Column Chronology

Julie Jason's Weekly Column Chronology (1998 - Present)

Please email readers@juliejason.com to request copies of select columns

#	Date	Title
1	9/13/1998	Don't let the jitters influence your strategy
2	9/20/1998	Retire without worry through planning
3	9/27/1998	How to withdraw when you retire
4	10/4/1998	Reward can offer more than meets the eye
5	10/11/1998	Focus on long-term growth
6	10/18/1998	Putting risks in perspective
7	10/25/1998	Retiring without a 401(k) account
8	11/1/1998	Don't let recent losses scare you
9	11/8/1998	To Roth or not to Roth
10	11/15/1998	Be the master of your 401(k)
11	11/22/1998	Keep close watch on shaky firms
12	11/29/1998	Make your match matter
13	12/6/1998	Are you getting what you deserve?
14	12/13/1998	Always check for changes
15	12/20/1998	Waiting can be costly
16	12/27/1998	Look for tax breaks
17	1/3/1999	Stocks aim at long haul
18	1/10/1999	Assess your finances
19	1/17/1999	A viable option if you're the boss
20	1/24/1999	Take care in planning estate
21	1/31/1999	Plan ahead to protect assets
22	2/7/1999	Make smart choices when you cash out
23	2/14/1999	Juggle your assets with care
24	2/21/1999	Best policy is to plan early
25	2/28/1999	Tax time is when to assess strategy
26	3/7/1999	Know when to hold'em, fold'em
27	3/14/1999	How much is too much to defer?
28	3/21/1999	Following 401(k) plans through job changes
29	3/28/1999	Looking at options among many plans
30	4/4/1999	Strategies for rolling over 401(k)
31	4/11/1999	Rollover how-tos
32	4/18/1999	Rate your plan
33	4/25/1999	Participants should stay flexible
34	5/2/1999	Get involved in retirement planning
35	5/9/1999	How to get your money out
36	5/16/1999	Divorce can split retirement assets, too
37	5/23/1999	Six steps to good financial advice
38	5/30/1999	Types of financial advisers
39	6/6/1999	Paying the piper
40	6/13/1999	Getting advice and management for your 401(k)
41	6/20/1999	Starting a 401(k) plan
42	6/27/1999	401(k) plans and alternatives
43	7/4/1999	Resources for 401(k) research
44	7/11/1999	Analyzing 401(k) costs and vendors
45	7/18/1999	401(k) mistakes to avoid
46	7/25/1999	Top funds may not be the best choice
47	8/1/1999	Fund choices are serious business
48	8/8/1999	Check the numbers before retiring
49	8/15/1999	Inquire about your plan
50	8/22/1999	Employee dissatisfaction with investment selections
51	8/29/1999	Obey IRA regulations to avoid penalty
52	9/5/1999	Social Security benefits for the widowed
53	9/12/1999	Happy 401(k) day!
54	9/19/1999	Maintaining options on your IRA
55	9/26/1999	Five questions to ask your IRA custodian
56	10/3/1999	Handling deadlines for Roth conversions
57	10/10/1999	Expanding learning curve
58	10/17/1999	Social Security mailing on its way
59	10/24/1999	How your plan shapes up
60	10/31/1999	Following Morningstar's rating system
61	11/7/1999	Signs for those wary of risk
62	11/14/1999	Steele offers fund history
63	11/21/1999	Value Line good for newcomers
64	11/28/1999	New S&P publication on funds
65	12/5/1999	IRS extends time for Roth IRA changes
66	12/12/1999	Group offers help to HR professionals
67	12/19/1999	Holiday giving: A Roth IRA in your stocking?
68	12/26/1999	Time to evaluate finances
69	1/2/2000	Consider finances in nursing home care
70	1/9/2000	Tech stocks too good to be true?
71	1/16/2000	Dealing with early retirement
72	1/23/2000	Taking money out of your 401(k)
73	1/30/2000	Early IRA withdrawal an option to investors
74	2/6/2000	Age is a factor in determining IRA premature withdrawal penalties
75	2/13/2000	Review taxes after making changes to your IRA
76	2/20/2000	Defined benefit plans still an option for some businesses
77	2/27/2000	Chasing high returns can leave you breathless
78	3/5/2000	Small firms must be careful when starting retirement plans
79	3/12/2000	Internet accessible funds an option for small businesses
80	3/19/2000	Of guts and glory in picking profitless stocks
81	3/26/2000	Buying technology stocks is for the risky and the young
82	4/2/2000	Good and bad sides to cash balance pension plans
83	4/9/2000	IRA, 401(k) investors are not playing a competitive sport
84	4/16/2000	Make informed choice when 401(k) rules force decision
85	4/23/2000	Responsibilities of a fiduciary should not be taken lightly
86	4/30/2000	This market could unmake a millionaire
87	5/7/2000	Preparing your finances after a life-changing event
88	5/14/2000	Using IRA is one way to make ends meet after life-changing event
89	5/21/2000	Social Security changes could be on the horizon
90	5/28/2000	The age of miracles is over for the new economy
91	6/4/2000	Fluctuating markets can be beneficial for 401(k) investors
92	6/11/2000	Key to the election of stock is the timing
93	6/18/2000	Choosing the right IRA to roll over your 401(k)
94	6/25/2000	Make a wise choice to avoid seeking work in retirement
95	7/2/2000	A little knowledge halts 401(k) anxieties
96	7/9/2000	Smart investors ask tough questions before buying annuities
97	7/16/2000	Goals should dictate investment strategy
98	7/23/2000	Give your employees the best retirement plan you can
99	7/30/2000	Can this trial lawyer retire early at 63? Maybe.
100	8/6/2000	Maximizing returns on your company's 401(k)
101	8/13/2000	Weighing workers' options on tax-sheltered annuities
102	8/20/2000	Check into the legality of your tax-sheltered annuity
103	8/27/2000	Inflation should not be ignored in retirement planning
104	9/3/2000	A day to celebrate the 401(k) success story
105	9/10/2000	Savings plans need to reach out to employees
106	9/17/2000	Read the fine print before investing
107	9/24/2000	Be prepared to ask questions of your stockbroker
108	10/1/2000	Prospectus is a buyer's survival guide
109	10/8/2000	One road to penalty-free early IRA withdrawals
110	10/15/2000	Weighing the risks of international investments
111	10/22/2000	Review of last quarter finds stagnant market
112	10/29/2000	Stocks vs. bonds is the age-old question
113	11/5/2000	Sifting through a 401(k) with 27 options can be daunting
114	11/12/2000	Prudence is biggest virtue in picking 401(k) funds
115	11/19/2000	More considerations in managing 401(k) plans
116	11/26/2000	Be careful when managing mandatory distributions
117	12/3/2000	Wading through IRA options after age 70
118	12/10/2000	Individual retirement accounts can be used for generations
119	12/17/2000	Look in the right place for IRA distribution planning advice
120	12/24/2000	Finding IRA distribution planning advice
121	12/31/2000	Making money requires knowing when to fold
122	1/7/2001	How to monitor mutual funds in your 401(k) account
123	1/14/2001	Think of the long term when reading your statement
124	1/21/2001	Compare 401(k) funds to similar types when determining value
125	1/28/2001	How to spot a mutual fund that needs to be replaced
126	2/4/2001	If a fund is not performing, sometimes you have to bail out
127	2/11/2001	Failure to take out mandatory withdrawals results in a penalty
128	2/18/2001	New IRS rules affect taxpayers near the 70 1/2 age mark
129	2/25/2001	Proposed tax changes aim for simplicity
130	3/4/2001	Steps to take when the owner of an IRA dies
131	3/11/2001	Let the experts help you calculate distributions
132	3/18/2001	You can open IRA, but 401(k) requires employer
133	3/25/2001	Your 'get rich quick' idea failed - now what?
134	4/1/2001	Readers seek information on changes to IRAs, distributions
135	4/8/2001	The best way to pick a mutual fund
136	4/15/2001	401(k) statements will prove there is no place to hide
137	4/22/2001	Key to planning is understanding 401(k) life cycle
138	4/29/2001	Determining risk level is an important step
139	5/6/2001	Even with rich assets, you can feel cash poor
140	5/13/2001	Don't let yourself be rushed into a rollover decision
141	5/20/2001	Reader points out facts about stock distribution
142	5/27/2001	Resources for distribution of company stock
143	6/3/2001	Don't let daily market movement affect your 401(k)
144	6/10/2001	New tax law will affect 401(k) contributions
145	6/17/2001	How new tax law affects those in $200K range
146	6/24/2001	How to win at catchup when you're over 50
147	7/1/2001	Choices for small firms and the self-employed
148	7/8/2001	Plan offers employers an alternative to 401(k)
149	7/15/2001	Company executives have a stake in workers' plans
150	7/22/2001	Employers have a responsibility to pick funds wisely
151	7/29/2001	Ins and outs of screening for fund selections
152	8/5/2001	'Gimme shelter', says home-based business owner
153	8/12/2001	After a layoff, think hard about rollovers
154	8/19/2001	Don't be timid about broaching the subject of money
155	8/26/2001	A simple transfer helps heirs avoid probate
156	9/2/2001	401(k) plan celebrates its 20th anniversary
157	9/9/2001	401(k), pensions protected from bankruptcy
158	9/16/2001	Safeguards are in place to protect investments
159	9/23/2001	Stay the course with your retirement plan
160	9/30/2001	Decline in interest rates has pluses, minuses
161	10/7/2001	Don't increase risk in search for higher yields
162	10/14/2001	Are you an opportunistic or objective investor?
163	10/21/2001	Study shows many employees not taking full advantage of 401(k)
164	10/28/2001	529 Plan offers college savings incentives
165	11/4/2001	Research 529 plan before setting it up
166	11/11/2001	College education doesn't need to cost a fortune
167	11/18/2001	Helping investors meet future challenges
168	11/25/2001	Beware: Savings account may be an annuity
169	12/2/2001	Be aware of a broker's changing roles
170	12/9/2001	The self-employed get a better deal from the taxman
171	12/16/2001	Learn from Enron: Don't put your eggs in one basket
172	12/23/2001	Assessing your finances after death, divorce or illness
173	12/30/2001	Understanding yields, risk important in investing
174	1/6/2002	Hard-knock investing lessons for new year
175	1/13/2002	Women are more apt to spend money than save it
176	1/20/2002	Paperwork is pivotal part of opening new account
177	1/27/2002	Wendt wants women to be wedded to marital assets
178	2/3/2002	Laws change rules for traditional, Roth IRAs
179	2/10/2002	Keep an eye on 401(k) plan 'blackouts'
180	2/17/2002	Finding a way off of the road to IRA destruction
181	2/24/2002	Autopilot works for airplanes, not retirement accounts
182	3/3/2002	The nuts and bolts of college savings plans
183	3/10/2002	Measuring employees' interest and knowledge about 401(k)s
184	3/17/2002	Will your return trigger an Internal Revenue Service audit?
