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Reality Check: Talking With Your Parents (PDF 143K)

Offers guidelines to help boomers discuss financial and estate planning matters with their parents

RCPAR-FLY-1  | Updated on: 09/08 |  Email PDF

Reality Check: Traditional or Roth IRA (PDF 134K)

Helps investors understand the tax-deductible benefit of traditional IRAs and the tax-free earnings growth of Roth IRAs

RCTRA-FLY-1  | Updated on: 03/09 |  Email PDF

Reality Check: What's the Real Return on CDs? (PDF 137K)

Discusses how inflation and taxes may affect CD return rates

RCCDS-FLY-1  | Updated on: 03/09 |  Email PDF

Reality Check: Withdrawal Rates (PDF 153K)

Highlights issues to consider when determining how much to withdraw from retirement savings

RCWRS-FLY-1  | Updated on: 12/08 |  Email PDF

Reality Check: Your Financial Future (PDF 171K)

Projects potential financial needs of loved ones into the future in five-year increments and includes a checklist of financial considerations

RCYFF-FLY-1  | Updated on: 09/08 |  Email PDF

Reality Check: Your Total Financial Picture (PDF 124K)

Divides comprehensive financial planning into six parts and includes a checklist of financial issues for consideration

RCTFP-FLY-1  | Updated on: 11/08 |  Email PDF

Rethinking Risk - Back to Basics: Conservative Cornerstones (PDF 143K)

Highlights the role of conservative cornerstone investments in portfolio construction based on three key tenets: downside protection, diversification beyond style boxes and complementary use of active and passive exposure

PPRRCEQ-BRO-1  | Updated on: 08/09 |  Email PDF

Rethinking Risk - Can the Market Make You Rich? (PDF 120K)

Illustrates the critical role of investor contributions in building a portfolio's value

PPRRMMR-BRO-1  | Updated on: 09/09 |  Email PDF

Rethinking Risk - The Sorting Box: A Framework for Manager Evaluation (PDF 85K)

Describes a proper framework for fund manager evaluation that goes beyond looking only at returns

PPRRSB-FLY-1  | Updated on: 11/09 |  Email PDF

Rethinking Risk - The Tale of 10 Days (PDF 137K)

Explains the importance of aligning investment plans with meeting financial goals, not just capturing market performance

PPRR10-BRO-1  | Updated on: 11/09 |  Email PDF

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