Articles

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Debt Management

• Take Control of Your Debt

Education Planning

• An Introduction to 529 Plans

Estate Planning

• Elder Law Handout 2009
• Estate Planning Guide

Financial Planning

• Financial Readiness

Insurance & Long-Term Care Planning

• LTC Planning Guide
• Considerations for LTC Planning

Retirement and Savings

• Four Steps for Securing Your 401(k) and Financial Future

Tax Planning

• Tax Planning Letter to All Clients – Part 1
• Tax Law Changes for 2009
• 2010 Roth IRA Conversion Letter to All Clients
• Should You Consider Transferring Your Retirement Fund to a Roth IRA – Coauthored by Walter T. Burke

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