185	3/24/2002	Before exchanging variable annuities, weigh your options
186	3/31/2002	Approach retirement-financial advisers with caution
187	4/7/2002	Dept. of Insurance can help consumers out of jams
188	4/14/2002	Lesson in picking class of mutual fund
189	4/21/2002	The ins and outs of picking share classes
190	4/28/2002	Clearing blurry line between load, no-load funds
191	5/5/2002	Enhancing worker morale on 401(k) options
192	5/12/2002	Some 401(k) investments can be costly
193	5/19/2002	Employers late 401(k) contributions are cause for concern
194	5/26/2002	Wishful thinking won't turn losers into winners
195	6/2/2002	Monitor your company's role in your 401(k)
196	6/9/2002	Some sure hints of attempted identity theft via mail
197	6/16/2002	Think of the life cycles of your account
198	6/23/2002	Use care with early IRA withdrawals
199	6/30/2002	Financial recommendations require scrutiny
200	7/7/2002	It comes down to losing face or losing assets
201	7/14/2002	The good, the bad and the ugly in today's markets
202	7/21/2002	A close look at the myths behind financial advisers
203	7/28/2002	Lessons learned from 1973-74 market crash
204	8/4/2002	Despite current market, 401(k) is still a safe bet
205	8/11/2002	Evaluating the taxation of company stock
206	8/18/2002	Safeguarding your 401(k) from company bankruptcy
207	8/25/2002	Limiting 401(k) contributions is legal, but not wise
208	9/1/2002	Safe harbor plans offer an answer to 'discrimination testing'
209	9/8/2002	‘Highly compensated’ worker seeks equal opportunity
210	9/15/2002	Withdrawals from top-hat plans and the use of insurance
211	9/22/2002	Ways to make money in a down market
212	9/29/2002	Bear market allows closer scrutiny of investment choices
213	10/6/2002	Liability over 401(k) plans can spread far and wide
214	10/13/2002	Distinguishing mutual fund investments, 401(k)s
215	10/20/2002	With 'happiness index' down, look for market bargains
216	10/27/2002	New law sheds light for investors during blackout periods
217	11/3/2002	A shift in asset rankings over the years
218	11/10/2002	‘Early out' offer pushes investor to study options
219	11/17/2002	Believe it or not, the IRS may owe you money
220	11/24/2002	Facts about the RMD when turning 70.5
221	12/1/2002	Ignoring brokerage statements could blind investors to insightful info
222	12/8/2002	Investors should make the best of a bad situation
223	12/15/2002	December - the time of the year to bunch or defer
224	12/22/2002	December is the time for big end-of-year decisions
225	12/29/2002	Knowing the right time to withdraw from an IRA
226	1/5/2003	It's not too late to set up a 2002 retirement plan
227	1/12/2003	Low fees don't determine performance
228	1/19/2003	Reinvesting CDs in 'guaranteed' products
229	1/26/2003	Free tax preparation services now available online
230	2/2/2003	Do long-term investors outperform or simply perform?
231	2/9/2003	Human-resource society is an impressive resource
232	2/16/2003	Test your tolerance for risk on your IRA
233	2/23/2003	Wrestling with Schedule D is no easy task
234	3/2/2003	Don’t be an unwitting participant in a tax scam
235	3/9/2003	Criminal investigations of tax preparer fraud on the rise
236	3/16/2003	Immediate annuities gaining steam with Baby Boomers
237	3/23/2003	Seniors have recourse in insurance scams
238	3/30/2003	Filing complaints with the banking department
239	4/6/2003	There's still time to contribute to IRA for 2002
240	4/13/2003	Important new rules on investment objectives
241	4/20/2003	Changes may not add up on mutual fund purchases
242	4/27/2003	Guaranteed investments feed on fears, offer little payoff
243	5/4/2003	Participating in 401(k) has benefits even in bad markets
244	5/11/2003	Rule changes in effect for late IRA rollovers
245	5/18/2003	Get your investment caps on: Here's a pop quiz
246	5/25/2003	Recent SEC hearing reveals Class B share abuse case
247	6/1/2003	Be mindful of financial seminars pumping big promises
248	6/8/2003	New tax act offers a window of opportunity to investors
249	6/15/2003	Rethinking investment choices under the New Tax Act
250	6/22/2003	Evaluate how tax act affects your AMT
251	6/29/2003	Stock market shows significant improvement since March
252	7/6/2003	What's the hubbub about mutual funds?
253	7/13/2003	Morningstar offers great resources for do-it-yourselfers
254	7/20/2003	Add S&P publication to investment library shelf
255	7/27/2003	Predicting the future with Value Line survey
256	8/3/2003	Experts: Trading may be hazardous to your wealth
257	8/10/2003	Before you pick stocks, establish some selling rules
258	8/17/2003	What those economic indicators really mean
259	8/24/2003	Some tips on the best use of variable annuities
260	8/31/2003	The envelope, please: Winning tips to control expenses
261	9/7/2003	It's the age-old rule: Don't touch your principal
262	9/14/2003	How to judge proprietary investment products
263	9/21/2003	More options mean more 401(k) decisions
264	9/28/2003	A Kodak moment: Lessons for the investor
265	10/5/2003	When a spouse dies, expect difficult decisions
266	10/12/2003	Changing face, mood of the brokerage industry
267	10/19/2003	Investors have the duty to complain in writing
268	10/26/2003	Nation's regulations plan securities forum in Stamford
269	11/2/2003	One man's data is enough to beat the S&P
270	11/9/2003	Stirring investments away from corruption quagmire
271	11/16/2003	Look before you leap into a managed account
272	11/23/2003	When your company plan's vendor changes
273	11/30/2003	Protect your refund: Keep address up-to-date with IRS
274	12/7/2003	2003 countdown: There's still time for tax planning
275	12/14/2003	Year-end tips for turning losers into tax deductions
276	12/21/2003	Don't forget these ways to save on taxes before Dec. 31
277	12/28/2003	Some year-end advice concerning IRAs
278	1/4/2004	Tax law changes mean you'll need to reassess contributions
279	1/11/2004	A fixed annuity may save spender - from himself
280	1/18/2004	You can use alimony to fund Roth IRA
281	1/25/2004	What happens if annuity provider goes bust?
282	2/1/2004	Watch for strings attached to some referrals
283	2/8/2004	Protections kick in if annuity provider fails
284	2/15/2004	No guarantee on premium level for universal life
285	2/22/2004	Estate plan means more than a will
286	2/29/2004	1b or not 1b? That is question facing tax filers
287	3/7/2004	SEC seeking disclosure on broker conflicts
288	3/14/2004	SEC asking for feedback on disclosure form
289	3/21/2004	FDIC guarantee may vary from what's touted
290	3/28/2004	Wrong moves can wipe out your 401(k)
291	4/4/2004	Is that fixed annuity a suitable one for you?
292	4/11/2004	Take time by Thursday to fund your IRA
293	4/18/2004	Check out the health of your insurance company
294	4/25/2004	Legal advice is recommended during estate planning
295	5/2/2004	An unsuspecting widow's trust opens door for easy sales
296	5/9/2004	Regard bond's yield-to-maturity date over interest rate
297	5/16/2004	Spare your estate from probate with a transfer-on-death registration
298	5/23/2004	Beware of false sense of security: Think diversification
299	5/30/2004	Even when you lose, you win - if you play the numbers right
300	6/6/2004	Using your 401(k) toward a down payment is a possibility
301	6/13/2004	The self-employed enjoy more 401(k) flexibility
302	6/20/2004	New laws allow small businesses to stock more money in pensions
303	6/27/2004	Many Americans are unprepared for retirement
304	7/4/2004	Morningstar takes the doubt out of retirement planning
305	7/11/2004	Topic AAII can be a valuable resource for investors
306	7/18/2004	Shareholders will get a better look at expense reporting
307	7/25/2004	Annuities come in all shapes and sizes
308	8/1/2004	Lawmakers push bill that will give retirees consistent income for life
309	8/8/2004	Deciding between investing in a Roth IRA or 401(k)
310	8/15/2004	With planning, your tax refund may work toward retirement
311	8/22/2004	A refresher course on how home sale gains are taxed
312	8/29/2004	There are exceptions available for some home sales
313	9/5/2004	Program helps to inform companies on 401(k) responsibility
314	9/12/2004	These 'phish' tales of identity theft are no exaggeration
315	9/19/2004	NASD test on the basics stumps most small investors
316	9/26/2004	Another option may be available on life insurance policies
317	10/3/2004	Vital steps for judging value of 'life settlement'
318	10/10/2004	A smart way to encourage 401(k) investing
319	10/17/2004	Sifting the stock brokers from the investment advisers
320	10/24/2004	Think before signing dotted line for financial adviser
321	10/31/2004	Decide whether adviser is good match for your needs
322	11/7/2004	What happens to your 401(k) in the event of death?
323	11/14/2004	Death complicates payment, distribution of 401(k)
324	11/21/2004	Required distributions are not just for people over 70
325	11/28/2004	Quick action required on 401(k) inheritance
326	12/5/2004	Work for yourself and maximize your tax shelter
327	12/12/2004	IRS is a good resource for tax planning material
328	12/19/2004	Companies can still plan to save on this year's taxes
329	12/26/2004	IRS working to treat taxpayers as ‘customers’
330	1/2/2005	How to judge skill, work habit, ethics of new accountant
331	1/9/2005	New year means dealing with new estate tax laws
332	1/16/2005	Tax credits, contributions and other questions answered on 2005 IRAs
333	1/23/2005	Hartford offers investors site to air dispute with brokers
334	1/30/2005	It's time to review the returns on your investments
335	2/6/2005	Even wealthy worry about money, says PNC Advisors
336	2/13/2005	Is this the right time for a mortgage tune-up?
337	2/20/2005	Beware of markups on home mortgages
338	2/27/2005	Bush panel seeks views for a fair, simple tax system
339	3/6/2005	Watch out for scams as tax time approaches
340	3/13/2005	Save initiative may help taxpayers be more self-sufficient
341	3/20/2005	E-filing can mean less headaches and quicker return
342	3/27/2005	Online program can help relieve nagging tax headaches
343	4/3/2005	When investing aggressively, be prepared for losses
344	4/10/2005	Regulation change makes converting IRA easier
345	4/17/2005	Site helps investors watch over mutual fund managers
346	4/24/2005	Are you managing your money well? Take this test
347	5/1/2005	Making the most of your retirement accounts
348	5/8/2005	Expert offers 10 retirement mistakes to avoid
349	5/15/2005	See 'Maximizer' on getting 401(k) without reducing paycheck
350	5/22/2005	If properly set up, you can buy property with your IRA
351	5/29/2005	Visit to Social Security office is a vital move
352	6/5/2005	Lock in your low interest rates now
353	6/12/2005	Think twice before selling life insurance policy
354	6/19/2005	Study shows encouraging 401(k) participation rates
355	6/26/2005	Researcher looks to build a better market index
356	7/3/2005	Sometimes it pays to keep ahead of tax bill
357	7/10/2005	State tax changes will impact estate plans
358	7/17/2005	You may be a beneficiary and not know it
359	7/24/2005	IRA beneficiaries should seek legal recommendation
360	7/31/2005	Careful planning is necessary in giving annual gifts
361	8/7/2005	Want to start a business? Check out the Web
362	8/14/2005	Federal, state agencies can help launch startup businesses
363	8/21/2005	Some rules for do-it-yourself investors to follow
364	8/28/2005	Planning ahead crucial before selling stock
365	9/4/2005	Fidelity offers lifecycle investments made easy
366	9/11/2005	NASD offers real-time access to bond transactions
367	9/18/2005	Not all financial advisers are created equal
368	9/25/2005	Roth 401(k) brings new, tax-advantaged retirement option
369	10/2/2005	401(k) or Roth 401(k): Which is better for your needs?
