Email Downsizing Isn’t All About Stuff: It Can Be a Smart Financial Move, Too to a friend
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February 2010 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email 10 Ways to Help Your Kid Build a Lifetime Emergency Fund to a friend
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January 2010 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email 10 Money Steps to Take When a Family Member is Facing a Serious Health Crisis to a friend
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January 2010 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email How to Get 2010 Off to a Great Financial Start to a friend
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January 2010 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Too Rich for a Roth? In 2010, That’s Going to Change to a friend
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November 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email How Late-Life Marriages and Remarriages Require Unique Financial Planning to a friend
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November 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email While Real Estate is Struggling, Now’s a Good Time to Consider That Kiddie Condo to a friend
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November 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Prepare Now for Moves on the Estate Tax to a friend
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November 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email 10 Things You Can Do Immediately To Slash Debt And Spending to a friend
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October 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email A Primer On Medicare And Medigap Coverage to a friend
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October 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email If You’re Considering Entrepreneurship At Any Age, Business Planning Is A Necessity to a friend
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October 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Even In Tough Times, Grandparents Can Still Help Their Grandkids Get A Good Financial Start to a friend
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October 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Thinking Ahead About Inflation? Here Are A Few Ways To Protect Yourself to a friend
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September 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Affording A Pet – Ways To Save And Plan to a friend
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September 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Taking A Fresh Look At Your 401(K) Allocations to a friend
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September 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Reverse Mortgages – What Should You And Your Parents Know Before Applying? to a friend
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August 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Getting Your Finances Ready For The Next Rainy Day – Or Decade to a friend
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August 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Understanding Actively Managed Exchange Traded Funds to a friend
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August 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Re-setting the Business Exit Plan in a Tough Economy to a friend
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July 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email What if Your Employer Doesn’t Want You to Retire? Planning for a Second Act to a friend
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July 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Even When a Spouse Dies, Debt Lives On to a friend
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July 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Dealing With Companywide Pay and Benefits Cuts to a friend
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July 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email A To-Do List for Settling an Estate to a friend
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June 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email It’s Summertime – Not a Bad Time for a Midyear Financial Checkup to a friend
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June 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Don’t Let Economic Troubles Threaten Your Retirement Plans to a friend
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June 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Top 10 Money Decisions for Today’s Incoming College Freshman to a friend
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June 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Starting a Business? In This Economy, Don’t Quit Your Day Job – Start With Good Advice to a friend
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May 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Why Financial Planning Matters in the Toughest of Times to a friend
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May 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Be Careful When Rebalancing Your Kid’s 529 Plan Allocation to a friend
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May 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email How Does the Stimulus Plan Affect You? It’s Good to Get Some Advice Now to a friend
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April 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Ways to Save Money on Health Care and Health Insurance in Troubled Times to a friend
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April 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Planning a Cost-Effective Job Search to a friend
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April 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Why Maintaining Your Credit Score Becomes Even More Important During the Continuing Credit Crunch to a friend
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April 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Having Trouble With Your Grandkid’s Graduation Gift? Try the Gift of Tax-Advantaged Saving to a friend
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March 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email The Death Tax Is Likely To Live On – High-Net Worth Individuals Might Consider a QPRT to a friend
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March 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email How to Prepare For Your First Visit With a Financial Planner to a friend
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March 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Is Your Child Headed To College Next Fall? It’s Time for a Crash Course on Borrowing and Spen to a friend
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March 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Big Windfalls and Structured Settlements – What They Are, and How to Handle Them to a friend
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February 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Dementia Is Not Only a Family Matter; It’s Also a Financial Matter to a friend
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February 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Bank-Owned Real Estate May Be Plentiful, But Learn the Ropes Before You Invest to a friend
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February 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email One Good Thing about a Tough Market— It’s a Good Environment for Roth IRA Conversions to a friend
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January 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Taking Steps to Safer Investment Decisions in 2009 to a friend
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January 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Whether You Call It a Budget or a Spending Plan, It’s a Good Way to Start 2009 to a friend
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January 2009 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email After a Turbulent 2008, Make Some New Year’s Resolutions for a Financially Healthy 2009 to a friend
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December 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email As Worker Shortage Increases, So Will Incentives to Keep Boomers on the Job to a friend
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November 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Before the Holidays, Get Those Charitable Donations Lined Up to a friend
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November 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email As Medical Expenses Rise, Don’t Miss Key Deductions to a friend
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November 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Short-term Long-term Care Insurance? Make Sure it’s a Good Idea for You to a friend
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October 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Nervous? Time to Reassess – or Make – A Financial Plan to a friend
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October 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Be Careful About Picking Beneficiaries for Your IRAs and 401(k)s to a friend
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October 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Is A Health Savings Account Right For You? to a friend
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September 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Preparing Your Finances for a New Baby to a friend
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September 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Blended Families Should Plan Early for College Financial Aid to a friend
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September 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Top 10 Money Moves for Today’s College Freshman to a friend
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August 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
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Email Don’t Make These Retirement Planning Mistakes to a friend
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August 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email What’s the Correct Amount to Withdraw from Your Retirement Funds Each Year? to a friend
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July 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Financial Planning For Newly-Single Parents to a friend
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July 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Insuring Your Vacation? Make Sure You’re Actually Covered to a friend
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July 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Traveling Smart During the Hot, Pricey Summer of ‘08 to a friend
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June 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email To Retire or Not to Retire? Ways to Consider the Question to a friend
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June 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Heading Back to School? Make a Plan First to a friend
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June 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Why Going Green in a Blue Economy Can Be a Smart Investment to a friend
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May 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

Email Why a Business Owner’s Exit Plan Is So Important to a friend
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May 2008 — This column is produced by the Financial Planning Association, the membership organization for the financial planning community. It has been modified and is provided by Thomas A. Fisher, a local member of the FPA.
The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation in order to confirm that it is appropriate for your specific situation.

