Financial Planning with AAII
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Guides »
Master the guidelines for long-term successful portfolio management.
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Guides »
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.
Asset Allocation
Do you know the best dispersal and position for your finances? Get educated on Asset Allocation.
Financial Planning Know-How
What You Need to Know About Long-Term Care Insurance
Long-term care insurance is an evolving field, but it has become part of the standard insurance coverage that each individual must consider to prudently manage personal finances.
In contrast to the old nursing home policies that many of us still have in mind, long-term care insurance has become a product that supports people staying at home as long as it makes sense for the insured, or living in a facility when full-time care becomes appropriate.
Archives »
Your Company's Stock: A Good or Bad Bet for Your 401(k)?
Many people who work for large, publicly traded companies are given the option to invest in company stock through their 401(k) plans.
There are a number of ways company stock can end up in your 401(k) plan.
In Brief
- Valuing Your Gold & Resources for the New IRA Rules
As mentioned in Briefly Noted on page 4 in this issue, one way to take advantage of the rise in gold prices is to sell your unwanted gold jewelry.
- Web Sites for Investing on the Go
Want up-to-the-minute access to stock market information even when you are away from your computer?
- Hedge Fund Sources On-Line
- College Financing On-Line
How will you finance your childs college education?
There are numerous options available, including various college savings vehicles, such a...
- Long-Term Care Information on the Web
There are numerous Web sites you can turn to for more information on long-term care insurance, as well as long-term care in general.
Financial Planning Articles
- Monitoring Bank Safety On-Line
- Reverse Mortgages
- New Rules for Converting to a Roth IRA
- Health Care Reform's Tax Implications
- The Pitfalls of Life Settlements
- Investing in Health Care Reform
- Lightening the Financial Load of Life Insurance Products
- Checking Insurance Company Safety
- 529 College Savings Plan
- Immediate or Income Annuities
- Insurance Products and Taxes: Keeping Uncle Sam at Bay