370	10/9/2005	Get interested in credit card rates or pay the consequences
371	10/16/2005	Income annuity may be answer for those sans pension
372	10/23/2005	All business owners must monitor their consultants
373	10/30/2005	For many, W-4 planning shouldn't be such a secret
374	11/6/2005	Monthly Social Security checks expected to rise 4%
375	11/13/2005	IRA withdrawals require vigilance or penalties can occur
376	11/20/2005	Charity-minded taxpayers also could be helping themselves
377	11/27/2005	Probate series part 1: The steps to settle an estate
378	12/4/2005	Probate series part 2: Going to court
379	12/11/2005	Probate series part 3: Avoiding the scam
380	12/18/2005	Crystal ball needed to decide on long-term care coverage
381	12/25/2005	Does treasury yield curve help project growth?
382	1/1/2006	Probate series part 4: Must-have resources, survivor's list
383	1/8/2006	The consequences of dying without a will
384	1/15/2006	Where there's a will there's an easier way
385	1/22/2006	The cost of setting an estate is reasonable
386	1/29/2006	Single mom may sacrifice herself out of comfy retirement
387	2/5/2006	Educate yourself to take full advantage of 401(k) benefits
388	2/12/2006	How to avoid confusion, litigation in your estate
389	2/19/2006	Your rights if you become incapacitated
390	2/26/2006	Standards are quite high for a finding of incapacity
391	3/5/2006	10 solid steps that a family can follow for probate
392	3/12/2006	Retirement preparedness provides answers for uncertain future
393	3/19/2006	Claim your 2002 tax refund before it's too late
394	3/26/2006	Everything you need to know about IRAs
395	4/2/2006	NASD does a lot to help protect seniors from money scams
396	4/9/2006	As taxes are filed, a struggle to protect personal data
397	4/16/2006	There are still options for filing taxes
398	4/23/2006	Scam artists use 'phishing' to get personal information
399	4/30/2006	Ask questions before using broker for a loan
400	5/7/2006	State may be left behind in move, but not taxes
401	5/14/2006	A cautionary tale about executing a will
402	5/21/2006	By following rules, investors can become market-savvy
403	5/28/2006	A method to help track market ups and downs
404	6/4/2006	Beneficiaries need to have confidence in trustee
405	6/11/2006	Marriage brings a slew of new tax possibilities
406	6/18/2006	IRS learns to take a clearer, friendlier tone
407	6/25/2006	Regulators provide muscle for consumer complaints
408	7/2/2006	A look at the numbers that make a success ratio
409	7/9/2006	‘Decumulation’ is the new catch-phrase
410	7/16/2006	Watch and wait for the next signs of strength
411	7/23/2006	Trust trumps tax on life insurance death benefit
412	7/30/2006	Unmarried couples need a plan for death, disability
413	8/6/2006	No offer is too good to avoid researching it
414	8/13/2006	Seniors must be wary of that free lunch
415	8/20/2006	Pitfalls that heirs need to watch out for
416	8/27/2006	Save money by using IRAs to make donations
417	9/3/2006	Children, others to get a major 401(k) tax break
418	9/10/2006	Attorney group changing the culture of divorce
419	9/17/2006	There are options for receiving annuity income
420	9/24/2006	A high price to pay when power of attorney is abused
421	10/1/2006	Before banking online, make sure your data is safe
422	10/8/2006	Nonprofit provides tools for inexperienced, advanced investors
423	10/15/2006	Check the tires before hopping aboard a friend's investment offer
424	10/22/2006	For Baby Boomers, there's no such thing as a free gourmet dinner
425	10/29/2006	Patent reinvents retirement for Baby Boomers
426	11/5/2006	An indispensable new tool for financial advisers
427	11/12/2006	Grace period for student loan consolidation is ending soon
428	11/19/2006	Retirement plans are available for the self-employed
429	11/26/2006	Avoid being 'sold' on rollovers by financial advisers
430	12/3/2006	Assess yourself honestly before taking on a financial adviser
431	12/10/2006	When investing, don’t focus only on brokerage fees
432	12/17/2006	Scam alert: Watch out for seemingly official e-mails
433	12/24/2006	There's still time to save on taxes for 2006
434	12/31/2006	Telephone 'luxury' tax has an overdue demise
435	1/7/2007	Retirement: Study and plan now or pay later
436	1/14/2007	A quiz to fine-tune your retirement knowledge
437	1/21/2007	Deductive logic: Get the most out of your tax return
438	1/28/2007	Volunteer tax-assistance program offers a good deal
439	2/4/2007	How to ditch an annuity and perhaps save on taxes
440	2/11/2007	Tax everybody loves to hate' can surprise you
441	2/18/2007	Reverse mortgages aren't the way to fund that dream vacation
442	2/25/2007	In some cases, reverse mortgages may be the best option
443	3/4/2007	How investors fell for a classic Ponzi scheme
444	3/11/2007	Some home insurance covers critical equipment
445	3/18/2007	Computer hackers find innovative ways to steal
446	3/25/2007	Excess contributions to Roth IRAs can be corrected
447	4/1/2007	Make sure you get the tax refund you deserve
448	4/8/2007	Avoid these common last-minute filing errors
449	4/15/2007	D.C. holiday gives tax procrastinators an extra day
450	4/22/2007	When buying on margin, law is on the brokerage firm's side
451	4/29/2007	Spouses should be partners in planning for retirement
452	5/6/2007	You can never learn enough about maximizing retirement
453	5/13/2007	529 is the best plan for making a gift of college funds
454	5/20/2007	Brokers, investment advisers are not the same
455	5/27/2007	Consultants provide 'objective resource' for pension plans
456	6/3/2007	Some market segments still have room to climb
457	6/10/2007	A portrait of the United States' 9 million millionaires
458	6/17/2007	Help make it easier to check out a charity
459	6/24/2007	Making the most of your 401 (k) employer match
460	7/1/2007	The big names debate the right way to index funds
461	7/8/2007	Income must beat outgrowth in the retirement years
462	7/15/2007	Paying for a vacation that lasts a lifetime
463	7/22/2007	How much can you safely spend in retirement?
464	7/29/2007	Common-sense advice on preparing for retirement
465	8/5/2007	Investors need to learn a new name in securities regulation
466	8/12/2007	Ensuring continued income after retirement
467	8/19/2007	What's an individual investor to do? Review your holdings
468	8/26/2007	Take note of tax changes if you sell a home
469	9/2/2007	Ways to cut your tax bill when selling a house
470	9/9/2007	Dodd proposes breaks for subprime borrowers
471	9/16/2007	Bad advice served at a free lunch may cost you
472	9/23/2007	Criminals target senior citizens in fraud schemes
473	9/30/2007	What happens when the scam artists are caught?
474	10/7/2007	Keep an eye out for potential scams or abuse
475	10/14/2007	Setting a safe withdrawal rate for retirement
476	10/21/2007	Couples not together on retirement plans, issues
477	10/28/2007	There's no good reason to put off estate planning
478	11/4/2007	Some tips on finding a lawyer for estate planning
479	11/11/2007	Smoke, mirrors, academics and leverage
480	11/18/2007	Test your knowledge of IRA distributions
481	11/25/2007	Required distributions are not for seniors only
482	12/2/2007	TV man's mission is educating people on finances
483	12/9/2007	Automatic 401(k)s may be solution to savings problem
484	12/16/2007	Tax benefits exist for year-end 401(k) contributors
485	12/23/2007	Take time to discuss estate plan with family
486	12/30/2007	New law saves many from paying Alternative Minimum Tax
487	1/6/2008	Seeing eye to eye with your adult children
488	1/13/2008	It's easier, cheaper and safer to file taxes electronically
489	1/20/2008	Regulations can help protect brokerage consumers
490	1/27/2008	Ways to ride out the wild stock market gyrations
491	2/3/2008	Some tools to help you guess what the market will do
492	2/10/2008	Don't be taken in by teaser mortgage rates
493	2/17/2008	Top high yield funds now at the bottom of the barrel
494	2/24/2008	How much does it take to be wealthy?
495	3/2/2008	Don't ignore IRS letter on stimulus payment
496	3/9/2008	In this downturn, is it too late for retirees to sell?
497	3/16/2008	Estate tax has wealthy residents flying south
498	3/23/2008	In a downtown, keep your head and cover your bets
499	3/30/2008	15 common questions about retirement accounts
500	4/6/2008	Getting a tax filing extension couldn’t be easier
501	4/13/2008	Seniors shouldn’t miss out on stimulus payment
502	4/20/2008	Book gives tips on buying stocks in any market
503	4/27/2008	As borrowing gets tougher, stay on top of your credit
504	5/4/2008	Authority called fair arbiter in disputes with brokers
505	5/11/2008	April's over, but tax penalty season is upon us
506	5/18/2008	Don’t delay if you’ve under-reported income to IRS
507	5/25/2008	If you can't pay, filing on time still will save money
508	6/1/2008	What to do when you can't pay off the government
509	6/8/2008	Time is right to lock in a fixed-rate mortgage
510	6/15/2008	A promise of profit too good to be true
511	6/22/2008	Make sure vets, retirees file for stimulus payment
512	6/29/2008	Look at the long term, investment experts say
513	7/6/2008	Your financial stories can help other readers
514	7/13/2008	Surviving a market that's not 'business as usual'
515	7/20/2008	Stocking up on Sominex and Pepto-Bismol
516	7/27/2008	Do the homework to assure yourself of safety
517	8/3/2008	A snapshot of wealthy investors' satisfaction
518	8/10/2008	Students need to learn credit card lessons
519	8/17/2008	Remember your needs when investing in a product
520	8/24/2008	Dipping your toe into the hedge fund pond
521	8/31/2008	Students must plan how to pay for their dreams
522	9/7/2008	For the wealthy, 2010 is magic year for Roth IRAs
523	9/14/2008	Is it worth converting a traditional IRA to a Roth?
