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  • 401k
  • 529 Plans
  • Annuities
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  • Uncategorized

RSS401k (7)

Date Title Comments
2011-11-28 Some important numbers for 2012 0
2011-09-19 Keep it simple - What is a Target-Date Fund? 0
2011-09-06 Intel 401k changes - deadline is this week 0
2011-08-19 Fidelity report suggests Staying the Course is the best option for 401k investing 0
2011-05-31 4 Reasons Your Retirement Is Riskier Than Your Parents’ 1
2011-01-30 Bloomberg video on Hidden 401k fees 0
2011-01-13 What is a Roth 401k? 0

RSS529 Plans (7)

Date Title Comments
2011-09-19 Keep it simple - What is a Target-Date Fund? 0
2011-02-25 Can I roll a 529 plan over to a different 529 plan? 0
2011-02-22 529 Plans - An update to this blog's inaugural post 0
2008-09-14 Quick Update: Deductibility for Arizona 529 Plans 0
2007-09-29 529 State Tax Deductibility in Arizona 0
2006-01-22 Gift Taxes and 529 Plans 0
2005-12-27 529 Plans 0

RSSAnnuities (1)

Date Title Comments
2011-06-30 BusinessWeek on Guaranteed Income for Life 0

RSSBanking (3)

Date Title Comments
2011-08-29 Community Banks 0
2011-01-26 Are my savings insured? 0
2010-01-05 The state of checking accounts - Bankrate's 2009 Checking Study 0

RSSBerkshire Hathaway (5)

Date Title Comments
2011-05-23 Inexplicable and Inexcusable 0
2011-05-03 Thoughts on the Berkshire Hathaway shareholder meeting 0
2010-08-10 Charlie Munger on leadership defects on Wall Street 0
2010-05-08 Buffett's view of SEC complaint against Goldman Sachs 0
2010-05-08 Notes from the Berkshire Hathaway and Wesco meetings 0

RSSCamelback Fund (6)

Date Title Comments
2011-08-25 Of Bond Bubbles and Dividend-Paying Stocks 0
2011-02-02 Camelback Q&A: Does managing this fund create a conflict of interest? 0
2010-11-28 Camelback Q&A - Why would you sell? 0
2010-11-26 Kiplinger - Why Dividends Matter 0
2010-10-05 Dividend Drumbeat 0
2010-09-29 Foothills Financial Planning Launches the Camelback Fund, a Dividend-Paying Portfolio 0

RSSCollege Savings (16)

Date Title Comments
2011-10-17 The value of a college education, in a picture 0
2011-09-26 Keep It Simple - What is Dollar Cost Averaging? 0
2011-02-25 Can I roll a 529 plan over to a different 529 plan? 0
2011-02-22 529 Plans - An update to this blog's inaugural post 0
2010-12-19 Quadruplets begin college together 0
2010-10-18 First triplets graduate from University of Michigan 0
2010-08-11 Interviewed by MarketWatch on planning for college 0
2010-05-19 Top undergraduate schools for CEOs 0
2010-04-28 Will my triplet siblings prevent me from getting into Harvard? 0
2010-04-25 A silver lining when triplets go to college 0
2010-02-07 College scholarships for twins and triplets 0
2008-09-14 Quick Update: Deductibility for Arizona 529 Plans 0
2007-09-29 529 State Tax Deductibility in Arizona 0
2006-01-22 Gift Taxes and 529 Plans 0
2005-12-31 Some Important New Limits for 2006 0
2005-12-27 529 Plans 0

RSSCredit (4)

Date Title Comments
2011-06-27 Infographic on Basics of Asset Protection 0
2009-05-22 Quick Overview of the New Credit Card Legislation 0
2009-04-06 Factors That Affect Your Credit Score 0
2009-02-24 AMEX Cardholder Severance Package 0

RSSDebt (1)

Date Title Comments
2009-02-24 AMEX Cardholder Severance Package 0

RSSDividends (6)

Date Title Comments
2011-08-25 Of Bond Bubbles and Dividend-Paying Stocks 0
2010-11-26 Kiplinger - Why Dividends Matter 0
2010-10-05 Dividend Drumbeat 0
2010-09-29 Foothills Financial Planning Launches the Camelback Fund, a Dividend-Paying Portfolio 0
2010-07-03 Dividend Taxes – What’s in store for 2011? 0
2010-06-09 Do Dividends Matter? 0

RSSEmergency Fund (4)

Date Title Comments
2011-12-19 Mayhem and Christmas 1
2011-10-06 Mayhem and Hunting Season 0
2011-08-22 Mayhem and Your Emergency Fund 0
2009-02-09 Keep It Simple - Emergency Fund 0

RSSEstate Planning (1)

Date Title Comments
2009-09-02 Per stirpes 0

RSSFiduciary Standard (7)

