Archive for the ‘Financial Planning’ Category


Breaking the Surface – Recovering From Unemployment

Icon Provided by Joseph Regenstein IV, CMFC on February 22, 2010

Four tips for recovering from unemployment. Any period of unemployment is fraught with stress – both personal and financial. While landing that formerly-elusive new job can be a relief, it is only the first step on the road to recovery from unemployment. This transition time is akin to breaking the surface after being underwater for [...]

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Tags: advice, family, financial health, Financial Planning, goal, job, paycheck, recovering from unemployment, survival, Unemployment, well-being


Roth IRA Conversions For 2010

Icon Provided by Joseph Regenstein IV, CMFC on February 2, 2010

In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion.1 Should you do it? Here’s why it may (or may not) make sense for you to go Roth next year.

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Tags: beneficiaries, beneficiary, distributions, heirs, IRA, ira assets, irs, life expectancy, minimum withdrawals, older investors, retirement, Roth, roth ira conversion


Your Annual Financial To-Do List

Icon Provided by Joseph Regenstein IV, CMFC on January 4, 2010

Things you can do before and for the New Year. The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2010? Try to specify the goals you want to accomplish. Think about the consistent investing, saving or budgeting methods you could use [...]

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Tags: ira contribution, personal finances, roth conversion, roth ira conversion, roth iras