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?
• 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?
• 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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