Scott Burns Headline Archive 02/10/2013 WHAT READERS WANT: MORE TAXPAYERS, DIFFERENT TAXES 02/07/2013 HOME IS WHERE THE HARD ASSETS OUGHT TO BE 02/03/2013 THE RESTORATION OF MIDDLE-CLASS WEALTH 01/31/2013 SOCIAL SECURITY IS A SOCIAL PROGRAM, NOT A PENSION PLAN 01/27/2013 HOW MANY SHOULD PAY INCOME TAXES? 01/24/2013 IN FINANCIAL ADVICE, THE VALUE ADDED IS IN PLANNING 01/20/2013 WHERE SHOULD YOU KEEP YOUR RETIREMENT MONEY? 01/17/2013 SIMPLE WAYS TO OWN EQUITIES IN FEDERAL THRIFT SAVINGS PLAN 01/13/2013 MEANS-TESTING SOCIAL SECURITY 01/10/2013 FISCAL CLIFF IS NO PROBLEM FOR THE COUCH POTATO INVESTOR 01/06/2013 COPING WITH THE FED'S ZERO-INTEREST-RATE POLICY 01/03/2013 RETIREMENT ISN'T JUST ABOUT INCOME 12/30/2012 FEARLESS FORECASTS FOR 2013 12/27/2012 YOU CAN CUT INVESTMENT EXPENSES ONLY SO MUCH 12/23/2012 BYTES, BTUs AND BULLION 12/13/2012 DEFERRING SOCIAL SECURITY IS A GOOD INVESTMENT 12/09/2012 BEYOND ENVY: WEALTH ADDICTION REVISITED 12/06/2012 RETIREMENT, LIKE BEAUTY, IS IN THE EYE OF THE BEHOLDER 12/02/2012 PLAYING ROULETTE WITH LONG-TERM CARE 11/29/2012 11/25/2012 DISINTERMEDIATING HIGHER EDUCATION 11/22/2012 IN RETIREMENT, THINK 'RIGHT-SIZING,' NOT DOWNSIZING 11/18/2012 TARGET MUTUAL FUNDS: OOPS, THEY GLIDE THE WRONG WAY 11/15/2012 DON'T JUMP FOR LUMP SUM JUST BECAUSE IT'S OFFERED 11/11/2012 LIFE, DEATH AND HOW LONG YOUR MONEY WILL LAST 11/08/2012 QUANTITATIVE EASING AND YOUR GNMA MUTUAL FUND 11/04/2012 LACY HUNT: THE END OF THE YIELD FAMINE IS FAR AWAY 11/01/2012 BUYING YOUR RETIREMENT HOME EARLY CAN BE A GOOD IDEA 10/28/2012 (NEARLY) FREE AT LAST: A NEW OPPORTUNITY AT SCHWAB 10/25/2012 FEDERAL RETIREES SHOULD FOCUS ON KEEPING SOME LIQUID ASSETS 10/21/2012 VOTE BRISKETARIAN! 10/18/2012 FUTURE MEDICARE PREMIUMS ARE NOT GOING TO SOAR 10/14/2012 HOW MUCH IS YOUR 401(K) PLAN COSTING YOU? 10/04/2012 SOMETIMES EXPENSES OVERWHELM POSSIBLE TAX SAVINGS 09/30/2012 THE YIELD FAMINE (CONT.) 09/27/2012 WORRIED ABOUT THE ECONOMY? YOU'VE GOT LOTS OF COMPANY 09/23/2012 IF YOU WANT TO REBUILD AMERICA, START WITH THE TAX CODE 09/20/2012 IT'S EASIER TO CUT INVESTMENT EXPENSES THAN TO FIND YIELD 09/16/2012 WILL THE REAL FEDERAL DEFICIT PLEASE STAND UP? 09/13/2012 'TO A HAMMER, EVERYTHING IS A NAIL' 09/09/2012 BUILDING THE NEXT FINANCIAL CRISIS, ONE LOAN AT A TIME 09/06/2012 FOR HEAVY-DUTY SAVERS, A BIGGER HOUSE CAN BE A REWARD 09/02/2012 WHO LOST DURING THE "LOST DECADE"? 