Mentor Capital Newsletter

Financial Planning News - October 2007

Deciphering the profession's alphabet soup; Make your cash work more for you; Guilt: A big roadblock to financial success; How to avaoid financial scams; Where Michigan goes, will Illinois follow?; Don't buy a tax liability

Financial Planning News - September 2007

As Congress fiddles, taxpayers get burned; How to avoid 13 financial boo-boos; More confusion for investors; Mentor Capital on WGN radio

Financial Planning News - August 2007

Save money by raising your Credit Score; What higher yields may mean for you; Mentor names new advisor; Toward financial success and peace of mind

Financial Planning News - July 2007

How tax planning can put more $ in your pocket; Do you know about the EFTPS?; Time to order free credit reports?; What type of life insurance is right for you?; College plan is new and improved

Financial Planning News - June 2007

Client welfare is 'fiduciary' campaign focus; Stocks rising once again; How scan artists find easy victims; Does your estate plan need a tune-up?

Financial Planning News - May 2007

Let's pretend: Worst-case scenario for your retirement; How much life insurance do you need?; Not serving: Your interests; Market timing for dummies: Tips and techniques

Financial Planning News - April 2007

Investing in tax-free securities; A fixed-income primer; Bond investing:Riskier than you might think.

Financial Planning News - March 2007

What's better for your estate – a will or a trust?; Don't be an ostrich – confront your risks!; 2006 Investment returns; We're in the news!

Financial Planning News - February 2007

The pros and cons of rolling your retirement-plan money into an IRA; How to hide credit info from nosy lenders; Tax Tip - Alimony can be used to fund an IRA; Editorial - A philanthropic life puts wealth to good use around the world

Financial Planning News - January 2007

2007 tax law changes – Some good, some not; How much, what kind of life insurance should you have?; How your credit score can boost the cost of borrowing

Financial Planning News - December 2006

Looks like another good year for stocks; 2006 Telephone Tax Refund; For some, 'AGI' means 'AGH!'; Get your free credit report

Financial Planning News - November 2006

Don't buy a tax liability; Medicare drug benefit revisited; Should you pay down your home mortgage?; How to get a CLUE

Financial Planning News - October 2006

Investing in real estate — the REIT advantage; College plan tax break extended; Check your beneficiaries; DFA funds offer low-cost, passive investment option; Bank interest rates lagging behind Fed rate

Financial Planning News - September 2006

New College Savings Plan Available in Illinois; Retirement Can Be Golden, When Proper Plans Are Laid; Tax Diversification Made Easier By New Tax Law

Financial Planning News - August 2006

Tough Retirement Years Ahead for Americans; Mutual Fund Expenses Explained; Potentially Higher Tax Rates During Retirement Pose Risks

Financial Planning News - July 2006

Funds, Funds, Funds - Confused by different types of funds? Here's a review of what's what; New Disclosure Rules Not Helping Investors; Required Minimum Distributions from IRAs - Severe penalties may apply if you don't take IRA distributions when required

Financial Planning News - June 2006

Don't Panic Over Recent Stock Market Downturn; Paying yourself first can work like magic; Annual Gifting Limit Now $12,000

Financial Planning News - May 2006

Foreign Stocks Tops in 2005; What Is a "Financial Advisor"?; Don't throw away that trust!

Financial Planning News - April 2006

You Filed Your 2005 Tax Return – Now What?; Toward Financial Peace of Mind; Asset Allocation: More Than Just Diversification

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