Resource and Planning Information

Your retirement planning begins right here. Please provide us with the following information so that we may supply you with our materials:
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Pre-Retirement Planning
American Airlines Supersaver Asset Allocation Guide
United Airlines DAP Asset Allocation Guide
Pilot Program Brochure and Confidential Questionnaire
Call me to discuss pre-retirement planning
Insurance Planning
How to Buy Life Insurance - August 2008
Insuring Your Vacation? Make Sure You're Actually Covered - July 2008
A Long-term Care Insurance Primer - April 2008
An Annual Insurance Checkup Can Save You Money Without Hurting Your Coverage - June 2007
Changes in Store for Medicare and Medicaid - February 2006
Investment Planning
Taking A Fresh Look At Your 401k Allocations - September 2009
Should You Bother With Target Date Funds Anymore? September 2009
Understanding Actively Managed Exchange Traded Funds - August 2009
Be Careful When Rebalancing Your Kid’s 529 Plan Allocation - May 2009
Bank-Owned Real Estate May Be Plentiful, But Learn the Ropes Before You Invest - February 2009
Taking Steps to Safer Investment Decisions in 2009 - December 2008
Short-term Long-term Care Insurance? Make Sure it’s a Good Idea for You - October 2008
When Recession Fears Surface, Check Your Plan - Make One - February 2008
How Your Personality Affects Your Financial Decision-making - September 2007
Think it's Time to Tap Your HELOC for an Investment? Get Some Advice First - August 2007
Navigating Interest Rates, Inflation and the Economy - August 2006
The Trails and Tribulations of Measuring and Comparing Investment Performance - March 2006
Should You Stay in Your Old 401k Or Roll It Over Into an IRA - October 2004
Investment Policy Statement Steers Portfolio Through Volatile Times - May 2003
Do You Know Where Your Universal Life Premiums Are - July 2003
Are You Dreading Your Annual Portfolio Review - November 2002
Estate Planning
The Death Tax is Likely To Live On, So High-Net Worth Individuals Might Consider a Qualified Personal Residence Trust - March 2009
Dementia is Not Only A Family Matter; It’s Also a Financial Matter - February 2009
Be Careful About Picking Beneficiaries for Your IRAs and 401(k)s - October 2008
Losing Your Inheritance to Uncle Sam or Others - April 2007
New Law Allows IRA Owners Over 70 1/2 to Donate RMD to Charity - November 2006
ILITS Remain a Popular Estate Planning Tool and Technique - July 2006
Navigating The Federal And State Estate Tax Maze - January 2006
Why You Need a Durable Power of Attorney - March 2004
Making Your Own Health Care Decision When You Can - January 2004
Retirement Planning
Downsizing Isn’t All About Stuff: It Can Be a Smart Financial Move, Too - February 2010
A Primer on Medicare and Medigap Coverage - October 2009
Don’t Let Economic Troubles Threaten Your Retirement Plans - June 2009
With the Market so Uncertain, are Immediate Annuities a Good Way to Preserve Your Retirement Savings? - April 2008
Try and Avoid These Stupid IRA Mistakes - December 2007
The Ins and Outs of Roth IRA Conversions - December 2006
A Guide To Withdrawing Retirement Assets - October 2006
Conserving Client Portfolios - September 2006
The New Pension Protection Act of 2006 Promotes Savings, Protects Pensions - September 2006
Taking Responsibility For Retirement - June 2006
The Perplexing World of Social Security and Earnings in Retirement - March 2006
Tax Planning
Before the Holidays, Get Those Charitable Donations Lined Up - November 2008
Get a Head Start on Tax Planning for 2008 - March 2008
Afraid of the AMT? Now's the Time to Get Some Help - November 2007
Miscellaneous
Should You Be a Borrower or Lender? The Return of the Personal Loan - February 2010
Reverse Mortgages – What Should You And Your Parents Know Before Applying? - August 2009
Dealing With Companywide Pay and Benefits Cuts - July 2009
Re-setting the Business Exit Plan in a Tough Economy - July 2009
It’s Summertime – Not a Bad Time for a Midyear Financial Checkup - June 2009
Preserving the Family Vacation – Top Tips to Keep Spending in Check - May 2009
Why Maintaining Your Credit Score Becomes Even More Important During the Continuing Credit Crunch - April 2009
Planning a Cost-Effective Job Search - April 2009
Reverse Mortgages – What Should You And Your Parents Know Before Applying? - August 2009
10 Things You Can Do Immediately To Slash Debt and Spending - October 2009
Is Your Child Headed to College Next Fall? It’s Time for both of You to Take a Crash Course on Borrowing and Spending - March 2009
Consumer Borrowing In 2009 Will Require A Plan - January 2009
Whether You Call It a Budget or a Spending Plan, It’s a Good Way to Start 2009 - January 2009
What if Your Employer Wants You to Retire Slowly or Come Back From Retirement? - December 2008
Helping Your Kids Recover after a Major Money Mistake - December 2008
Make Some New Year’s Resolutions for a Financially Healthy 2009 - December 2008
Giving the Gift of a Financial Planner - November 2008
Always Have a Plan for Leftover 529 Plan Money - September 2008
Blended Families Should Plan Early for Their Kids’ College Financial - September 2008
Why a Business Owner's Exit Plan is so Important - May 2008
Why Going Green in a Blue Economy can be a Smart Investment - May 2008

© 2009 Cleary Gull Inc. All Rights Reserved. Member FINRA and SIPC.