Date Title Comments
2011-01-15 Another take on Fiduciary Duty 0
2010-09-16 Ahwatukee's Bernie Madoff 0
2010-05-08 Buffett's view of SEC complaint against Goldman Sachs 0
2010-03-26 Still no fiduciary duty for brokers 0
2009-08-12 Committee for The Fudiciary Standard petition 0
2009-07-16 Can you trust your financial advisor? 0
2009-03-26 Jon Stewart as Fiduciary? 0

RSSGeneral (17)

Date Title Comments
2011-05-26 Periodic blog disclaimer 0
2011-04-06 Foothills Financial Planning has moved 0
2010-11-13 Glossy ads from big financial services companies 0
2010-10-01 Eyeballs in Chicago 0
2010-08-04 Foothills Financial Planning - Scottsdale office 0
2010-06-09 The Dilbert Portfolio 0
2010-05-08 Notes from the Berkshire Hathaway and Wesco meetings 0
2010-03-15 Intuit Small Business Payroll Index 0
2010-03-04 The Motley Fool and The Garrett Planning Network 0
2010-01-21 Foothills Financial Planning Teaming up with Kiplinger Personal Finance and NAPFA 0
2009-11-28 Don't Buy Stuff You Can't Afford 0
2009-11-08 Foothills Financial Planning Featured in Ahwatukee Foothills News 0
2009-10-11 Just a little housekeeping... 0
2009-04-30 Pilgrimage to Omaha 0
2009-03-26 Jon Stewart as Fiduciary? 0
2009-01-27 Spending in Ahwatukee 0
2008-12-14 How Great is the iPhone? 0

RSSGeneral Personal Finance (23)

Date Title Comments
2011-12-19 Mayhem and Christmas 1
2011-09-17 Pull Your Finances together - CFP Board 0
2011-09-01 Bad week for investment bankers? 1
2011-08-29 Community Banks 0
2011-08-22 Mayhem and Your Emergency Fund 0
2011-08-13 Control What You Can, Illustrated 0
2011-08-03 Let's Make a Plan - CFP Board of Standards 0
2011-06-27 Infographic on Basics of Asset Protection 0
2010-10-19 An Underreported Unemployment Trend 0
2010-07-09 Kevin O'Reilly quoted in Good Housekeeping 0
2010-03-08 Lake Forest's Secret Millionaire and the power of compounding 0
2010-02-26 Favorite concepts from The Millionaire Next Door 0
2010-02-16 Why we get ripped off 0
2009-09-24 Invest at a high rate of return - a simple illustration 0
2009-09-21 61% of US workers are living paycheck to paycheck 0
2009-09-14 Invest often - a simple illustration 0
2009-09-09 Invest early - a simple illustration 0
2009-07-09 Extension of FDIC Deposit Insurance 0
2009-02-26 Ron Lieber on What a Financial Planner Can Do for You 0
2008-12-21 Who Can Benefit Most from the Current Environment? 0
2006-11-04 Savings Rate Illustration 0
2006-09-28 Compounding Illustration 0
2005-12-31 Some Important New Limits for 2006 0

RSSHealth Savings Accounts (3)

Date Title Comments
2012-01-05 Quoted in NAPFA Advisor magazine regarding Health Savings Accounts 0
2010-11-21 HSA Contribution limits for 2011 0
2009-09-28 Health Savings Account contribution limits for 2010 0

RSSInsurance (8)

Date Title Comments
2012-01-09 What do Long-Term Care insurance and Cocktails have in common? 0
2011-12-19 Mayhem and Christmas 1
2011-10-06 Mayhem and Hunting Season 0
2011-08-22 Mayhem and Your Emergency Fund 0
2011-06-30 BusinessWeek on Guaranteed Income for Life 0
2011-03-02 A YouToons Explanation of Healthcare Reform 0
2011-02-20 Hidden fees of variable annuities 1
2010-12-26 Life Insurance as an investment 0

RSSInvesting (21)

Date Title Comments
2011-12-29 Keep It Simple - What is an ETF and why should you care? 0
2011-10-11 Russell Investments on Staying the Course 0
2011-09-26 Keep It Simple - What is Dollar Cost Averaging? 0
2011-09-19 Keep it simple - What is a Target-Date Fund? 0
2011-08-25 Of Bond Bubbles and Dividend-Paying Stocks 0
2011-08-22 Quoted by Bloomberg on Volatility and Investors' Psyche 0
2011-08-19 Fidelity report suggests Staying the Course is the best option for 401k investing 0
2011-08-15 Staying the Course 0
2010-12-26 Life Insurance as an investment 0
2010-11-28 Camelback Q&A - Why would you sell? 0
2010-11-26 Kiplinger - Why Dividends Matter 0
2010-11-16 Must-read for mutual fund investors 0
2010-11-10 Quick follow up to gold post 0
2010-11-07 Will gold drop below 500? 0
2010-09-16 Ahwatukee's Bernie Madoff 0
2010-07-03 Dividend Taxes – What’s in store for 2011? 0
2010-06-14 Seth Klarman on being a Value Investor 0
2010-06-09 Do Dividends Matter? 0
2009-09-24 Invest at a high rate of return - a simple illustration 0
2009-09-14 Invest often - a simple illustration 0
2009-09-09 Invest early - a simple illustration 0

