Articles & Info
Investments We Use
Dimensional Funds Website
iShares Website
http://us.ishares.com/home.htm
Understanding Structured Products
http://www.investopedia.com/articles/optioninvestor/07/structured_products.asp
Check On Us through Our Professional Credentials and Associations
Financial Planning Association
http://www.fpaforfinancialplanning.org/PlannerSearch/PlannerSearch.aspx
National Association of Personal Financial Advisors
http://findanadvisor.napfa.org/Home.aspx
Certified Financial Planner Board of Standards
Securities and Exchange Commission – Check Our Registration
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx
Retirement Planning
5 Steps You Must Take Within 5 Years
http://moneyover55.about.com/od/preretirementplanning/a/shtermretplng.htm?mr=680
Should You Buy an Annuity
http://moneyover55.about.com/od/shouldyoubuyanannuity/a/buyannuity.htm?mr=680
Tax Planning
IRS
Rearrange Investments To Reduce Taxable Income
http://moneyover55.about.com/od/taxtips/a/reducetaxincome.htm
When Tax Deferred Accounts Can Hurt You
http://moneyover55.about.com/od/taxtips/qt/taxdfrdwithdrls.htm
Social Security Benefits Info
Social Security Website
Should You Take Social Security At Age 62
http://moneyover55.about.com/od/preretirementplanning/a/socialsecurityage62.htm
More About Government Securities
Treasury Direct
http://www.treasurydirect.gov/indiv/indiv.htm
Fun Stuff
Market Maps
http://moneyover55.about.com/od/howtoinvest/tp/marketmaps.htm
Living Yield Curve
http://www.smartmoney.com/investing/bonds/the-living-yield-curve-7923/
