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Reference Articles

Bernanke and the Beast
     Click here (PDF)

For ‘Safe’ Investors, This May Be a Challenging Year
     Click here (PDF)

Ready to Roth: How You Fund an IRA Conversion Through the 'Back Door'
     Click here (PDF)

When Stress Flirts With Burnout
     Click here (PDF)

Why Many Investors Keep Fooling Themselves
     Click here (PDF)

Annuities and the Other Side of the Retirement Savings Coin
     Click here (PDF)

By The Numbers: The 2009 Indexed Pension and Social Security Numbers
     Click here (PDF)

The End of the Financial World As We Know It
     Click here (PDF)

Is Government Spending Too Easy An Answer?
     Click here (PDF)

Plan Design in the Balance
     Click here (PDF)

Risk Management
     Click here (PDF)

Social Security for Two
     Click here (PDF)

Tips for Dodging An Audit
     Click here (PDF)

Why Our Family Deserves the Next Bailout
     Click here (PDF)

Your Cash: How Safe Is Safe?
     Click here (PDF)

Please contact our office if you would like a copy of any of the following publications.

ABC's of Calculating Financial Aid
The ABC's of EFT's
Checklist Helping Survivors Cope with a Death in the Family
Dealing with the Hazards of Trusteeship
Evaluate the Tax Consequences of Changing the Form of an Entity
Evaluate When to Begin Collecting Social Security Benefits
Everything You Need to Know About Long Term Care
Fundamental Duties of a Trustee
The High Cost of Too Good to be True
How to Cut College Costs
How to Freeze Your Credit Files and a Checklist to Protect Yourself From Identity Theft
How to Hire an Independent Contractor
Legally Under Colorado Law
How Long to Retain Common Tax Forms
The Operation of Newly Formed Colorado Corporations
Record Retention Requirements
The Retirement Lies We Tell Ourselves
So, You Want to be a Landlord
Stock Options
The Top Issues for a Smaller Tenant to Negotiate in its Lease
Top Ten Senior Mistakes
Trademarks and Service Marks Should be Federally Registered
Transportation, Travel, and Entertainment Deductions- a Summary Analysis
Understanding How Social Security Works and Why it Needs Immediate Attention
What Every Employer Should Know About Immigration
What your Lender Won't Tell You
Which Form of Business is Best For You



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