The Financial Planning Association of San Diego
Home
Membership
FPA Board
Calendar and Events
Become A CFP
Planner Resources
Resource Partners
Planner Search
FAQ's
Contact Us
The Financial Planning Association of San Diego
Government Relations
Classifieds
SDSU FPA

FINANCIAL PLANNING PERSPECTIVES - ARCHIVES

<< Back to Archives

2005 FPA Financial Planning Perspectives (FPP)

January 2005
The titles for this month are:
-How the Young Can Wittle Down Debt
-8 Financial Keys to a Happier New Year
-How to Make Your 401(k) Account Work Like a Pension Plan

February 2005
The titles for this month are:
-How...and Why...to Save More Money
-What You Can Do if Your Pension Plan is Shaky
-To Choose or Not to Choose: New Sales-Tax Deduction Takes Planning

March 2005
The titles for this month are:
-New Automatic Rollover Rules Help Out Lax Retirement Savers
-The Benefits of a Comprehensive Long-Term Financial Planning Relationship
-Saved by the Bell: Consolidating College Loans

April 2005
The titles for this month are:
-Are Flexible Certificates of Deposit Right For You?
-Financial Planning for Aging Parents
-The New Rules of Retirement

May 2005
The titles for this month are:
-How to Make Your Own Health Care Decisions When You Can’t
-Ways to Avoid Filing for Bankruptcy
-Company Stock: How Much is Too Much?

June 2005
The titles for this month are:
-Follow This Financial Planning Starter Kit
-Financial Planning for Grandparents Raising Grandchildren
-Phasing into Retirement

July 2005
The titles for this month are:
-Consider a 529 Plan as a Way to Save for College
-Thinking About Adoption? Plan Your Finances First
-Back to School: Teaching Your Kids Financial Literacy

August 2005
The titles for this month are:
-How Understanding 1031 Exchanges Can Help Your Real Estate Investment Plans
-Preparing for the Change in Federal Bankruptcy Law
-Charitable Trusts: Creating Gifts that Keep on Giving

September 2005
The titles for this month are:
-Disaster Preparedness Makes Sense for Finances, Too
-Becoming Your Own Health Care Cost Advocate
-New Roth 401(k)s Call For a Full Review of Individuals' Retirement and Tax Picture

October 2005
The titles for this month are:
-Financial Blogs can be Fast, Informative, Even Funny. But Do a Background Check First
-In These Times, An Annual Insurance Check-Up Makes Even More Sense
-Mortgage Debt has Never Been so Risky. Get Some Advice First

November 2005
The titles for this month are:
-Don't Wait Until Catastrophe Strikes to Discuss Money Issues with Older Relatives
-Gear Up for Last-Minute Tax Savings - Katrina and Otherwise
-Your First Year of Retirement - Do You Know how Much You'll Be Able to Spend?

Plus A Bonus Article, specifically detailing the tax law changes surrounding Hurricane Katrina

-Katrina's Tax Effect - The Latest Changes

December 2005
The titles for this month are:
-Give Yuor Credit a Post-Holiday Checkup - and Save Money in 2006
-The Biggest Financial Mistakes People Make in Divorce - and How to Avoid Them
-Taking Responsibility for Retirement: How Today's Scary Headlines Can Help Your Retirement Plan

<< Back to Archives

Financial Planning Association of San Diego --- P.O. Box Number 880936, San Diego, CA 92168 --- Tel: (619) 504-0142