
• Now That You Have Retired,
  How Much of Your Portfolio Should You Invest in Bonds?
• Is Long-Term Care Insurance Worth the Price?
• Bonds Are No Safe Haven

Spring 2004

• Wealthy or Not, Here Comes the AMT!
• Beware! Not All Dividends Are Created Equal
• Are Death Taxes Still an Issue?
• BWFA REACHES MILESTONE
  And Promises Fee Reduction

Winter 2004 Special Edition

• What is a Financial Plan? Part 1: The Client Profile
• What Is a Financial Plan? Part II — Retirement and Estate Planning
• What Is a Financial Plan? Part III — Investments
• What Is a Financial Plan? Part IV — Taxes
• Be Smart — Buy the Right Kind of Investment Return
• What to Do When a Loved One Dies

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