524	9/21/2008	Looking at drastic changes in the financial map
525	9/28/2008	Our politicians' good intentions gone awry
526	10/5/2008	Mutual fund shares make or 'break' confidence
527	10/12/2008	Now is no time to abandon the investment ship
528	10/19/2008	Do the math and stay the course on your 401(k)
529	10/26/2008	Now is the time to assess risks in personal finances
530	11/2/2008	Retirement often requires tough decisions
531	11/9/2008	Frustrated by finances? Try going back to the basics
532	11/16/2008	Retired couple seeks answers to savings questions
533	11/23/2008	Ready to retire? Finding your footing in a shaky economy
534	11/30/2008	Telling children about tough financial times
535	12/7/2008	Keeping a steady, secure relationship with your bank
536	12/14/2008	Market pioneer says there are opportunities
537	12/21/2008	Required minimums to be suspended for next year
538	12/28/2008	Lessons learned after the Bernard Madoff fallout
539	1/4/2009	Take a fresh start for investments in a new year
540	1/11/2009	Doing research and getting to know your bonds
541	1/18/2009	E-file is the quickest, safest way to get a tax refund
542	1/25/2009	Parents, children should discuss financial affairs
543	2/1/2009	Take concrete steps to detect financial fraud
544	2/8/2009	Timing strategy key to recover taxes paid by Madoff victims
545	2/15/2009	important information on IRA contributions
546	2/22/2009	Homeowners can benefit from federal assistance program
547	3/1/2009	Obama plan offers some hope to struggling homeowners
548	3/8/2009	Supreme Court sides with ex-wife as designated beneficiary
549	3/15/2009	Mortgage programs to lower costs
550	3/22/2009	New federal act won't help all homeowners
551	3/29/2009	When is it right to re-enter the market?
552	4/5/2009	Bill would protect credit consumers
553	4/12/2009	File return even if you can't pay
554	4/19/2009	OCIE’s letter to IRA clients
555	4/26/2009	Don't let one scam lead to another
556	5/3/2009	Closed-end funds offer opportunities
557	5/10/2009	Study yields closed-end funds offer
558	5/17/2009	Looking at closed-end funds for income
559	5/24/2009	History offers lessons on crisis
560	5/31/2009	Persistence may pay off in mortgage assistance
561	6/7/2009	CEO criticizes response to crisis
562	6/14/2009	Search is on for a financial adviser
563	6/21/2009	Clock is ticking on tax amnesty
564	6/28/2009	Unified standard needed for reform
565	7/5/2009	Energy initiatives to be best way to save
566	7/12/2009	Some fail to utilize 401(k)s' benefits
567	7/19/2009	Questions abound for Baby Boomers
568	7/26/2009	Hanker for more? Or hunker down?
569	8/2/2009	Who can understand the latest health plan?
570	8/9/2009	Be wary of debt relief claims
571	8/16/2009	Ignorance is not bliss with student loans
572	8/23/2009	Rehab may aid students who default on loans
573	8/30/2009	Here's how to deal with a financial catastrophe
574	9/6/2009	Dow tells roller coaster of a story
575	9/13/2009	State changing its estate tax law
576	9/20/2009	New act may ease long probate proceedings
577	9/27/2009	Credit offering students money
578	10/4/2009	Facts for working couples to ponder
579	10/11/2009	IRS lets you undo retirement withdrawal
580	10/18/2009	Plan now to convert your IRA to a Roth
581	10/25/2009	SEC offers website geared to laypersons
582	11/1/2009	Questions on Social Security call for legal help
583	11/8/2009	Job hunt strategies may ease search
584	11/15/2009	Laid off? Get what's coming to you
585	11/22/2009	There still is no such thing as a free lunch
586	11/29/2009	Not too late to maximize your 401(k) contribution
587	12/6/2009	401(k) moves make this year
588	12/13/2009	Learn other ways to invest
589	12/20/2009	Converting Roth may help jobless with taxes
590	12/27/2009	Money planned needed for the future
591	1/3/2010	Elder law expertise can be crucial
592	1/10/2010	Be in the know on elder care eligibility
593	1/17/2010	Medicaid qualification proves to be complex
594	1/24/2010	Managing the maze of Medicaid
595	1/31/2010	Title is very important in estate recovery
596	2/7/2010	It may be time to shop for long-term care coverage
597	2/14/2010	Ethical Medicaid planning
598	2/21/2010	Credit card changes arrive on Monday
599	2/28/2010	High-yield notes need high level of homework
600	3/7/2010	Deadline nears to claim 2006 tax refund
601	3/14/2010	New tax credit aids students' college costs
602	3/21/2010	Take stock before you retire
603	3/28/2010	Graduate students need savvy for credits
604	4/4/2010	No sales pitch at free FINRA dinner
605	4/11/2010	Remember your IRA deduction in tax rush
606	4/18/2010	Be wary about debt settlement counseling
607	4/25/2010	Learn how to settle your debt yourself
608	5/2/2010	Be ready before you call creditors
609	5/9/2010	Bankruptcy may resolve credit crisis
610	5/16/2010	Tax advice for your 401(k)
611	5/23/2010	Think Roth for after-tax 401(k)
612	5/30/2010	Beware of e-mails claiming refunds
613	6/6/2010	Lack of choice may be best for 401(k)
614	6/13/2010	SEC on alert for BP oil spill scams
615	6/20/2010	Rethink risk in terms of self
616	6/27/2010	Put on skeptic's hat with munis
617	7/4/2010	Time to refi jumbo loans
618	7/11/2010	Tour opens eyes to future
619	7/18/2010	Tools gauge fraud risk
620	7/25/2010	Helping to figure out mutual fund fees
621	8/1/2010	IRS offers one-time shot for nonprofits
622	8/8/2010	New rules on the horizon
623	8/15/2010	Reasons for face time with taxman
624	8/22/2010	Paying a little extra can save
625	8/29/2010	What health reform is doing
626	9/5/2010	Dividend taxes may skyrocket next year
627	9/12/2010	Flash crash' reveals doubts
628	9/19/2010	Safe harbor enables 401(k)s
629	9/26/2010	Profit sharing boosts nest egg
630	10/3/2010	Time is running out for nonprofits
631	10/10/2010	Simple step for serious matter
632	10/17/2010	Advice key for looser Roth
633	10/24/2010	Fight phishy e-mails online
634	10/31/2010	Richest rebound after crisis
635	11/7/2010	Having 'the talk' with your children
636	11/14/2010	Advisers need info to advise clients
637	11/21/2010	Retirees' goals are income, growth
638	11/28/2010	Roth IRAs spark queries
639	12/5/2010	Study reveals scary facts on retiring
640	12/12/2010	Convert less to cut back on taxes
641	12/19/2010	New law, no limits spur queries
642	12/26/2010	Tax deal holds rates for now
643	1/2/2011	New Year is a great time to talk
644	1/9/2011	Reach out, share your financial stories
645	1/16/2011	E-file may be best bet for taxes
646	1/23/2011	Malloy's switch to GAAP will bring transparency
647	1/30/2011	The fiduciary debate rages on
648	2/6/2011	It pays to pay attention to your taxes
649	2/13/2011	Beware of 'no-cost' advisers
650	2/20/2011	Checking Social Security benefits
651	2/27/2011	Beware of private placements (held to 3/13)
652	3/6/2011	Beware of private placements (held to 3/13)
653	3/13/2011	Beware of private placements
654	3/20/2011	Check those Social Security statements
655	3/27/2011	Older than 70.5 and giving charity?
656	4/3/2011	Using RMDs to make donations
657	4/10/2011	File your tax return to avoid heavy penalty
658	4/17/2011	What to do if you don't have the money to pay your taxes?
659	4/24/2011	Beware product seminars
660	5/1/2011	SEC seeks input from investors
661	5/8/2011	Agencies target financial literacy
662	5/15/2011	Estate tax to impact smaller fortunes the most
663	5/22/2011	Be careful about capital gains in house sales
664	5/28/2011	Tough times cause second thoughts about retirement
665	6/5/2011	SEC issues brochure on investment advisers
666	6/12/2011	Which hat is your broker wearing today?
667	6/19/2011	Fiduciary adviser comes with disclosure
668	6/26/2011	Trustees will be impacted by new disclosures
669	7/3/2011	Another auction rate security covenant
670	7/10/2011	Federal agencies offer help in online fraud cases
671	7/17/2011	Debt ceiling debate is tip of iceberg
672	7/24/2011	A resource for exploring Social Security debate
673	7/31/2011	U.S. credit downgrade may be likely, but default isn't
674	8/7/2011	Budget deal means tax hikes are likely
675	8/14/2011	Understanding how the U.S. funds itself
676	8/21/2011	Revised court system is paying off
677	8/28/2011	During market volatility, it's better to plan than to react
678	9/4/2011	Looking to start investing? Do your homework first
679	9/11/2011	Blogging your way to success
680	9/18/2011	Irene extends tax filing decline
681	9/25/2011	AARP's annual convention worth the price of admission
682	10/2/2011	Millionaires pessimistic about economy
683	10/9/2011	Small time for small businesses for health care tax credits
684	10/16/2011	Hiding information from spouse can backfire
685	10/23/2011	Guard against Social Security child identity theft
686	10/30/2011	Complaint department only a few clicks away
687	11/6/2011	When a spouse dies, investment, estate plans should be in sync
688	11/13/2011	AAII Conference seasoned investors abound
689	11/20/2011	Life-changing transitions call for family decision-making
690	11/27/2011	Shorting for profit in down market
691	12/4/2011	Communicate with your broker
692	12/11/2011	Individual 401(k) plans can help save
693	12/18/2011	Last minute retirement plans for 2011
694	12/25/2011	A quiz to fine-tune your retirement knowledge
695	1/1/2012	Test your retirement knowledge
696	1/8/2012	The dark side of social media
697	1/15/2012	Cash in on your savings bonds
698	1/22/2012	Prepare for college costs with 529 plans
699	1/29/2012	College savings questions answered
700	2/5/2012	529 plans play key role in education assistance
701	2/12/2012	STOCK Act a step in the right direction
702	2/19/2012	Employers have option with HDHP coverage
703	2/26/2012	Consider timing of tax-free gifts
704	3/4/2012	TODs help avoid probate courts
705	3/11/2012	Wills can bring surprises
706	3/18/2012	Be aware of how assets pass to heirs
707	3/25/2012	Remember to fund your IRA
708	4/1/2012	MLPs as high-yield investment tool?
709	4/8/2012	MLP part 2
710	4/15/2012	Resources for income investors
711	4/22/2012	Prepare with a POA in case loved one becomes incapacitated
712	4/29/2012	There's help for an impaired loved one
713	5/6/2012	Choose best share classes
714	5/13/2012	Social Security and POAs - not so simple
715	5/20/2012	Past high returns may be red flag
716	5/27/2012	Skill top reason to pick adviser
717	6/3/2012	Inherited IRA's have own set of issues
718	6/10/2012	Wrinkles inherent in inherited Roths
719	6/17/2012	Should finance serve greater good?