08/30/2012 TO MAXIMIZE LIFETIME INCOME, DEFER TAKING BENEFITS 08/26/2012 THE NEW WEALTH SCOREBOARD 08/23/2012 FIFTY-SOMETHINGS: RENT OR BUY? 08/19/2012 THE LITTLE MIDDLE CLASS TAX THAT KEEPS ON RISING 08/16/2012 NEARING RETIREMENT? TRY A SHORTER-TERM MORTGAGE 08/12/2012 HOW WE MISSED GOLDEN YEARS FOR SOCIAL SECURITY TRUST FUND 08/09/2012 YOU DON'T GET HIGHER RETURNS BY PAYING MORE 08/05/2012 HONEY, I HOCKED THE CAR! 08/02/2012 BEWARE OF ADVISERS WITH 'URGENT' INVESTMENT OPPORTUNITIES 07/29/2012 LAZY PORTFOLIOS BEAT PROFESSIONALLY MANAGED PORTFOLIOS 07/26/2012 SHELTER IS A BIG RETIREMENT PLANNING LEVER 07/22/2012 HOW MUCH IS A FUTURE YEAR WORTH? 07/12/2012 LIFE ANNUITIES ARE MOST USEFUL FOR PEOPLE WITHOUT PENSIONS 07/08/2012 HOW MUCH WILL THE OLDSTER TAX COST YOU? 07/05/2012 INDEX FUNDS BEST FOR DO-IT-YOURSELF INVESTORS 07/01/2012 IT'S 2012: DO YOU KNOW WHERE YOUR FIRST MILLION IS? 06/28/2012 YOU CAN REDUCE INVESTMENT ANXIETY, BUT CAN'T ELIMINATE IT 06/24/2012 CONSUMERS: SOME LIGHT IN A LONG TUNNEL 06/21/2012 A BIRD IN THE BUSH CAN BE WORTH MORE THAN A BIRD IN HAND 06/17/2012 THE LOWER NINETY 06/14/2012 INDEX FUNDS CAN HAVE MAJOR TAX ADVANTAGES 06/10/2012 WHAT LAS VEGAS CAN TEACH US ABOUT MUTUAL FUND INVESTING 06/07/2012 ALL-OR-NONE THINKING IS SELDOM GOOD INVESTING 06/03/2012 REVERSE MORTGAGES: A TOOL FOR RETIREMENT INCOME PLANNING 05/31/2012 HOW TO UNDERSTAND REQUIRED MINIMUM DISTRIBUTIONS 05/27/2012 THE 40-YEAR TRAIN WRECK 05/24/2012 HOW THE SOCIAL SECURITY TRUST FUND WAS SUPPOSED TO WORK 05/20/2012 THERE IS NOTHING QUITE LIKE THE ASSURANCE OF FAILURE 05/17/2012 MANAGING YOUR MONEY CAN COST A LOT -- OR VERY LITTLE 05/13/2012 TOO-BIG-TO-FAIL BANKING HAS GOT TO GO 05/10/2012 FINDING PLACES FOR CASH INVOLVES TAKING RISK 05/06/2012 FOR REAL CONDITION OF SOCIAL SECURITY, TURN TO APPENDIX F 05/03/2012 CONSOLIDATE MULTIPLE INVESTMENT ACCOUNTS AT ONLY ONE FIRM 04/29/2012 GOOD PERSONAL DECISIONS CAN BE MORE VALUABLE THAN INVESTING 04/26/2012 DON'T PAY OFF STUDENT LOANS FROM YOUR 401(K) ACCOUNT 04/22/2012 THE REAL DOOMSDAY: LESS BANG, MORE WHIMPER 04/19/2012 TEACHERS CAN BENEFIT FROM LOW-COST INVESTING 04/15/2012 REVERSE MORTGAGES: THEIR TIME HAS COME 04/12/2012 RETIREMENT IS ALL ABOUT SPENDING AND ASSET ALLOCATION 04/08/2012 HOW MUCH WILL YOU LEAVE ON THE TABLE? 