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Robert Valentine's Articles in Financial Planning
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Stock Options: Know When To Hold 'Em
Telling when to exercise your company stock options should be based on more than your gut about a potential market price peak.
A College Planning Quandary
Withdrawing savings from an IRA is one option to pay for college tuition. But is it a good idea?
Estate Planning: Having Faith in your Legacy
A trust may be one of the best options for ensuring your memory lives on. Here are two that may be right for you.
401(k) Distribution Dilemmas
How you will take your 401(k) distributions when you retire can be an important consideration in executing your post-retirement plan.
Retirement Option Overload
Too many choices can be as frustrating as too few. A financial professional can help you find the right retirement plan for your small business.
Communicating with a Financial Professional
Be certain your financial professional is asking the right questions.
Estate Planning: Supporting a Noble Cause
Charitable trusts are a handy tax-saving tool. But they can also greatly benefit a charity of your choice.
A New Mindset For Income Distribution
A distribution plan focuses less on accumulating wealth and more on making it last through retirement.
Ask Your Employer About New Retirement Option Roth 401(K)
Surveys show young workers receptive to new type of retirement plan, but will employers adopt this short-lived option, scheduled to expire in 2010?
How Long Will Your Legacy Last?
Most family fortunes don't survive to a third generation. Here's why.
Calculating your Post-retirement Income, Post-haste
Do you know how much money is enough for retirement? We'll show you how to find out.
Retirement Redefined
Baby boomers and younger workers have a thing or two to learn from current retirees.
Protecting your Nest Egg
How to keep your retirement fund safe while identity theft is on the rise
Making Sure Tuition is Covered
Tuition is rising and showing no signs of slowing down. We'll show you one way to save for the future.
Estate Planning: The Key Ingredient
Wills are the central (and one of the most complex) parts of estate planning.
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