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Your retirement planning begins right here. Please provide us with the following information so that we may supply you with our materials:
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Your Name
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| Address
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City
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State
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Zip Code
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Telephone
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Best Time to Call
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E-Mail Address
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Retirement Date
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| Airline
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American Airlines
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Continental Airlines
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Delta Air Lines
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United Airlines
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Other
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| Pre-Retirement Planning
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| American Airlines Supersaver Asset Allocation Guide
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| United Airlines DAP Asset Allocation Guide
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| Pilot Program Brochure and Confidential Questionnaire
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| Call me to discuss pre-retirement planning
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| Insurance Planning
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| Should You Still Consider LTC Insurance? - December 2010
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| As Annuities Get Attention in Washington, It’s Worth Reviewing the Basics - May 2010
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| How to Buy Life Insurance - August 2008
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| Insuring Your Vacation? Make Sure You're Actually Covered - July 2008
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| A Long-term Care Insurance Primer - April 2008
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| An Annual Insurance Checkup Can Save You Money Without Hurting Your Coverage - June 2007
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| Changes in Store for Medicare and Medicaid - February 2006
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| Investment Planning
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| Getting Ready to Sell Your House? - December 2010
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| Does It Make Sense to Get Into The Market for Troubled Homes? - May 2010
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| Taking A Fresh Look At Your 401k Allocations - September 2009
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| Should You Bother With Target Date Funds Anymore? September 2009
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| Understanding Actively Managed Exchange Traded Funds - August 2009
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| Be Careful When Rebalancing Your Kid’s 529 Plan Allocation - May 2009
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| Bank-Owned Real Estate May Be Plentiful, But Learn the Ropes Before You Invest - February 2009
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| Taking Steps to Safer Investment Decisions in 2009 - December 2008
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| Short-term Long-term Care Insurance? Make Sure it’s a Good Idea for You - October 2008
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| When Recession Fears Surface, Check Your Plan - Make One - February 2008
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| How Your Personality Affects Your Financial Decision-making - September 2007
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| Think it's Time to Tap Your HELOC for an Investment? Get Some Advice First - August 2007
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| Navigating Interest Rates, Inflation and the Economy - August 2006
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| The Trails and Tribulations of Measuring and Comparing Investment Performance - March 2006
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| Should You Stay in Your Old 401k Or Roll It Over Into an IRA - October 2004
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| Investment Policy Statement Steers Portfolio Through Volatile Times - May 2003
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| Do You Know Where Your Universal Life Premiums Are - July 2003
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| Are You Dreading Your Annual Portfolio Review - November 2002
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| Estate Planning
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| Ways To Control What You'll Spend On A Funeral - November 2010
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| The Do’s and Don’ts of Passing Down Vacation Property to Family - August 2010
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| Why 2010 is the Year You Should Pay Closer Attention to Your Estate Plan - May 2010
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| The Death Tax is Likely To Live On, So High-Net Worth Individuals Might Consider a Qualified Personal Residence Trust - March 2009
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| Dementia is Not Only A Family Matter; It’s Also a Financial Matter - February 2009
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| Be Careful About Picking Beneficiaries for Your IRAs and 401(k)s - October 2008
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| Losing Your Inheritance to Uncle Sam or Others - April 2007
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| New Law Allows IRA Owners Over 70 1/2 to Donate RMD to Charity - November 2006
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| ILITS Remain a Popular Estate Planning Tool and Technique - July 2006
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| Navigating The Federal And State Estate Tax Maze - January 2006
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| Why You Need a Durable Power of Attorney - March 2004
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| Making Your Own Health Care Decision When You Can - January 2004
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| Retirement Planning
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| What is Your Risk Tolerance? - December 2010 |
| The Four Percent Rule - July 2010
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| Ways to Afford Your Retirement Account Catch-Up Contributions - March 2010
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| Downsizing Isn’t All About Stuff: It Can Be a Smart Financial Move, Too - February 2010
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| A Primer on Medicare and Medigap Coverage - October 2009
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| Don’t Let Economic Troubles Threaten Your Retirement Plans - June 2009
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| With the Market so Uncertain, are Immediate Annuities a Good Way to Preserve Your Retirement Savings? - April 2008
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| Try and Avoid These Stupid IRA Mistakes - December 2007
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| The Ins and Outs of Roth IRA Conversions - December 2006
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| A Guide To Withdrawing Retirement Assets - October 2006
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| Conserving Client Portfolios - September 2006
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| The New Pension Protection Act of 2006 Promotes Savings, Protects Pensions - September 2006
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| Taking Responsibility For Retirement - June 2006
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| The Perplexing World of Social Security and Earnings in Retirement - March 2006
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| Tax Planning
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| Tax Planning for 2010 Down to the Wire - December 2010
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| Before the Holidays, Get Those Charitable Donations Lined Up - November 2008
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| Get a Head Start on Tax Planning for 2008 - March 2008
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| Afraid of the AMT? Now's the Time to Get Some Help - November 2007
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| Miscellaneous
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| Paying Extra On Your Mortgage - November 2010
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| Financial Issues For Long Distance Caregivers - November 2010
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| Baby Proof Your Finances - November 2010
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| Medical Tourism: What You Should Know - August 2010
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| Keeping Your Credit Score Healthy - July 2010
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| Moving Toward a No-Debt Lifestyle: Steps to Consider - May 2010
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| New Careers After Age 50 – Where The Jobs Are, How to Spruce Up Your Skills and Ready Your Finances for the Change - March 2010
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| Should You Be a Borrower or Lender? The Return of the Personal Loan - February 2010
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| Reverse Mortgages – What Should You And Your Parents Know Before Applying? - August 2009
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| Dealing With Companywide Pay and Benefits Cuts - July 2009
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| Re-setting the Business Exit Plan in a Tough Economy - July 2009
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| It’s Summertime – Not a Bad Time for a Midyear Financial Checkup - June 2009
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| Preserving the Family Vacation – Top Tips to Keep Spending in Check - May 2009
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| Why Maintaining Your Credit Score Becomes Even More Important During the Continuing Credit Crunch - April 2009
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| Planning a Cost-Effective Job Search - April 2009
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| Reverse Mortgages – What Should You And Your Parents Know Before Applying? - August 2009
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| 10 Things You Can Do Immediately To Slash Debt and Spending - October 2009
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| Is Your Child Headed to College Next Fall? It’s Time for both of You to Take a Crash Course on Borrowing and Spending - March 2009
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| Consumer Borrowing In 2009 Will Require A Plan - January 2009
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| Whether You Call It a Budget or a Spending Plan, It’s a Good Way to Start 2009 - January 2009
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| What if Your Employer Wants You to Retire Slowly or Come Back From Retirement? - December 2008
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| Helping Your Kids Recover after a Major Money Mistake - December 2008
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| Make Some New Year’s Resolutions for a Financially Healthy 2009 - December 2008
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| Giving the Gift of a Financial Planner - November 2008
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| Always Have a Plan for Leftover 529 Plan Money - September 2008
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| Blended Families Should Plan Early for Their Kids’ College Financial - September 2008
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| Why a Business Owner's Exit Plan is so Important - May 2008
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| Why Going Green in a Blue Economy can be a Smart Investment - May 2008
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