03/29/2012 DON'T EXPECT YOUR CREDIT UNION TO OFFER NO-LOAD FUNDS 03/25/2012 MEASURING THE YIELD FAMINE IN FOOD 03/15/2012 A ROTH IRA IS A GOOD THING -- DON'T GIVE IT UP 03/11/2012 IN RETIREMENT, SHOULD YOU EAT DESSERT FIRST? 03/08/2012 IS INFLATION INEVITABLE? 03/04/2012 VARIABLE ANNUITIES: A PRODUCT THAT DOESN'T ADD UP 03/01/2012 INDEX FUNDS ARE SUBJECT TO HAZARDS OF THEIR ASSET CLASSES 02/26/2012 MY FRIEND THE PRESIDENTIAL CANDIDATE 02/23/2012 NOT ALL REAL ESTATE INVESTMENT TRUSTS CAN BE TRUSTED 02/19/2012 CRUNCHING THE NUMBERS ON TAX RATES 02/16/2012 YOU CAN CONSOLIDATE MULTIPLE 403(B) ACCOUNTS 02/12/2012 EXCHANGE-TRADED FUNDS: TOO MUCH OF A GOOD THING? 02/09/2012 HOW TO MAKE A VACATION CONDO PART OF YOUR RETIREMENT PLAN 02/05/2012 A SLOTH'S SLICK PROGRESS 02/02/2012 A GOOD MATCH CAN COMPENSATE FOR POOR CHOICES IN 401(K) PLAN 01/29/2012 THE 'GOOD LIFE' IS ALSO A LONG LIFE 01/26/2012 I SAVINGS BONDS VERSUS TIPS 01/22/2012 CAPE CORAL AND THE RECOVERY OF DREAMS 01/19/2012 A NOTE FROM THE GRIM REAPER: LIGHTEN UP, SPEND MORE 01/15/2012 FINDING THE BOOM IN THE BUST 01/12/2012 IF YOU ARE WEALTHY ENOUGH, 100 PERCENT CASH IS COMFORTABLE 01/08/2012 REDISCOVERING FLORIDA 01/05/2012 CREDIT CARDS: WHEN IN A HOLE, STOP DIGGING 01/01/2012 FEARLESS FORECASTS FOR 2012 12/29/2011 HOW TO INVEST A COLLEGE-AGE DAUGHTER'S INHERITANCE 12/25/2011 ENDURANCE INVESTING 12/15/2011 IF YOU HAVE ASSETS, YOU CAN MANAGE YOUR TAX RATE 12/11/2011 THE PRISONERS OF PMI 12/08/2011 HOW MUCH IS YOUR SOCIAL SECURITY WORTH? 12/04/2011 SOCIAL SECURITY REFORMS: LIKE PUTTING LIPSTICK ON A DUCK 12/01/2011 THERE IS NO SECRET HAVEN OF HIGH RETURNS FOR BIG INVESTORS 11/27/2011 A TALE OF TWO GENERATIONS 11/24/2011 DIVIDENDS ARE IMPORTANT, BUT THEY AREN'T EVERYTHING 11/20/2011 COUCH POTATO INVESTING TURNS 20 11/17/2011 JUNK BOND FUND COULD BE USED IN PLACE OF LIFE ANNUITY 11/13/2011 MEET THE MILLIONAIRE TEACHER 10/27/2011 HOW WILL RETIRING AT 62 AFFECT YOUR BENEFITS? 10/23/2011 HOW MUCH CAN THE 99 PERCENT SQUEEZE OUT OF THE 1 PERCENT? 10/13/2011 DON'T FORGET: NO ONE KNOWS THE FUTURE 10/09/2011 ONLINE CALCULATOR MAXIMIZES YOUR SOCIAL SECURITY BENEFITS 10/06/2011 BEWARE OFFERS OF HIGH-YIELD CDS 10/02/2011 HOW MUCH ARE SOCIAL SECURITY BENEFITS WORTH? 09/29/2011 CAN A VACATION HOME BE A GOOD INVESTMENT? 