Estate Planning
- Estate Planning Basics
Understand the goals of an estate plan. It's not just for the wealthy.
Financial Planning
Insurance
- GETTING PERSONAL: Critical Illness Policies Gain Attention
Bill Keffer quoted in Wall Street Journal "Online" - Long Term Care Primer
An article on LTC insurance from the Financial Planning Association. - What to Do with those Old Life Insurance Policies
A Case Study
Investment Planning
Presentation to federal workers from April, 2009.
Newspaper Articles
Real Estate
- House Not Investment Yahoo Article 2007
- Where Does Real Estate Fit?
Place of real estate in an portfolio and saving for the down payment for first home.
Retirement Planning
- A Really Big Decision
Is it better to buy a ‘personal pension’ in the form of an annuity or to manage your own portfolio and hope for the best? - Immediate Annuities
An article from the Financial Planning Association on immediate annuities and when they might make sense.
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