RSSReal Estate (10)

Date Title Comments
2011-06-27 Infographic on Basics of Asset Protection 0
2010-03-01 Berkshire Hathaway and Residential Real Estate 0
2009-11-09 First-Time Homebuyer Credit Extension 0
2009-05-29 Loans for the First-Time Homebuyer Tax Credit 0
2009-05-09 Zillow Shows Prices Increases 0
2009-03-19 Overview of the First-Time Homebuyer Credit 0
2008-12-21 Who Can Benefit Most from the Current Environment? 0
2007-02-09 PMI Deductibility 0
2007-02-03 Real Estate Capital Gains Tax Break 0
2006-08-28 Real Estate Classifieds 0

RSSRetirement Planning (20)

Date Title Comments
2011-11-28 Some important numbers for 2012 0
2011-10-11 Russell Investments on Staying the Course 0
2011-09-26 Keep It Simple - What is Dollar Cost Averaging? 0
2011-09-19 Keep it simple - What is a Target-Date Fund? 0
2011-09-06 Intel 401k changes - deadline is this week 0
2011-07-15 Worst Tax States for Retirees 0
2011-05-31 4 Reasons Your Retirement Is Riskier Than Your Parents’ 1
2011-02-20 Hidden fees of variable annuities 1
2011-01-13 What is a Roth 401k? 0
2010-12-05 IRA Basics - What is a Roth IRA 0
2010-03-08 Lake Forest's Secret Millionaire and the power of compounding 0
2009-11-24 IRA Basics - What is an IRA? 0
2009-10-15 IRS announces that 401k contribution limits will remain unchanged 0
2009-09-24 Invest at a high rate of return - a simple illustration 0
2009-09-14 Invest often - a simple illustration 0
2009-09-09 Invest early - a simple illustration 0
2009-02-20 Using Retirement Funds to Finance a Business 0
2008-12-21 Who Can Benefit Most from the Current Environment? 0
2008-11-19 Vanguard Individual 401k 0
2005-12-31 Some Important New Limits for 2006 0

RSSSpending (10)

Date Title Comments
2011-09-09 Quoted in Reuters: How parents of multiples tackle financial challenges 1
2010-12-15 Tips for holiday gift giving from the CFP Board 0
2010-07-09 Kevin O'Reilly quoted in Good Housekeeping 0
2010-02-26 Favorite concepts from The Millionaire Next Door 0
2010-02-16 Why we get ripped off 0
2010-02-11 When a penny saved requires more than a penny earned 0
2009-09-21 61% of US workers are living paycheck to paycheck 0
2009-08-19 New blog from the author of The Millionaire Next Door 0
2009-06-19 Are you paying too much for utilities? 0
2009-06-01 Some New Cars Cheaper Than Used 0

RSSStocks (9)

Date Title Comments
2011-09-01 Bad week for investment bankers? 1
2010-10-28 A discussion with Intel's CFO 0
2010-09-29 Foothills Financial Planning Launches the Camelback Fund, a Dividend-Paying Portfolio 0
2010-07-03 Dividend Taxes – What’s in store for 2011? 0
2010-03-08 Lake Forest's Secret Millionaire and the power of compounding 0
2010-01-25 Sometimes good companies are bad investments 0
2009-04-30 Pilgrimage to Omaha 0
2009-03-23 Historic S&P Run 0
2009-03-11 Berkshire Skyrockets, and...Who Cares? 0

RSSTaxes (12)

Date Title Comments
2011-07-15 Worst Tax States for Retirees 0
2011-04-07 What does the new tax law mean to you? 1
2010-12-01 Non-deductible IRA Contributions 0
2010-07-03 Dividend Taxes – What’s in store for 2011? 0
2009-12-17 Model your tax refund for 2009 0
2009-11-09 First-Time Homebuyer Credit Extension 0
2009-10-15 IRS announces that 401k contribution limits will remain unchanged 0
2009-05-29 Loans for the First-Time Homebuyer Tax Credit 0
2009-04-25 Making Work Pay 0
2009-03-19 Overview of the First-Time Homebuyer Credit 0
2007-09-29 529 State Tax Deductibility in Arizona 0
2007-02-03 Real Estate Capital Gains Tax Break 0

RSSTwins and Triplets (6)

Date Title Comments
2011-09-09 Quoted in Reuters: How parents of multiples tackle financial challenges 1
2010-12-19 Quadruplets begin college together 0
2010-10-18 First triplets graduate from University of Michigan 0
2010-04-28 Will my triplet siblings prevent me from getting into Harvard? 0
2010-04-25 A silver lining when triplets go to college 0
2010-02-07 College scholarships for twins and triplets 0

RSSUncategorized (2)

Date Title Comments
2011-06-14 Jack Bogle on the Business of Investing 0
2009-03-31 Financial Adviser Spectrum in a Nutshell - Ezine Article 0

Total

135 posts
6 comments
 

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