09/25/2011 THE CONSTANT INQUIRER 09/15/2011 YOUR RETIREMENT SAVINGS AS A "TAX EXPENDITURE" 09/11/2011 A HAIR-OF-THE-DOG STRATEGY TO SAVE HOME VALUES 09/08/2011 IN INSURANCE PRODUCTS, THE DEVIL IS IN THE DETAILS 09/04/2011 HOPE FOR HOME VALUES 09/01/2011 WHY YOU SHOULD DELAY TAKING SOCIAL SECURITY BENEFITS 08/28/2011 WHO STOLE THE MONEY IN THE SOCIAL SECURITY TRUST FUND? 08/25/2011 S.S. COSTS THE YOUNG MORE THAN IT COST TODAY'S RETIREES 08/21/2011 THE PEOPLE SPEAK: UNCLE SAM, YOU'RE A BAD RISK 08/18/2011 WHO PAYS AND WHO GETS WHAT FROM SOCIAL SECURITY 08/14/2011 THE COMING AMERICAN SPRING 08/11/2011 BIG COMPANIES TEND TO HAVE LOWER-COST 401(K) PLANS 08/07/2011 WOULD YOU LEND MONEY TO THIS FAMILY? 08/04/2011 A SPECIAL TAX RATE ON SAVERS: ABOUT 87.5 PERCENT 07/31/2011 THE BIG DOUBLE WHAMMY 07/28/2011 SOCIAL SECURITY WILL EXIST IN THE FUTURE 07/24/2011 HOW TO BE A MILLIONAIRE AND LIVE IN POVERTY 07/21/2011 TO HAVE INVESTMENT INCOME, YOU MUST TAKE RISK 07/17/2011 THE SUBLIME BENEFITS OF DEATH 07/14/2011 WHERE YOU SAVE DEPENDS ON YOUR TAX BRACKET 07/10/2011 MERE MILLIONAIRES NEED NOT APPLY 07/07/2011 WHEN TO TAKE MONEY FROM YOUR NEST EGG 07/03/2011 AMERICA: RUNNING WITH SCISSORS, AND GOOD AT IT 06/30/2011 TODAY, SAFE INVESTMENTS DON'T KEEP UP WITH INFLATION 06/26/2011 WOMEN ARE THE NEW MEN 06/23/2011 CASH IS SAFE, BUT IT IS LOSING PURCHASING POWER 06/19/2011 THE FAT FUND REPORT, PART 2: 06/16/2011 INVESTOR BEWARE: YIELDS ARE LOWER THAN THE INFLATION RATE 06/12/2011 THE FAT FUND REPORT: IF YOU PAY MORE, DO YOU GET MORE? 06/09/2011 IN A TRUE DISASTER, RICE AND BEANS TRUMP SILVER 06/05/2011 YES, DIVERSIFICATION WORKS 06/02/2011 CALCULATING YOUR ANNUAL WITHDRAWAL INCOME IN RETIREMENT 05/29/2011 A VOYAGE TO WHERE THE DOLLAR AND THE EURO ARE EQUAL 05/19/2011 PAYING OFF YOUR MORTGAGE ISN'T ALWAYS A GOOD THING 05/15/2011 HAS YOUR PORTFOLIO RECOVERED YET? 05/12/2011 WHY LONG-TERM-CARE INSURANCE PREMIUMS ARE LIKELY TO RISE 05/08/2011 OUR PRIUS, AT 8 05/05/2011 IN CARS, IT'S ALL ABOUT THE DEPRECIATION 05/01/2011 SHOULD WE EAT DESSERT FIRST? 04/28/2011 THE SUBTLE JOY OF NOT BEING BROKE 04/24/2011 VANITY CAPITAL 04/21/2011 USING A HOME EQUITY CREDIT LINE TO PAY OFF CREDIT CARD DEBT 04/17/2011 MEDITATION ON MCDONALD'S (PART TWO) 04/14/2011 TEACHERS: A LOW-COST IRA IS BETTER THAN YOUR 403(B) 04/10/2011 A LIFE-OR-DEATH DECISION: YOUR HOME 04/07/2011 A CLOSER LOOK AT WHEN TO TAKE SOCIAL SECURITY BENEFITS 04/03/2011 ANGEL OF INFLATION NO LONGER LIVES IN NORTHERN CALIFORNIA 03/24/2011 NO EASY CHOICES WHEN