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

Archive for June, 2006

Taking Responsibility for Retirement: How Today’s Scary Headlines Can Help Your Retirement Plan

Wednesday, June 21st, 2006

First, it was the combined whammy of the tech wreck and the post-9/11 recession that battered our 401(k) accounts. Next was inflation in health care and education costs that further diverted indebted consumers from concentrating on retirement. Now come the headlines that any company facing tough ...

Getting Started with ETFs

Wednesday, June 21st, 2006

Conceived more than 80 years ago and now owned by 91 million individuals from 54 million households in the U.S., mutual funds owe their strong appeal to a combination of features: professional management, instant diversification for low minimum investments, prices based on net asset value ...

ABOUT THAT DREAM VACATION HOME.

Wednesday, June 21st, 2006

With observance of Memorial Day behind us and vacation season at hand, it’s time in many American households for two perennial questions: · “Where shall we go this year?” · “Should we pay rent in a hotel or resort again, or does it make more sense to ...