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2004 Newsletters
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