IT COMES TO EARNING INTEREST 03/20/2011 SURVIVAL PRINCIPLES FOR AN ERA OF IRRESPONSIBLE GOVERNMENT 03/17/2011 YES, IT IS POSSIBLE TO SAVE TOO MUCH MONEY 03/13/2011 AMERICA 2.0 03/10/2011 YOU MAY NOT PAY THIS TAX, BUT YOUR CHILDREN WILL 03/06/2011 LET US NOW PRAISE RELIABLE VICES 03/03/2011 YOUR IRA IS ABOUT LIFETIME INCOME, NOT 'THE WANTS' 02/27/2011 A FEW WORDS ON THE EMPEROR'S CLOTHES 02/24/2011 SHOULD YOU TAKE SOCIAL SECURITY BENEFITS EARLIER? 02/20/2011 MAKING THINGS RIGHT 02/17/2011 FIGURING YOUR RETIREMENT WITHDRAWAL RATE 02/13/2011 FRONT-DOOR AND BACK-DOOR TAX INCREASES 02/10/2011 BECOMING A LANDLORD IS A PERSONAL DECISION 02/06/2011 THE RATIONAL GOLD INVESTOR 02/03/2011 IN A NO-YIELD MARKET, IT'S NECESSARY TO TAKE SOME RISK 01/30/2011 HOME-BREW PORTFOLIOS RULE! 01/27/2011 RETIREMENT ISN'T ABOUT YOUR TAX BILL 01/23/2011 SOME CHOICES WILL DRIVE US STRAIGHT OVER A CLIFF 01/20/2011 WHAT TO DO IF YOU WIN THE LOTTERY 01/16/2011 LIVING WITH HAUSER'S LAW 01/13/2011 RECASTING A MORTGAGE CAN BE USEFUL 01/09/2011 THE 'CAN'T GET THERE FROM HERE' PROBLEM 01/06/2011 SOMETIMES PAYING OFF MORTGAGE ISN'T THE BEST THING TO DO 01/02/2011 FEARLESS FORECASTS, 2011 12/30/2010 PENSION INCOMES ARE DIFFICULT TO BEAT 12/26/2010 HOW TO SAVE IN THE NO-YIELD ECONOMY 12/23/2010 IT'S TIME FOR MANY TO MAKE REQUIRED MINIMUM DISTRIBUTIONS 12/19/2010 WHAT'S IN A WORD? 12/09/2010 A RETIREMENT READING LIST, WITH ONLY ONE BOOK ON INVESTING 12/05/2010 STRANGE SILVER IN AN ILL WIND 12/02/2010 HAVE A PENSION? DON'T HURRY TO PAY OFF YOUR MORTGAGE 11/28/2010 EXPANDING THE TRIUMPH OF SLOTH 11/25/2010 LOOKING AHEAD 50 YEARS? THINK INDEX FUNDS 11/21/2010 WOULD YOU MISS THE MORTGAGE INTEREST DEDUCTION? 11/18/2010 LIFE INSURANCE: IT'S SO PRE-RETIREMENT 11/14/2010 IS IT TIME TO EAT THE RICH? 11/11/2010 CHANGE YOUR INVESTMENTS IN MODERATION 11/07/2010 THE AMAZING HALF-FULL GLASS 11/04/2010 HOW TO INVEST FOR A GRANDSON 10/31/2010 THE WEALTHY VAMPIRE 10/28/2010 HIGH YIELD MEANS MORE RISK -- NO EXCEPTIONS 10/24/2010 WE'RE NOT REPEATING HISTORY 10/21/2010 SECURITY IS ABOUT CASH, NOT HOME EQUITY 10/17/2010 TAKE YOUR PICK: LOW COST OR HIGH MATCH? 10/14/2010 TAX-FREE BONDS: GOOD YIELDS, BUT HIGH RISK 10/10/2010 REFINANCING IS THE NEW EQUITY 10/07/2010 SELF-EMPLOYED? MAKE SURE YOU DO YOUR PAPERWORK 10/03/2010 GET PAID TO MOVE YOUR MONEY 09/30/2010 IS IT A FINANCIAL PLAN? OR IS IT A SALES PITCH? 