720	6/24/2012	Getting a glimpse at stock selection
721	7/1/2012	Madoff changed regulatory landscape
722	7/8/2012	FINRA stresses broker-client link
723	7/15/2012	Retirees: Manage money monthly
724	7/22/2012	Tips for young workers' future
725	7/29/2012	Your traits may impact investing
726	8/5/2012	Seek balance for up, down markets
727	8/12/2012	529 Plan issues spark questions
728	8/19/2012	Steele keys to size of declines
729	8/26/2012	Lower risk funds can pay off too
730	9/2/2012	Even those you know can defraud
731	9/9/2012	VITA provides tax prep, rewards
732	9/16/2012	SEC's 'literacy' study unsettling
733	9/23/2012	Tickets to successful retirement is saving, not luck
734	9/30/2012	Careful with non-traded REITS
735	10/7/2012	Guide can be mutually helpful
736	10/14/2012	Age doesn’t end desire to work
737	10/21/2012	Debit card process saves money for state in tax refunds
738	10/28/2012	Taxpayers split on debit card refunds
739	11/4/2012	Analysts: Fiscal cliffs threatens another recession
740	11/11/2012	Get a handle on your student loan
741	11/18/2012	Consider helping with tax filing
742	11/25/2012	'Tis the season for year-end fund gifts
743	12/2/2012	You need to take your IRA payouts
744	12/9/2012	Check rules on gifts to charities
745	12/16/2012	Prepare for 'cliff,' don't panic
746	12/23/2012	Some last-minute retirement plan moves
747	12/30/2012	Stay the solid course this year
748	1/6/2013	Results of tax deal mixed for investors
749	1/13/2013	Estate tax act has major impact
750	1/20/2013	The ins and outs of estate taxes
751	1/27/2013	Donations from IRAs can again reduce taxes
752	2/3/2013	When second thoughts arise on gifts
753	2/10/2013	Raising financially literate children
754	2/17/2013	Parents should talk to adult children about finances
755	2/24/2013	Divorce may offer social security benefits
756	3/3/2013	Delaying social security brings more benefits
757	3/10/2013	Insider moves offer investor guidance
758	3/17/2013	File tax return for potential refund
759	3/24/2013	Savings Bonds may not be paying interest
760	3/31/2013	2012 IRA still can offer tax break
761	4/7/2013	Still time to fund your ‘12 IRA
762	4/14/2013	Rules allow change to Roth IRA
763	4/21/2013	Investors advised to plan, not react
764	4/28/2013	Change to Roth has ins, outs
765	5/5/2013	Getting right IRA advice tough
766	5/12/2013	Women make over household finances
767	5/19/2013	Nonprofit offers good advice for retirement
768	5/26/2013	The challenges of finding good retirement advice
769	6/2/2013	Prepare before paying for financial advice
770	6/9/2013	Trusted IRAs allow you future control
771	6/16/2013	Details on trusteed IRAs Provided
772	6/23/2013	Consider taxes on post-retirement businesses
773	6/30/2013	DOMA ruling means big benefits
774	7/7/2013	It pays to wait for social security benefits
775	7/14/2013	Probate can be avoided for your vehicles
776	7/21/2013	Retirees with charitable bent can benefit
777	7/28/2013	Save bread by using CRUTs
778	8/4/2013	Will Detroit drive away bond buyers?
779	8/11/2013	Survey saving is focus for women
780	8/18/2013	Couples must communicate when dealing with finances
781	8/25/2013	Time for husband and wife to start dating again
782	9/1/2013	Getting clear on investment income
783	9/8/2013	Find a good place for long-term tax-record storage
784	9/15/2013	The benefits of hindsight
785	9/22/2013	SEC plan would alter way money market funds are priced
786	9/29/2013	Involve youngsters in college funding talks
787	10/6/2013	Don't let fear drive choice of investments
788	10/13/2013	Watch out for hidden fund fees
789	10/20/2013	Required reading about advisers
790	10/27/2013	Meet regularly with your adviser
791	11/3/2013	Don’t be fooled by tax scams
792	11/10/2013	Online tools help figure needs for retirement
793	11/17/2013	High income investors deal with tax changes
794	11/24/2013	Retiring Baby Boomers are no threat to stock's health
795	12/1/2013	Value Line gauges market's appreciation potential
796	12/8/2013	Using Value Line to pick stocks
797	12/15/2013	Test drive Value Line software
798	12/22/2013	Now's the time to run a projection of 2013 tax return
799	12/29/2013	2014 needs family financial theme
800	1/5/2014	Look for a good market in 2014, but not a repeat of last year
801	1/12/2014	Probate can be a headache, but help is available
802	1/19/2014	SEC taking a closer look at rollovers
803	1/26/2014	Retirees should weigh aspects of current home
804	2/2/2014	Ways to fight identity theft
805	2/9/2014	Watch out for contest scams
806	2/16/2014	IRS can ease pain for scam victims
807	2/23/2014	Tools to gauge retirement finances
808	3/2/2014	A retirement plan is needed if you work for yourself
809	3/9/2014	What you need to know to open IRA
810	3/16/2014	2 steps to picking the right IRA investment
811	3/23/2014	The benefits of starting an IRA for your child
812	3/30/2014	Choose a lawyer wisely when considering divorce
813	4/6/2014	What to look for when selecting a divorce lawyer
814	4/13/2014	There's a great need to educate youngsters about financial matters
815	4/20/2014	Useful tools for youthful investors
816	4/27/2014	Making your 401(k) affordable
817	5/4/2014	Before buying stocks for children, determine what the goal is
818	5/11/2014	Retirement concerns starting at a young age
819	5/18/2014	Stocks still good bet for retirement plans
820	5/25/2014	Study finds average investors chronically lag market
821	6/1/2014	Feeling charitable? Here are some guidelines to giving
822	6/8/2014	Regulators shine a light on dark-pool information
823	6/15/2014	Growing student loan debt is serious business
824	6/22/2014	Online scorecard ranks college value
825	6/29/2014	Website offers good career exploration tool
826	7/6/2014	Higher rates may mean higher risk, even with CDs
827	7/13/2014	For young investors, contributing to a Roth IRA is the smart choice
828	7/20/2014	What to pay an executor
829	7/27/2014	Retirement planning and investment
830	8/3/2014	Time spent on administering estate key in executor's fee
831	8/10/2014	Tips on how to read a prospectus
832	8/17/2014	Don’t be afraid to ask embarrassing questions
833	8/24/2014	401(k) participants saw balances bounce back from lows
834	8/31/2014	Questions to ask when seeking a financial adviser
835	9/7/2014	Disclosure documents, questions can help determine if financial adviser has a conflict
836	9/14/2014	Navigating retirement funds' early-withdrawal penalties
837	9/21/2014	A focus on new categories for funds traded in exchanges
838	9/28/2014	A cautionary tale of insider trading
839	10/5/2014	States must disclose risks
840	10/12/2014	Understanding the relationship between your W-2 and 401(k)
841	10/19/2014	IRS clarifies after-tax 401(k) issues
842	10/26/2014	Stock market rewards long term focus
843	11/2/2014	Seniors at risk for identity theft from Medicare cards
844	11/9/2014	Investors need to put market turbulence into perspective
845	11/16/2014	Best time to invest might be when market news is bad
846	11/23/2014	College debt payback has to begin 6 months after graduation
847	11/30/2014	Tool available to avoid student loan default
848	12/7/2014	Help for students applying for loans
849	12/14/2014	Even in dire cases, help is available on student loans
850	12/21/2014	Pay close attention to mandated withdrawals
851	12/28/2014	Act before Dec. 31 to avoid penalties on IRA withdrawals
852	1/4/2015	RMDs for 3-year olds the benefits of stretching an IRA
853	1/11/2015	Stretching an IRA can pay long-term benefits
854	1/18/2015	What you need to know about IRAs before widowhood
855	1/25/2015	What to know about rules governing beneficiary IRA distribution
856	2/1/2015	History shows 8% return possible if investors think long term
857	2/8/2015	President's revenue proposals could impact IRAs
858	2/15/2015	Beware: Scammers filing fraudulent tax returns on the increase
859	2/22/2015	Immediate annuity might be ideal for a spendthrift
860	3/1/2015	Check to see if you and Social Security agree on earnings
861	3/8/2015	Identity theft criminals pay dearly for their crimes
862	3/15/2015	Many embrace new career after they retire
863	3/22/2015	Many who didn't file in 2011 are owed tax refunds
864	3/29/2015	IRS offers helpful navigation for IRA accounts
865	4/5/2015	Some taxpayers can prepare e-file federal return for free on IRS website
866	4/12/2015	Last-minute advice for income tax return fliers
867	4/19/2015	Is an IRA official calling? Or is he a scammer?
868	4/26/2015	Financial group offer free advice, dinner
869	5/3/2015	Couples should coordinate financial holdings
870	5/10/2015	There's a wealth of information available to hone investing skills
871	5/17/2015	Handbook guides young investors through basic principles
872	5/24/2015	Should state adopt transfer-on-death deed laws?
873	5/31/2015	For college savings, 529 plans offer numerous benefits
874	6/7/2015	Calculating retirement income requires lots of numbers crunching
875	6/14/2015	Questions to ask your financial adviser
876	6/21/2015	Finding new ways to raise funds in a changing world
877	6/28/2015	New world enhances small companies' access to capital
878	7/5/2015	Unwrapping the gift tax
879	7/12/2015	Survey: Many women executives don’t desire job as large company CEO
880	7/19/2015	More on gift taxes
881	7/26/2015	Gift-tax information sparks questions from readers
882	8/2/2015	Cash balance plans can help professionals catch up
883	8/9/2015	October deadline looms for setting up new safe harbor 401(k)
884	8/16/2015	Readers ask: Where should we invest?
885	8/23/2015	Part 2: Where should we invest?
886	8/30/2015	Part 3: Correctly assessing your 'personal risk'
887	9/6/2015	Figuring out the true cost of college
888	9/13/2015	Trust or trustworthiness—which is more important?
889	9/20/2015	Sarah's search prompts request for readers' responses
890	9/27/2015	Financial advisers speak out about Sarah's situation
891	10/4/2015	Should you prepare for the bear?
892	10/11/2015	Consistency pays off
893	10/18/2015	Compensation in financial services industry comes under review
894	10/25/2015	Retirement security is a major concern
895	11/1/2015	The money behind the move of your financial adviser
896	11/8/2015	Volunteer work can provide insight on doing taxes
897	11/15/2015	Window of opportunity exists to file and suspend social security benefits
898	11/22/2015	Sam's six lessons
899	11/29/2015	Some help in navigating Social Security
900	12/6/2015	Annual Medicare review - have you done yours?
901	12/13/2015	Don't forget about your IRA's minimum distribution
902	12/20/2015	Interest rate increase signals that economy is on the mend
903	12/27/2015	A new path for locking in tax relief
904	1/3/2016	Before harvesting losses learn IRS Rules
905	1/10/2016	Is this the start of the next bear market?
906	1/17/2016	Understanding markets key to investing
907	1/24/2016	Managing your 401(k) during a market correction
908	1/31/2016	With markets so volatile, does it make sense to go to cash?
909	2/7/2016	Put a freeze on your credit record
910	2/14/2016	Taxpayers can help IRS prevent refund fraud
911	2/21/2016	Men, women often have differing investment expectations
912	2/28/2016	To fix social security earnings record, proof is needed
913	3/6/2016	Income tax questions deal with identity theft, W2s, dependents
914	3/13/2016	The ins and outs of tax breaks for educational expenses
915	3/20/2016	Software can help on education tax breaks
916	3/27/2016	Social Security changes cause confusion
917	4/3/2016	Social Security questions answered
918	4/10/2016	Deadline for 2015 IRA contributions approaching
919	4/17/2016	A Q&A to help clarify rules, regs of IRAs
920	4/24/2016	New fiduciary rules will change how you do business with your broker
921	5/1/2016	Complex fiduciary rules will affect investors
922	5/8/2016	Help needed in handling social security issues
923	5/15/2016	Jobs act lets small businesses raise capital through crowdfunding
924	5/22/2016	Removing Social Security numbers from Medicare cards
925	5/29/2016	Life Insurance help results in a headache
926	6/5/2016	Hedge funds suffer from overabundance
927	6/12/2016	Finding a lawyer to handle estate planning
928	6/19/2016	Study: Older people more susceptible to fraud
929	6/26/2016	Can student-loan debt be forgiven due to disability?
