Articles by Financial Planning Association

Roth Conversions in 2011

Since the beginning of 2010, anyone can convert a traditional Individual Retirement Account (IRA) to a Roth IRA regardless of income. However, the ability to spread the taxes over a... Read >>

4 Ways to Use Your Tax Refund

Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is "found money," so you might as well spend it... Read >>

7 Signs It's Time to Retire

Deciding when to retire is not always easy. Many people simply base the decision on their birthday, but there are a whole host of other factors that should weigh into your thinking as... Read >>

A Credit Check-up

Many Americans want to obtain and maintain good credit, but may struggle with past mistakes that may have affected their credit score. Still others may have been a victim of identity ... Read >>

6 Tips on Refinancing Your Mortgage

The recent uncertainty generated by the Japanese earthquake, tsunami, and nuclear power disasters has caused U.S. interest rates to plummet in the last week. Freddie Mac said that the ... Read >>

How to Select an Insurance Broker

Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with selecting the right insurance adviser. This... Read >>

Take Advantage of the Savers Tax Credit

If you earn a low- to moderate-income and are working to make ends meet, saving for retirement may seem like an impossible goal. An often overlooked tax credit, called the Savers Credit, ... Read >>

The Phases of Retirement

For many, the phrase "retirement planning" has become limited to the planning done in the years leading up to retirement. When you consider that your retirement could last for 20 to 30... Read >>

How to Pay for College

It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board's " Trends in College Pricing 2010 ,"... Read >>

Intra-family Loans Can Help Children Get a Home

A few years ago, just about anyone could obtain a mortgage, regardless of credit score or income. It had been widely reported how well (or rather, not well) that turned out. As a reaction... Read >>

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