09/26/2010 WHY I LEFT MY BIG BANK 09/16/2010 REAL MONEY VS. NOT-REAL MONEY 09/12/2010 VARIABLE ANNUITY WATCH: THEY LOSE, AGAIN 09/09/2010 LESS RISK IS BETTER THAN NO RISK 09/05/2010 THE JOY OF PORTFOLIO COOKING 09/02/2010 PENSION BUY-INS ARE A GOOD DEAL 08/29/2010 THE GREAT MIGRATION: LEMONS INTO LEMONADE 08/26/2010 HOW TO INVEST WITHOUT CALAMITY 08/22/2010 SEARCHING FOR THE ULTIMATE INCOME PORTFOLIO 08/19/2010 WHERE TO GO FOR MORE INVESTMENT INCOME 08/15/2010 FUTURE MEDICARE: CHEAP, BUT NOT AVAILABLE 08/12/2010 SOCIAL SECURITY FUNDING: YES, IT'S COMPLICATED 08/08/2010 WHAT INVESTORS WISH MOST 08/05/2010 TORN BETWEEN TWO HOUSES 08/01/2010 READERS SPEAK, READY TO MARCH 07/29/2010 DEFERRING INCOME CAN BE TAX-WISE 07/25/2010 INTEREST RATES CAN GO LOWER, BUT YOU WON'T LIKE IT 07/22/2010 USE YOUR TAX RETURN TO GUIDE DEBT REPAYMENT 07/18/2010 SOLVENT SENIORS AND THE MATRIX OF MISERY 07/15/2010 RECOVERING FROM BAD INVESTMENTS 07/11/2010 BEWARE OF SPECIAL PLACES WITH HIGH YIELDS 07/08/2010 'SAFE WITHDRAWAL RATE' MAY BE CHANGING 07/04/2010 THE EPIC OF AMERICA, STILL 07/01/2010 PERILS OF THE FREE DINNER 06/27/2010 PAYCHECK HOUSES AND PORTFOLIO HOUSES 06/17/2010 IN AUSTIN, SLEEPLESS ABOUT SEATTLE HOME 06/13/2010 THE 'TRUTH' ABOUT SOCIAL SECURITY 06/10/2010 THINK BEFORE YOU CONVERT TO ROTH IRA 06/06/2010 THE COMING 'MODERNIZATION' OF SOCIAL SECURITY 05/27/2010 EXCHANGE-TRADED FUNDS MAKE GOOD RETIREMENT PORTFOLIOS 05/23/2010 A TALE OF THREE (OR MAYBE FOUR) TAX BILLS 05/20/2010 IT WON'T HURT TO PAY OFF A MORTGAGE 05/16/2010 FINDING A LOW-COST PARADISE 05/13/2010 EXCHANGE-TRADED FUND PITFALLS EASILY AVOIDED 05/09/2010 THE HARD SEARCH: PARADISE ON A BUDGET 05/06/2010 WHO SHOULD RENT AND WHO SHOULD OWN? 05/02/2010 FUNDAMENTAL INVESTING PASSES FIRST REALITY TEST 04/29/2010 THE FUTURE ... AS A LARGE, SULLEN STRANGER 04/25/2010 THE COMING ASSET PREFERENCE QUAKE 04/15/2010 LIFE INSURANCE SHOULD BE TAILORED TO NEED 04/11/2010 IPAD IS TO iPHONE AS WINDOW IS TO KEYHOLE 04/08/2010 THERE IS A TIME TO RENT AND A TIME TO BUY 04/04/2010 BUILDING INDEX FUND PORTFOLIOS ON DIFFERENT PLATFORMS 04/01/2010 WHEN COMPARING INVESTMENTS, DON'Y RELY ON A SINGLE SOURCE 03/28/2010 A BETTER BALANCED FUND 03/25/2010 YOU CAN'T BE YOUR OWN INSURANCE COMPANY 03/21/2010 THE GREAT AMERICAN BANK ROBBERY 03/18/2010 A LOW-COST ROTH IS BETTER THAN A HIGH-COST 401(K) 03/14/2010 A CONVENIENT FICTION 03/11/2010 WILL THE PBGC COVER MY PENSION? 