Vantage Strategies Approach

Financial information, tips and fresh perspectives. It's all here.

As part of our goal to arm people with the tools they need to understand the complex world of personal finance and investment planning, Vantage offers quarterly updates and information about a variety of topics of interest. After all, knowledge is power.

Vantage Strategies Newsletters
 

August 2009
        • Social Security: What Does the Future Hold?
        • More Drops in the Higher Education Bucket
        • Getting to Yes Despite Investing Differences
        • Ask the Experts: Can Creditors Reach My 401(k) Plan Account?

September 2009
        • Is “Buy and Hold” Dead?
        • Roth IRA Conversions in 2010: Goodbye, Income Limits!
        • Homeward Bound: Investing in the American Dream
        • Ask the Experts: What health insurance options do college students have?

 

October 2009
        • Protecting Yourself from Investment Scamsters
        • Finding the Right Financial Professional
        • Health Insurance Options After a Job Loss
        • Ask the Experts: Should I lay off employees from my small business?

 

November 2009
        • Time to Consider Year-End Investment Moves
        • Is It a Good Time to Buy a New Car?
        • 2009 Year-End Tax Planning Considerations
        • Ask the Experts: What is a build America bond? What is a refunded municipal bond?

 

December 2009

        • 2009 Legislation in Review
        • Retirement: Does Your Withdrawal Strategy Need a Second Look?
        • Retirement Issues to Watch in 2010
        • Ask the Experts: What is a short-sale?

 

January 2010

        • Four Money Mistakes You Can Learn From
        • ARMed and Dangerous?
        • Pros and Cons of Children’s Life Insurance
        • Ask the Experts: Homeowner’s Insurance
 

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