About Robert Valentine
 Robert Valentine Country: United States Member Since: 24 Oct 2006 Total Live Articles: 69 ( Total Views 1326 ) 
 |
|
Author Personal Website:
About thumbshots
|
|
|
1. Stock Options: Know When To Hold 'Em
Telling when to exercise your company stock options should be based on more than your gut about a potential market price peak.... |
|
2. A College Planning Quandary
Withdrawing savings from an IRA is one option to pay for college tuition. But is it a good idea?... |
|
3. Estate Planning: Having Faith in your Legacy
A trust may be one of the best options for ensuring your memory lives on. Here are two that may be right for you.... |
|
4. 401(k) Distribution Dilemmas
How you will take your 401(k) distributions when you retire can be an important consideration in executing your post-retirement plan.... |
|
5. Retirement Option Overload
Too many choices can be as frustrating as too few. A financial professional can help you find the right retirement plan for your small business.... |
|
6. Communicating with a Financial Professional
Be certain your financial professional is asking the right questions.... |
|
7. Estate Planning: Supporting a Noble Cause
Charitable trusts are a handy tax-saving tool. But they can also greatly benefit a charity of your choice.... |
|
8. Retirment Planning: The First Step before Withdrawal
Five essential questions to ask yourself before you tap retirement savings.... |
|
9. A New Mindset For Income Distribution
A distribution plan focuses less on accumulating wealth and more on making it last through retirement.... |
|
10. Ask Your Employer About New Retirement Option Roth 401(K)
Surveys show young workers receptive to new type of retirement plan, but will employers adopt this short-lived option, scheduled to expire in 2010?... |
|
11. How Long Will Your Legacy Last?
Most family fortunes don't survive to a third generation. Here's why.... |
|
12. Calculating your Post-retirement Income, Post-haste
Do you know how much money is enough for retirement? We'll show you how to find out.... |
|
13. Retirement Redefined
Baby boomers and younger workers have a thing or two to learn from current retirees.... |
|
14. Protecting your Nest Egg
How to keep your retirement fund safe while identity theft is on the rise... |
|
15. Making Sure Tuition is Covered
Tuition is rising and showing no signs of slowing down. We'll show you one way to save for the future.... |
|
16. Estate Planning: The Key Ingredient
Wills are the central (and one of the most complex) parts of estate planning.... |
|
17. Retirement Planning: Too Much Concentration
Having too much of a good thing can be bad for your portfolio.... |
|
18. Conquering Your Financial Fears
A short guide to overcoming your worries.... |
|
19. Retirement Planning: A Helping Hand
Americans are a fiercely independent group, but many of them don't realize the personal and financial benefits of extra help when it comes to retirement planning.... |
|
20. Retirement: Keep on Rollin'
By continuing to work after retirement, baby boomers are poised to single-handedly change the way we look at our golden years.... |
|
21. Estate Planning: An Introduction to your Legacy
Estate planning can be difficult and confusing. Here are the four basic ways to plan.... |
|
22. Investing: Level-Headed or Lazy?
Does passive investment management merit its "couch-potato" nickname or is it not getting the respect it deserves?... |
|
23. Retirement Planning: A Solid Solution
Money market mutual funds offer a convenient and liquid opportunity for investment.... |
|
24. The Fury of Financial Aid
Does planning for financial aid have you feeling lost? Here's a map.... |
|
25. Investing: Middle of the Road
Mid cap stocks offer a mix of the potential growth of a small cap and some of the stability of a large cap, which could be a welcomed addition to your portfolio.... |
|
26. Protecting Intellectual Property
Writings, art works, inventions and even ideas can be protected now and for the future.... |
|
27. Index Funds: An Indicator of Stability?
Index funds have become an increasingly popular investment. But are they right for you?... |
|
28. Control Your Legacy with a Private Foundation
Private foundations can let you control your gifts, reduce taxes and impart your values to future generations.... |
|
29. College Planning: It's Not Too Late
Just because your child is about to enter college doesn't mean you don't have time to save money.... |
|
30. Investing: Equity Indexed Annuities
Another handy way to save for retirement has been gaining media attention.... |
|
31. Bridging the Gaps with Health Savings Accounts
HSAs have the potential to fill gaps in insurance coverage during retirement or employment changes.... |
|
32. Leaving Behind the Wealth of Life
Across the United States, ethical wills have become a growing estate planning tool used to ensure legacies for generations to come.... |