930	7/3/2016	Uniform POA laws focus on incapacity
931	7/10/2016	Can student loans be discharged in bankruptcy?
932	7/17/2016	Students learn about loan repayment plans
933	7/24/2016	Financial literacy perceptions vs. behavior
934	7/31/2016	Investors put new focus on gender diversity
935	8/7/2016	Is letter from Treasury Department legit?
936	8/14/2016	It’s never too early for retirement planning
937	8/21/2016	Test your knowledge on credit scores
938	8/28/2016	Making sense of Social Security letters
939	9/4/2016	Avoid imposters when obtaining credit report
940	9/11/2016	Free credit scores worth seeking out
941	9/18/2016	Think carefully before you freeze your credit
942	9/25/2016	Software can be helpful in choosing stocks
943	10/2/2016	Keep close watch on sales charge waivers
944	10/9/2016	IRS provides details on IRA rollover waivers
945	10/16/2016	IRA move by Merrill Lynch sparks headlines
946	10/23/2016	Social Security public representative could be valuable
947	10/30/2016	When to hold'em and when to fold'em
948	11/6/2016	Finding a safe withdrawal rate for retirement funds
949	11/13/2016	Many people unprepared for financial decisions
950	11/20/2016	Scammers posing as the IRS can be hard to spot
951	11/27/2016	Many factors affect Social Security payouts
952	12/4/2016	Shareholder class action suits rarely go to trial
953	12/11/2016	Progress in the fight against identity theft
954	12/18/2016	Fed may be underestimating the economy
955	12/25/2016	Where is the stock market headed?
956	1/1/2017	Elderly parents may need help organizing money
957	1/8/2017	Making use of research tools for bond investors
958	1/15/2017	Ruling offers IRA flexibility for taxpayers
959	1/22/2017	Questions answered on retirement plan options
960	1/29/2017	Most U.S. households don't contribute to IRAs
961	2/5/2017	Retirement account report can lead to confusion
962	2/12/2017	Millennials facing a changing work force
963	2/19/2017	Can parents be financial role models?
964	2/26/2017	Estate planning key, even for young people
965	3/5/2017	Right attorney can make planning work
966	3/12/2017	How much of your savings should you withdraw annually in retirement?
967	3/19/2017	What does the federal funds rate rise mean for everyday people?
968	3/26/2017	DAFs are an option for charitable giving
969	4/2/2017	When is a foundation a better investment option than a DAF
970	4/9/2017	A good week to focus on retirement planning
971	4/16/2017	Still a chance to delay tax deadline
972	4/23/2017	Learn the facts on student loan repayment
973	4/30/2017	Write your own credit history with a secured card
974	5/7/2017	Additional options for building good credit
975	5/14/2017	Individual investors can benefit from managed portfolios
976	5/21/2017	Social Security site gets a little more secure
977	5/28/2017	If you have an IRA or a 401(k), you will be affected by DOL rule
978	6/4/2017	People should be aware of the dark web and its role in identity theft
979	6/11/2017	Educational program provides financial wisdom for college students
980	6/18/2017	How will you celebrate your 70½ birthday?
981	6/25/2017	Don’t overlook a 401(k) in a divorce
982	7/2/2017	401(k) participants—should you worry about the market?
983	7/9/2017	Ways to simplify post-retirement investing
984	7/16/2017	Working with limited investment experience
985	7/23/2017	Comparing and contrasting mutual funds for a new investor
986	7/30/2017	Two more key questions to ask when comparing mutual funds
987	8/6/2017	What's ahead after the latest market milestone
988	8/13/2017	A financial checkup for physicians
989	8/20/2017	Some things to consider when planning for retirement security
990	8/27/2017	Take care on bitcoin investment
991	9/3/2017	Financial literacy more important than ever
992	9/10/2017	The time to look at the cost of college
993	9/17/2017	Answering some questions about the 529 college savings
994	9/24/2017	Staying ahead of the scammers
995	10/1/2017	Retirement security matters to everyone
996	10/8/2017	Investors need to protect themselves
997	10/15/2017	Making sense of adviser designations
998	10/22/2017	Retirement planning never more important
999	10/29/2017	Who runs mutual funds?
1,000	11/5/2017	Avoid overconfidence in the market
1,001	11/12/2017	1000 Ways to make a smart investment
1,002	11/19/2017	Should you be loyal to your employer’s stock?
1,003	11/26/2017	Understanding a 529 plan's cost
1,004	12/3/2017	Retirement Saver’s Credit available for certain taxpayers
1,005	12/10/2017	Steps to avoid IRA tax penalties
1,006	12/17/2017	How many funds topped the S&P 500 Index?
1,007	12/24/2017	Charitable donations
1,008	12/31/2017	Some questions to ask charities
1,009	1/7/2018	Which economic trends should investors be following?
1,010	1/14/2018	Students need to learn credit card lessons
1,011	1/21/2018	FINRA foundation offers tools for understanding investment issues
1,012	1/28/2018	A college degree is a good investment
1,013	2/4/2018	Beware of living beyond your means in retirement
1,014	2/11/2018	A good time to learn about the markets
1,015	2/18/2018	Fiduciary rule affects advice on rollovers
1,016	2/25/2018	Deceased IRA owner—Check the final RMD
1,017	3/4/2018	Making sense of FDIC insurance
1,018	3/11/2018	How is a menu chosen for a company’s 401(k) plan?
1,019	3/18/2018	A comparison of bull markets
1,020	3/25/2018	Plenty of ways to pay your taxes
1,021	4/1/2018	Can’t pay your taxes? Don’t be afraid, panic or delay
1,022	4/8/2018	There's still time to contribute to your IRA for the 2017 tax year
1,023	4/15/2018	New opportunity to increase your 401(k)
1,024	4/22/2018	Fraudsters are posing as SEC regulators
1,025	4/29/2018	Employers can help when it comes to financial literacy
1,026	5/6/2018	May is Older Americans Month
1,027	5/13/2018	New Medicare cards are coming
1,028	5/20/2018	Is financial planning an impossible task?
1,029	5/27/2018	The importance of having a financial plan
1,030	6/3/2018	IRS issues guidelines to deter scammers
1,031	6/10/2018	Plenty of questions on 401(k) savings
1,032	6/17/2018	Target-date funds may provide a strategic way to manage 401(k)s
1,033	6/24/2018	Showing the power of target-date funds
1,034	7/1/2018	Charitable dollars and sense
1,035	7/8/2018	Does trust “motivate” widows and divorcees to change advisers?
1,036	7/15/2018	Types of financial advisers: Perception vs. reality?
1,037	7/22/2018	You have rights when it comes to an IRS audit
1,038	7/29/2018	Saving and investing for retirement should start early
1,039	8/5/2018	Aug. 7 is an important day for investors
1,040	8/12/2018	This time I need your advice …
1,041	8/19/2018	Are margin traders more savvy?
1,042	8/26/2018	Junior achievement and financial literacy
1,043	9/2/2018	Sharing my curiosity about you, my readers
1,044	9/9/2018	A 401(k) day message
1,045	9/16/2018	Can your investment firm be trusted?
1,046	9/23/2018	Should an FLP be dissolved due to changes in estate taxes?
1,047	9/30/2018	How are financial planners regulated?
1,048	10/7/2018	How to shop for a financial planner
1,049	10/14/2018	FINRA’s role in helping investors
1,050	10/21/2018	Does your estate plan serve as a guide for your heirs?
1,051	10/28/2018	The state of saving for retirement
1,052	11/4/2018	Nominate the next winner of the Plan Sponsor of the Year award
1,053	11/11/2018	Would these questions be useful when you talk to your financial adviser?
1,054	11/18/2018	The SEC needs your feedback on mutual funds
1,055	11/25/2018	Is it all about performance when it comes to mutual funds?
1,056	12/2/2018	Are you “clueless” about your retirement savings?
1,057	12/9/2018	Why participate in 401(k)s?
1,058	12/16/2018	The benefits of isolating basis in an IRA
1,059	12/23/2018	Are you susceptible to a Ponzi scheme?
1,060	12/30/2018	How to view a volatile market
1,061	1/6/2019	The market takes a bite out of Apple
1,062	1/13/2019	It’s a good time to review your estate plan
1,063	1/20/2019	January is the time to review expenses
1,064	1/27/2019	Thinking about moving when you retire?
1,065	2/3/2019	The redesigned Form 1040 is here
1,066	2/10/2019	Readers write in about 401(k) plans
1,067	2/17/2019	Not everyone is delighted about the new form 1040
1,068	2/24/2019	Yes, passbooks still exist
1,069	3/3/2019	Many 401(k) participants would like advice
1,070	3/10/2019	2018 tax withholding: Will you owe?
1,071	3/17/2019	A 'Reminder' for those born in first half of '48
1,072	3/24/2019	Navigating tricky retirement fund waters
1,073	3/31/2019	An update on withholding penalties
1,074	4/7/2019	Clock ticking to fund your IRA for 2018
1,075	4/14/2019	TurboTax expert answers tax questions
1,076	4/21/2019	Retirement planning hits the road
1,077	4/28/2019	Financial literacy needs to start young
1,078	5/5/2019	If your broker changes firms, stay or go?
1,079	5/12/2019	Morningstar a resource for individual investors
1,080	5/19/2019	Investment education from regulators
1,081	5/26/2019	Retirement legislation may bring changes
1,082	6/2/2019	Readers respond to proposed RMD change
1,083	6/9/2019	Your relationship with your adviser to change
1,084	6/16/2019	Should you care about the new SEC rules?
1,085	6/23/2019	Clarification coming for brokers, advisers
1,086	6/30/2019	Trends show an increase in 401(k) savings
1,087	7/7/2019	Invest in some important summer reading
1,088	7/14/2019	7 steps to learn about retirement investing
1,089	7/21/2019	New roadmap plots pathways through complicated tax system
1,090	7/28/2019	SEC's seven conversation starters for you
1,091	8/4/2019	How complete is your tax preparation software?
1,092	8/11/2019	No beneficiary designation for an IRA? Here's what can happen
1,093	8/18/2019	Key points to consider when choosing an accountant
1,094	8/25/2019	Enrolled agents are another option for tax help
1,095	9/1/2019	If you miscalculate, it can draw the IRS’ notice
1,096	9/8/2019	Is sweep account relationship no longer mutual?
1,097	9/15/2019	New FINRA site provides important investment information and tools
1,098	9/22/2019	Millennials are worried about retirement
1,099	9/29/2019	Recommended reading—time to hit the books!
