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Resource Center

Wealth by Design, LLC maintains this Resource Center to provide our visitors with valuable information from a variety of sources on financial planning, investment, insurance and tax issues. We also provide links to other useful sites.

Financial Planning

Financial Goal Setting Questions

Financial Planning for Life

Ten keys to Financial Success

The Importance of an Annual Financial Checkup

Getting Fiscally Fit


Bankruptcy

New Bankruptcy Laws Protects IRA's

Large IRA's Not Fully Protected from Bankruptcy or Lawsuit Seizure


Business Planning

The Truth About Small-Business Succession Planning

Rules for Hiring Family Members


Cash Flow Planning

Cash Management

Create a Plan to Pay Off Credit Card Debt

Credit Card Rules

Getting a Good Credit Rating

Organize your Money Life

Year End Personal Finance Checklist

Pay Down Debt or Save?

Where Does Your Money Go?


Family and Relationship Planning

Add Prenuptial Agreements to your Wedding Plans

Becoming Domestic Partners

Caring for Loved Ones from Afar

Getting Married

Having a baby

Financial Mistakes to Avoid in a Divorce Settlement

Making A Home Senior Friendly


Financial Windfall Planning

Getting an Inheritance or Financial Windfall

The Process of Inheriting Money

Dreaming Big: Financial Planning for Unexpected Wealth


Education Planning

Planning for Education

College Planning in the Wake of New Tax Laws

Figuring out the Financial Aid Formula


Real Estate

Buying a House

The Pros and Cons of Reverse Mortgages


Retirement Planning

Planning for Retirement

Retirement Distribution Methods

Conserving Portfolios during Retirement

The Perplexing World of Social Security and Earnings in Retirement

A Guide to Withdrawing Retirement Assets

Evaluating the Need for Insurance in Retirement

Taking Responsibility for Retirement

The New Pension Protection Act of 2006 Promotes Savings, Protects Pensions


And...

About That Dream Vacation Home

Buying or Leasing a Car

Exploring Identity Theft

Preparing Financially for Disaster

Pros and Cons of Prepaying Your Funeral

Gearing Up for Life on the RV Road

Leaving a Job


Investments

Types of Investments

Investment Products

Choosing Good Mutual Funds

Getting Started with ETFs

Mutual Fund Choices in Your Retirement Plan

The Correct Way to Use Lifecycle Mutual Funds

Navigating Interest Rates, Inflation and the Economy

Equity Indexed Annuities Demystified

The Trials and Tribulations of Measuring and Comparing Investment Performance

Understanding the new Roth 401(k)

The Return of Uncle Sam’s 30 Year Bond


Taxes

 

A Primer on Charitable Donations


Estate Planning

Estate Planning

Losing your Inheritance to Uncle Sam or Others


Insurance

Health Insurance

Should You Consider a Health Savings Account?

A PRIMER ON MEDICARE AND MEDIGAP COVERAGE

Medicare Provides Preventative Services

Disability Insurance

Life Insurance

A Primer on Living Benefits

A Time and Place for Life Settlements

Long Term Care Insurance

Long Term Health Care Preparations


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