Resources
The New Retirement
Our quarterly newsletter has been in continuous publication since 2003, and our online archives go back to 2007. Search and read individual articles at our blog version, or download printable full issues here.
- January 2012: Do's and Don'ts for 2012; Retired, Rehired Read more >>
- August 2011: The Basics, Revisited: Compounding, managing Risk, regular Investing Read more >>
- May 2011: Reverse mortgages Read more >>
- January 2011: Medicare prescription coverage Read more >>
- October 2010: Choosing an executor for your estate Read more >>
- May 2010: Tax changes for 2010 Read more >>
- December 2009: Roth IRA conversions Read more >>
- September 2009: What to do after the loss of a spouse Read more >>
- June 2009: Paying for healthcare in retirement Read more >>
- March 2009: Answers to common tax questions, the Alternative Minimum Tax (AMT) Read more >>
- September 2008: Managing debt Read more >>
- June 2008: Ethical wills, Homeowners insurance, Umbrella insurance Read more >>
- March 2008: Money management for women, Organizing your records Read more >>
- December 2007: 529 strategies, your retirement team, blended marriages Read more >>
Nolo Press
We've always found Nolo to be a great source of information. We recommend their books to our clients, and we use them ourselves. Here are a few of our current favorites:
- Credit Repair: Nearly 80 percent of credit reports contain errors. In a tough economy when credit is tight, you need to be certain that your financial records are correct and up to date. A less-than-flattering report can hurt your chances of qualifying for credit card, loans, renting an apartment -- even finding a job.
- Plan Your Estate: When you're thinking about estate planning, you want to make sure that you choose the right plan for your family. Turn to Plan Your Estate, Nolo's bestselling book of estate planning essentials. Get straightforward, plain-English explanations of every significant estate-planning option available, so you can make the best decisions for you and those you love.
- Retire - And Start Your Own Business: If you plan to retire and start your own business then this one-of-a-kind book is ideal for you. A comprehensive, step-by-step guide, Retire – And Start Your Own Business is packed with practical, hands-on tools to help entrepreneurs like you pick and run a perfect business.
- The Busy Family's Guide to Money: Most of us are so busy living our day-to-day lives we don’t always have time to think through important financial decisions. Written by top USA TODAY personal finance columnists Sandra Block and John Waggoner and reporter Kathy Chu, The Busy Family’s Guide to Money cuts to the chase with real, practical financial solutions - fast. Learn how to rework the family budget or shop around for the best college savings account and get a handle on the most pressing financial issues your family faces.
- Special Needs Trusts: If you care for a child or other loved one with a disability, you’ve no doubt thought about what will happen when you’re no longer able to give that care. Fortunately, there's a simple solution to this dilemma -- create a "special needs trust."
- Social Security, Medicare & Government Pensions: Everyone wants to get the highest possible retirement and pension income – not to mention the best medical coverage. Turn to Social Security, Medicare & Government Pensions to discover the benefits you're entitled to and how to claim them as easily as possible.
- Long-Term Care Insurance: Over the past decade, people have become increasingly aware of how easily long-term care can wipe out a lifetime of savings. And insurance companies have been quick to capitalize on that fear.
- The Executor Bundle: Includes all three books:
- The Executor's Guide: Settling A Loved One's Estate or Trust
- The Trustee's Legal Companion
- Get It Together: Organize Your Records So Your Family Won't Have To