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

Archive for May, 2007

Making Your Employer a Partner In Your Financial Planning

Thursday, May 10th, 2007

People who look to their employers for nothing more than a weekly paycheck and basic health care insurance are missing the boat. It makes the most sense to ask a future employer about benefits before you agree to come to work. But even if you have been working for the same ...

Getting the Kids Involved in Saving for College

Thursday, May 10th, 2007

The World War II generation got a taste of higher education through the G.I. Bill and made it a point to supplement or pay their kids’ tuition. It was a struggle, but a far more manageable one than it is in this day and age. Figures from the ...

Market Volatility Shouldn’t Rattle a Good Financial Plan

Thursday, May 10th, 2007

On Feb. 27 this year, the Dow Jones Industrial Average slid 416 points, the biggest drop since the market reopened after the 9/11 attacks. By early May, the market had more than made up those losses and stood at record highs. How did you react? Did you turn off the news? ...

What Are Exchange-traded Funds and How Do They Work?

Thursday, May 10th, 2007

What Are Exchange-traded Funds and How Do They Work? An exchange-traded fund (ETF) is a basket of securities created to track as closely as possible a particular market index, such as the Standard & Poor’s 500 Index or the Dow Jones Industrial Average. They’re similar to mutual funds in that they ...