1,100	10/6/2019	Readers recommended their favorite financial books
1,101	10/13/2019	Spoofs: Cybersecurity Awareness Month
1,102	10/20/2019	Share class violations result in returns to investors
1,103	10/27/2019	Starting young pays off for retirement planning
1,104	11/3/2019	More on mutual fund share classes and 12b-1 fees
1,105	11/10/2019	Common 401(k) mistakes and how to avoid them
1,106	11/17/2019	More 401(k) mistakes and their consequences
1,107	11/24/2019	Pass the financial knowledge this Thanksgiving
1,108	12/1/2019	Additional resources for 401(k)s
1,109	12/8/2019	How the CRS could affect your financial decision-making
1,110	12/15/2019	Do investors know what they are doing? Maybe not
1,111	12/22/2019	Time is waning for 2019 RMD
1,112	12/29/2019	Transitioning to new RMD rules thanks to the SECURE Act
1,113	1/5/2020	Did your New Year's resolutions include financial ones?
1,114	1/12/2020	Stretch IRA under the new SECURE Act
1,115	1/19/2020	Don't wait: File your 2019 taxes now using your mobile phone
1,116	1/26/2020	Are you eligible for the EITC tax credit?
1,117	2/2/2020	Do you need to file a tax return?
1,118	2/9/2020	Ask these three big questions to assess your financial literacy
1,119	2/16/2020	Financial literacy results
1,120	2/23/2020	Next steps to prepare for retirement
1,121	3/1/2020	16 resources for future retirees
1,122	3/8/2020	Gender: Does it play a role in investing?
1,123	3/15/2020	In the bear market, you need a plan
1,124	3/22/2020	It's time to MOOC
1,125	3/29/2020	Help is on the way for small businesses
1,126	4/5/2020	Financial resources in a time of uncertainty
1,127	4/12/2020	RMDs not required in 2020
1,128	4/19/2020	Looking for stocks in all the right places
1,129	4/26/2020	Should you 'TOD' your house?
1,130	5/3/2020	Investing in the coronavirus stock market: A bumpy ride
1,131	5/10/2020	Received a PPP Loan? What’s next?
1,132	5/17/2020	Mentoring future investors
1,133	5/24/2020	Small businesses: How to get your PPP loan forgiven
1,134	5/31/2020	529 plan resources
1,135	6/7/2020	Are you susceptible to scams?
1,136	6/14/2020	The new CRS is on its way to you
1,137	6/21/2020	That EIP debit card may be legit
1,138	6/28/2020	Good news for early bird RMDs
1,139	7/5/2020	Get Your IRA contributions for 2019 in Before July 15
1,140	7/12/2020	Demystifying backdoor Roth IRA conversions
1,141	7/19/2020	Seniors are top targets of ‘Dirty Dozen’ scams
1,142	7/26/2020	Understanding the universe of balanced mutual funds
1,143	8/2/2020	Retirement anxiety heightened by COVID-19
1,144	8/9/2020	Would a second opinion prevent you from being scammed?
1,145	8/16/2020	Investors must embrace uncertainty
1,146	8/23/2020	10 Days left to reverse your 2020 RMD
1,147	8/30/2020	What to do if you have trouble paying your bills
1,148	9/6/2020	Are seniors in your family being scammed?
1,149	9/13/2020	401(k) Day is a reminder to save for retirement
1,150	9/20/2020	Biases can drive your investment decisions
1,151	9/27/2020	September thoughts: College savings and loans
1,152	10/4/2020	Invest in planning for financial success
1,153	10/11/2020	QCDs remain unchanged amid other tax-related developments
1,154	10/18/2020	Decisions you'll face retiring with a 401(k)
1,155	10/25/2020	Creating a map for your investments
1,156	11/1/2020	Test your financial acumen with five questions
1,157	11/8/2020	Researching stocks inexpensively
1,158	11/15/2020	Investing in fractions: What you should know
1,159	11/22/2020	Is COVID-19 affecting retirement savers?
1,160	11/29/2020	Give your statements the attention they deserve
1,161	12/6/2020	New tax breaks for charitable contributions in 2020
1,162	12/13/2020	Reminder, no RMDs for 2020
1,163	12/20/2020	RMDs: What's behind the numbers
1,164	12/27/2020	The importance of saving
1,165	1/3/2021	Use resolutions to start your financial plan
1,166	1/10/2021	RMDs are back
1,167	1/17/2021	Return of RMDs brings questions
1,168	1/24/2021	What happens when an RMD rollover isn’t true to ‘form'?
1,169	1/31/2021	IRS offers a helpful assistant for tax time
1,170	2/7/2021	Form CRS a key to investor knowledge
1,171	2/14/2021	Addressing finances with your parents
1,172	2/21/2021	Free options available for filing your taxes
1,173	2/28/2021	A gift of stock requires recordkeeping
1,174	3/7/2021	Is it an inheritance or a gift? It matters
1,175	3/14/2021	Thoughts on women and financial decision-making
1,176	3/21/2021	It's a busy time for the IRS
1,177	3/28/2021	You may be carded for your economic impact payment
1,178	4/4/2021	Notable deadline changes from the IRS
1,179	4/11/2021	Study offers insight into the need for retirement planning
1,180	4/18/2021	Taxing thoughts and helpful videos
1,181	4/25/2021	Decision-making in retirement
1,182	5/2/2021	Survey shows parents, kids talking more about money
1,183	5/9/2021	Want to tell the IRS what you think?
1,184	5/16/2021	New retirement legislation has plenty of positives
1,185	5/23/2021	Questions remain about economic impact payments
1,186	5/30/2021	Qualified spending is the key for 529 plans
1,187	6/6/2021	More resources for college planning
1,188	6/13/2021	Isolation a key part of scamming older people
1,189	6/20/2021	New resource aimed at detecting financial abuse of seniors
1,190	6/27/2021	Survey shows continued growth in retirement accounts
1,191	7/4/2021	Beginning today, you can help the investors of tomorrow
1,192	7/11/2021	Frustrations with the IRS?
1,193	7/18/2021	If money talks, shouldn't couples do the same?
1,194	7/25/2021	Gateway to financial fraud: Protect your SS number
1,195	8/1/2021	Should you be able to invest in cryptocurrency in your 401(k)
1,196	8/8/2021	Sudden situation can put retirement finances at risk
1,197	8/15/2021	Couples can ‘Reframe’ to share retirement financial knowledge
1,198	8/22/2021	Readers speak out on the use of digital currencies in 401(k)s
1,199	8/29/2021	Mentoring your teens when they invest in stocks
1,200	9/5/2021	Hiring a financial professional? 20 minutes of homework
1,201	9/12/2021	Celebrating 401(k) day with a challenge
1,202	9/19/2021	The true costs of attending college
1,203	9/26/2021	Retirement numbers can add up to more than hopes and miracles
1,204	10/3/2021	Do you have a ‘trusted contact person’?
1,205	10/10/2021	Test your risk tolerance
1,206	10/17/2021	Create a plan to tackle debt
1,207	10/24/2021	Did you misplace your 401(k)?
1,208	10/31/2021	Disclosure can show you how much is being saved in your 401(k)
1,209	11/7/2021	We're not done with RMD changes
1,210	11/14/2021	Can student loans lead to financial education?
1,211	11/21/2021	Why aren't you taking part in your company's 401(k)?
1,212	11/28/2021	Answers to key 401(k) questions
1,213	12/5/2021	Does your inherited IRA have a deadline for 2021?
1,214	12/12/2021	Calling all eligible nonparticipants
1,215	12/19/2021	Did you inherit an IRA in 2021? Are you an EDB or an NEDB?
1,216	12/26/2021	Time to start thinking about preparing for a new year
1,217	1/2/2022	An optimistic financial approach to 2022?
1,218	1/9/2022	What can you expect to spend in retirement?
1,219	1/16/2022	Ready to do your taxes?
1,220	1/23/2022	Is your amended tax return still in limbo?
1,221	1/30/2022	Delayed processing of tax return could be costly
1,222	2/6/2022	Mixing QCDs and IRA contributions
1,223	2/13/2022	More resources for financial literacy
1,224	2/20/2022	Are you in sync with your financial professional?
1,225	2/27/2022	How do i find an investment 'fiduciary'?
1,226	3/6/2022	RMD tables and QCD changes in IRS publication 590-B release
1,227	3/13/2022	More women are investing, and at a younger age
1,228	3/20/2022	Medicare seeking to boost electronic delivery
1,229	3/27/2022	Important RMD deadline is almost here
1,230	4/3/2022	More can be done for financial literacy in high schools
1,231	4/10/2022	Retirement calculator can provide insight on financial future
1,232	4/17/2022	Checking your bank account for your tax refund? Check here too
1,233	4/24/2022	Evaluating the cost of college versus future earnings
1,234	5/1/2022	Financial literacy is not just for April
1,235	5/8/2022	Volatile markets put personal planning to the test
1,236	5/15/2022	How to find a retirement investment adviser
1,237	5/22/2022	How confident are you about retiring?
1,238	5/29/2022	Federal college student loan interest rates set to rise
1,239	6/5/2022	Is a 9%-plus return too good to be true?
1,240	6/12/2022	Over 60? Watch out for fraudsters
1,241	6/19/2022	Dealing with a bear market
1,242	6/26/2022	Retiring? Your tax return will look different
1,243	7/3/2022	Investors: Are your teenagers open to financial coaching
1,244	7/10/2022	Inertia plays role in saving for retirement
1,245	7/17/2022	HSA or 401(k)? How about both?
1,246	7/24/2022	On the market: Marrying the best stocks with the best value
1,247	7/31/2022	Inflation points to bigger social security checks and 401(k) contributions
1,248	8/7/2022	Two views on whether the stock market has hit bottom
1,249	8/14/2022	A reminder to be aware of financial stumbling blocks
1,250	8/21/2022	Investors: ‘Thank You, SEC’
1,251	8/28/2022	Who needs a will?
1,252	9/4/2022	More details about wills and beneficiary designations
1,253	9/11/2022	Is replacement ratio a part of your retirement calculations?
1,254	9/18/2022	Setting saving priorities
1,255	9/25/2022	Financial calendar points to a busy agenda for rest of 2022
1,256	10/2/2022	Readers have questions related to wills and trusts
1,257	10/9/2022	Insights into the complicated rules for inheriting an IRA
1,258	10/16/2022	New IRS notice waives penalties for some who inherited IRAs
1,259	10/23/2022	Time to plan for Social Security increase in benefits
1,260	10/30/2022	401(k), IRA contribution levels increase for 2023: What does that mean for you?
1,261	11/6/2022	A family office can be a winning ticket for the wealthy
1,262	11/13/2022	Estate tax exemption increases, but for how long?
1,263	11/20/2022	Thinking about the 'Giving' in 'Thanksgiving'
1,264	11/27/2022	Your questions, answered
1,265	12/4/2022	Another round of retirement reform is in the works
1,266	12/11/2022	Does creditor protection factor into rolling over a 401(k) into an IRA?
1,267	12/18/2022	Don't forget your 2022 RMD
1,268	12/25/2022	FINRA survey shows investors need more knowledge
1,269	1/1/2023	Financial resolutions may be inflated for 2023
1,270	1/8/2023	Trying to change financial advisers?