|
33. A Small Cap Opportunity?
Small cap investments don't get much attention, but they may have a place in your portfolio.... |
|
34. Socially Responsible Investing
Increasingly, investors seek to align their personal beliefs with their financial actions.... |
|
35. Long-Term Care Insurance Offers More Choices
As healthcare costs increase, long-term care insurance companies offer more options.... |
|
36. When Good Markets Go Bad
We know markets will cycle--we just don't know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten.... |
|
37. Retirement: Having Access to your Future
Having access to savings in your 401(k) can be important. Here are some of your options for withdrawing from your plan.... |
|
38. Round Up Your Financial Reports
Corral those pesky passwords using technology that ropes in data from multiple financial and other accounts.... |
|
39. 529-Mania
529s have become one of the most popular college savings options. Here are some basics.... |
|
40. Estate Planning: Ensuring Your Legacy
Making sure you have a will and a financial power of attorney are two crucial steps in the estate planning process.... |
|
41. Sector Funds: In the Zone
Sector funds offer a unique approach to investing. But are they right for your portfolio?... |
|
42. Are REITS Right for Your Portfolio?
Real Estate Investment Trusts offer a way for smaller investors to buy into big real estate.... |
|
43. College Planning: A Prepaid Education
529 prepaid college tuition plans offer an easy way to save for an education.... |
|
44. When the Water Rises
Recent disasters have proven that flood insurance is more important now than ever before.... |
|
45. Round Up Your Financial Reports
Corral those pesky passwords using technology that ropes in data from multiple financial and other accounts.... |
|
46. A Lasting Legacy
Why planning for long-term care is so necessary in today's world... |
|
47. International Investing: Going Global
Emerging global markets like China are providing diversification like never before.... |
|
48. Estate Planning: Before You Begin
Leaving a proper legacy has become a science. Here are the basics to help get you started.... |
|
49. Estate Planning: Avoiding Probate
Probate can be costly and time consuming. We'll show you a few potential ways to save.... |
|
50. More Light is Shed on Mutual Funds
Increased disclosure about mutual funds may give investors more information for their decisions.... |
|
51. An Exciting Bond?
Bonds have never been known as glamorous, but since they've been teamed up with ETFs, they may be exciting enough for your portfolio.... |
|
52. Too Much of a Good Thing?
Investing in company's stock within your 401(k) is admirable, but it doesn't take much to get carried away.... |
|
53. 3 Major Retirement Hazards to Avoid
Retirement can mean the beginning of a new life. Here are a few common dangers to avoid.... |
|
54. Annuities As A Personal Pension
Annuities offer an alternative for those who have already contributed the maximum to their other retirement savings.... |
|
55. Preventing Identity Theft
Limiting exposure of your personal information is the best way to protect yourself from fraud.... |
|
56. An Even Exchange
Although complex, 1031 exchanges can be a key way to defer taxes on certain property.... |
|
57. Keeping Retirement In Your Sights
How a target retirement fund can help simplify your retirement plan.... |
|
58. Send Your Kids to College and Avoid the Tax Man
529--A Tax-Free Way to Save for College... |
|
59. The Great Turnaround
What the 1980 U.S.Men's Olympic Hockey Team can teach us about late-stage retirement planning.... |
|
60. Matchmaker 401(k)
How a 401(k) plan, (which may be employer-matched), could help you fall in love with the thought of a comfortable retirement.... |
|
61. The University of Ouch
College costs can be more than a little painful, but with the proper financial planning, you could be whistling your child's college fight song all the way to the bank.... |
|
62. Estate Planning: Honoring Your Wishes
A living will and medical power of attorney can be two of the most crucial estate planning steps you take.... |
|
63. ETF - An Attractive Alternative?
Exchange Traded Funds (ETFs) are quickly becoming an alternative to mutual funds.... |
|
64. Fighting Healthcare Costs
Running a small business is hard enough, but rising healthcare costs have only made success more challenging. Here are a few potential ways to combat the expense.... |
|
65. Estate Planning: The Gift that Keeps on Giving
Gifting is one of the many estate planning tools available.... |
|
66. An Essential Retirement Tool
Individual Retirement Accounts (IRAs) are a crucial component to many retirement plans.... |
|
67. Retirement Planning: The Wobbly Stool
The "three legged stool" has long been the approach to retirement planning. But most Americans don't even have a stool, and for some who do, the stool is becoming a bit shaky.... |
|
68. Nursing Home Costs Continue to Rise
As nursing and in-home care costs sky-rocket, long-term care insurance has become so attractive even Congress is taking notice.... |
|
69. Choosing the Right Capitalization
Small, mid and large cap stocks all have their individual benefits. But which one is right for you?... |
