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  Planning Perspectives
Researched and time-sensitive tips for planning your family's wealth

Archive for April, 2005

ARE YOUR OLD SAVINGS BONDS STILL EARNING INTEREST? - April 2005 Newsletter

Saturday, April 2nd, 2005

Do you, your parents, or elderly relatives have old E bonds, H or HH bonds, or the rare Savings Notes, lying around? If so, it may be time to cash in some of these bonds because they are no longer earning interest, and in some cases could have tax problems. ...

Tips for Financially Helping Your Children, Even When They’re Adults

Friday, April 1st, 2005

You can help your children financially in many ways, even after they are well into their adult years; most of those ways don’t involve giving them money. Here are a handful of tips from CERTIFIED FINANCIAL PLANNER™ practitioners about how to make your children’s financial lives a little easier, often in ...

Pros & Cons of Long Term Care Policies

Friday, April 1st, 2005

Despite persistent and strong advice to the contrary, many consumers in their mid-fifties and older have remained stubbornly reluctant to buy long-term care insurance. An alternative for the reluctant may be policies that piggyback LTC coverage with life or annuity policies?though many financial planners believe stand-alone LTC coverage is usually ...