1,271	1/15/2023	Cheat sheet for interviewing financial advisers
1,272	1/22/2023	Another FINRA ‘quiz’ to test your knowledge
1,273	1/29/2023	The role of an executor
1,274	2/5/2023	How are executors paid?
1,275	2/12/2023	Conflicts of interest for a lawyer/executor
1,276	2/19/2023	How to donate an IRA to charity
1,277	2/26/2023	Kids & finances: Can you be a positive influence?
1,278	3/6/2023	IRS offers additional protection against ID theft
1,279	3/12/2023	Wills: Should you communicate your wishes with your children?
1,280	3/19/2023	Amid recent bank failures, are you worried?
1,281	3/26/2023	Inheritances for your children?
1,282	4/2/2023	Are you susceptible to financial exploitation?
1,283	4/9/2023	Forming good financial habits at a young age
1,284	4/16/2023	A different view on inheritances
1,285	4/23/2023	It's a good time to check your tax withholding
1,286	4/30/2023	Are your bank accounts fully insured?
1,287	5/7/2023	Deficits, debt ceilings and you
1,288	5/14/2023	No retirement plan at work? Change is coming
1,289	5/21/2023	Are you a 'Great Investor'?
1,290	5/28/2023	How to handle a late tax payment
1,291	6/4/2023	Lifelong income from a QCD?
1,292	6/11/2023	Is your payment app safe?
1,293	6/18/2023	New resources to protect against fraud
1,294	6/25/2023	Should you do a QCD?
1,295	7/2/2023	Didn’t file a 2019 tax return because you didn’t owe? Act now
1,296	7/9/2023	Are you prepared for retirement?
1,297	7/16/2023	Are you wealthy?
1,298	7/23/2023	IRS news about RMDs
1,299	7/30/2023	Part-timers: Check your Social Security credits
1,300	8/6/2023	Death with dignity
1,301	8/13/2023	A downgrade in credit ratings
1,302	8/20/2023	Penalties for failed RMDs reduced
1,303	8/27/2023	The limited 10% penalty for a missed RMD
1,304	9/3/2023	Catching up on saving for retirement
1,305	9/10/2023	Leverage you 401(k)
1,306	9/17/2023	The growth of 401(k)s
1,307	9/24/2023	A vacation that lasts a lifetime
1,308	10/1/2023	Will trusts have to disclose ownership information?
1,309	10/8/2023	Owe student loans?
1,310	10/15/2023	Can't afford to sign up for your company's 401(k)?
1,311	10/22/2023	Resources for the college bound
1,312	10/29/2023	Setting up a UGMA? Don't forget kiddie taxes
1,313	11/5/2023	IRAS, 401(k)s get higher limits in 2024
1,314	11/12/2023	Help from the IRS
1,315	11/19/2023	Thinking about retirement preparedness
1,316	11/26/2023	Social Security benefits after divorce
1,317	12/3/2023	Lessons on the 'secrets' of success
1,318	12/10/2023	Try FINRA's mutual fund tool
1,319	12/17/2023	Should you convert your IRA to a Roth before year end?
1,320	12/24/2023	Financial magic for kids
1,321	12/31/2023	New year, new financial resolutions?
1,322	1/7/2024	Encouraging financial literacy in young children
1,323	1/14/2024	Attaining financial knowledge at a young age
1,324	1/21/2024	IRAs for both high-net-worth and financially strapped?
1,325	1/28/2024	Tax credits for IRAs
1,326	2/4/2024	Even if you don't need to file taxes, you may want to
1,327	2/11/2024	It's tax season: Are you ready?
1,328	2/18/2024	Who doesn't like investment quizzes?
1,329	2/25/2024	Credit cards: Things to know
1,330	3/3/2024	Don't buy in to the fear of missing out
1,331	3/10/2024	Free advice involves homework
1,332	3/17/2024	Ads increasing for reverse mortgages
1,333	3/24/2024	A question of interest and tax payments
1,334	3/31/2024	Last-minute IRS filing tips
1,335	4/7/2024	Financial literacy: A good cause
1,336	4/14/2024	Is your tax refund not in the mail?
1,337	4/21/2024	Close to 1 million people need to claim refunds before May 17
1,338	4/28/2024	Picking winners with 20-20 hindsight?
1,339	5/5/2024	A helpful way to track the performance of bonds
1,340	5/12/2024	Do you have money "issues"?
1,341	5/19/2024	Wondering about spousal Social Security benefits?
1,342	5/26/2024	Scam tactics are shifting: Awareness is your protection
1,343	6/2/2024	How analysts can affect stock prices
1,344	6/9/2024	IRS electronic filing continues to expand
1,345	6/16/2024	Is inflation affecting savings rates?
1,346	6/23/2024	New investors advance in stages
1,347	6/30/2024	Gen Xers: Need a miracle to retire securely?
1,348	7/7/2024	Family communication is key to legacy planning
1,349	7/14/2024	Estate planning lessons from the rich & famous
1,350	7/21/2024	Insight on the combination of spousal Social Security benefits
1,351	7/28/2024	IRA RMD beneficiary rules clarified
1,352	8/4/2024	Change is coming to online Social Security accounts
1,353	8/11/2024	QCD age is still 70 ½
1,354	8/18/2024	Beware of scammers impersonating support centers
1,355	8/25/2024	Some 'rules' to follow when selling stocks
1,356	9/1/2024	Talking retirement savings with Generation Z
1,357	9/8/2024	Who loves reading a prospectus? Anyone?
1,358	9/15/2024	401(k) Millionaires? Really?
1,359	9/22/2024	Avoid these errors on the path to 401(k) success
1,360	9/29/2024	Considering gifting to reduce estate taxes
1,361	10/6/2024	The benefit of added payments on your mortgage
1,362	10/13/2024	S corporation, solo 401(k)s and RMDs
1,363	10/20/2024	Start financial literacy education early to avoid problems later
1,364	10/27/2024	Retirement quiz can prompt insight into your situation
1,365	11/3/2024	Couples, longevity and financial dislocation
1,366	11/10/2024	New limits on retirement accounts announced
1,367	11/17/2024	Timing is 'right NOW' for QCDs
1,368	11/24/2024	Time to check mutual fund capital gains distributions
1,369	12/1/2024	Is it worth the time to research your adviser?
1,370	12/8/2024	More on federal estate tax exemptions
1,371	12/15/2024	Additional thoughts about QCDs
1,372	12/22/2024	Overfunded 529 Plan? Consider a Roth IRA rollover
1,373	12/29/2024	It's that time of year again for resolutions
1,374	1/5/2025	Did you LOSE a 401(k)? New resource will help you find it
1,375	1/12/2025	IRS offers assistance for doing taxes
1,376	1/19/2025	FINRA warns about generative AI
1,377	1/26/2025	You can contribute to an IRA and a company 401(k)
1,378	2/2/2025	Are you a successor beneficiary? Navigating old & new RMD rules
1,379	2/9/2025	Do some research before meeting with an estate planning attorney
1,380	2/16/2025	How the IRS can help you find a tax preparer
1,381	2/23/2025	Still waiting for your 1099s?
1,382	3/2/2025	New FINRA study examines vulnerability to scams
1,383	3/9/2025	Fundraising resources for nonprofits
1,384	3/16/2025	Claim your refund – file your taxes
1,385	3/23/2025	Giving financial help to adult children: One problem at a time, please
1,386	3/30/2025	New SSA identity procedures announced
1,387	4/6/2025	Questions to ask about self-employed RMDs
1,388	4/13/2025	During market volatility, you need to know yourself
1,389	4/20/2025	How “senior” do you need to be to benefit?
1,390	4/27/2025	Seriously, you missed that question?
1,391	5/4/2025	Did you get a letter from the IRS?
1,392	5/11/2025	Recovering from fraud: It’s not just about the money
1,393	5/18/2025	Dementia is not a solo affair
1,394	5/25/2025	A nonprofit for your favorite cause?
1,395	6/1/2025	Have no interest in 401(k)s? What about helping others?
1,396	6/8/2025	Do you want cryptocurrency as a 401(k) investment?
1,397	6/15/2025	Documents: Hold, shred or secure?
1,398	6/22/2025	Surprise – You’re a millionaire!
1,399	6/29/2025	Do international concerns factor into your estate plan?
1,400	7/6/2025	A new marriage: A tax penalty or a bonus?
1,401	7/13/2025	College students: Don't wait until graduation to start investing
1,402	7/20/2025	An IRS tool for inheritance tax questions
1,403	7/27/2025	Do fraud victims have susceptible 'mental frames'?
1,404	8/3/2025	Disabled? Take advantage of ABLE accounts
1,405	8/10/2025	Retirement ahead? Plan now
1,406	8/17/2025	NASAA is watching out for you
1,407	8/24/2025	Financial struggles and financial knowledge
1,408	8/31/2025	What does FINRA do for investors?
1,409	9/7/2025	What's so special about 401(k)s
1,410	9/14/2025	Starting your first job? Financial decisions await
1,411	9/21/2025	Age 60-63? New 401(k) rules for you and you alone
1,412	9/28/2025	Is direct indexing the right option for you?
1,413	10/5/2025	529s are now more flexible
1,414	10/12/2025	A father's 'none of your business' triggers a cautionary tale
1,415	10/19/2025	Should you prepare for a future inheritance?
1,416	10/26/2025	Your first tax return -- when do you really have to file?
1,417	11/2/2025	Can a founder make QCD donations to his own charity?
1,418	11/9/2025	Consolidate traditional IRAs or keep them separate?
1,419	11/16/2025	Considering a divorce in the future?
1,420	11/23/2025	Connecting thanks and giving with learning
1,421	11/30/2025	IRS announces new retirement plan limits
1,422	12/7/2025	Is 25% a year a winning investment?
1,423	12/14/2025	Under age 35? A special message for you
1,424	12/21/2025	Should you rely on IRS publications or tax advisers?
1,425	12/28/2025	Financial ‘awareness’ is the path to financial literacy
1,426	1/4/2025	AI information or advice?
1,427	1/11/2026	What happens when you find yourself with sudden wealth?
1,428	1/18/2026	Investors and regulators working together
1,429	1/25/2026	The IRS is ready for your 2025 tax return
1,430	2/1/2026	Do you want a ‘trusted’ or an ‘emergency’ contact watching out for you
1,431	2/8/2026	Thinking ahead about the unthinkable?
1,432	2/15/026	Is your income low enough to avoid a tax return?
1,433	2/22/2026	Retirement catch-ups a benefit of being over 50
1,434	3/1/2026	Inherited IRAs can benefit from tax planning
1,435	3/8/2026	Time to catch up if you didn't fund your 2025 IRA
1,436	3/15/2026	New way to report tax fraud to the IRS
1,437	3/22/2026	Tax refunds, 401(k)s and new W-4s
1,438	3/29/2026	Gift tax returns and 529s
1,439	4/5/2026	Last Call for Taxpayers to Get Refunds for 2022
1,440	4/12/2026	Options for Combating Retirement Insecurity
1,441	4/19/2026	Avoiding Mistakes Through Financial Literacy Education