03/07/2010 FOR MOST, IT WAS A 'LOST DECADE' 03/04/2010 YOU HAVE TO EARN A BUNDLE TO REPAY STUDENT DEBT 02/28/2010 IT'S 'GARDEN PARTY' TIME 02/25/2010 PICKING YOUR GLIDE PATH 02/21/2010 A VISIT WITH JOHN BOGLE 02/18/2010 CHOOSE A LOW-COST IRA OVER HIGH-COST 401(K) 02/11/2010 HOUSE RICH, OR HOUSE POOR? 02/07/2010 RIGHT INCENTIVES, WRONG INCENTIVES 02/04/2010 UNDERSTANDING LIFE ANNUITIES 01/31/2010 COUCH POTATO INVESTING AND THE ESCAPE ROAD ACCOUNT 01/28/2010 IT HELPS TO UNDERSTAND BROKERAGE ECONOMICS 01/24/2010 SURVIVING THE INVESTMENT INCOME FAMINE 01/21/2010 HOW TO LEAVE HIGH-COST INVESTING 01/17/2010 THE INSURGENT CONSUMER, PART 2: CAN YOU HEAR ME NOW? 01/14/2010 LEAVING AN EXPENSIVE VARIABLE ANNUITY 01/10/2010 THE INSURGENT CONSUMER, PART 1: THE INVESTMENT VALUE OF GENERIC DRUGS 01/07/2010 EQUITY-INDEXED ANNUITIES: 'FUGETABOUTIT' 01/03/2010 TEN LESSONS OF THE LONG-DISTANCE RUNNER 12/31/2009 ESSENTIALS FOR A SECURE RETIREMENT 12/27/2009 FEARLESS FORECASTS, 2010 12/24/2009 AN EIA SALESPERSON MISCALCULATES 12/20/2009 BUY A LIFE ANNUITY AND INVEST THE DIFFERENCE 12/10/2009 BUY A CAR OR PAY OFF THE MORTGAGE? 12/06/2009 THE HIGH COST OF A GUARANTEED INCOME 12/03/2009 A REVERSE MORTGAGE WON'T CURE 'HOUSE POOR' 11/29/2009 THE INVESTOR'S MANIFESTO 11/26/2009 TO LOWER TRANSPORTATION COSTS, OWN YOUR CAR 11/22/2009 JUST GO AWAY! 11/19/2009 THERE IS NO INVESTMENT 'CURE' FOR A BAD FEELING 11/15/2009 THE NEXT 100 YEARS 11/12/2009 YOU CAN'T AVOID INTEREST RATE RISK 11/08/2009 RESHELVING THE FUTURE 11/05/2009 INVESTING IN THE EARTH MARKET 11/01/2009 THE SQUARE OF 3 BILLION 10/29/2009 A NEW TREND: IMPROVED 401(K) PLANS 10/25/2009 RETURN TO TEXAS, PART 3: THE 'TEXAS PREMIUM' AND THE FOOT-AND-WHEEL VOTE 10/22/2009 THE POWER OF COMMITMENT MANAGEMENT 10/18/2009 COMPARING PAYCHECKS: WORKERS AND RETIREES 10/15/2009 'VIG' AND THE MUTUAL FUND CASINO 10/11/2009 RETURN TO TEXAS, PART 2: THE KA-CHING EPIPHANY 10/08/2009 RETIREMENT IS ABOUT MATCHING INCOME AND SPENDING 10/04/2009 RETURN TO TEXAS, PART 1: A MOVING EXPERIENCE 10/01/2009 ASSET ALLOCATION IN THE THRIFT SAVINGS PLAN 09/27/2009 A YARDSTICK FOR MUTUAL FUND EXPENSES 09/17/2009 THE FACTS OF LIFE, DEATH AND ANNUITY YIELDS 09/13/2009 THE INVOLUNTARY (BUT HAPPY) INVESTOR TAX HOLIDAY 09/10/2009 STAY MARRIED AND YOU CAN COLLECT SPOUSAL BENEFITS 09/06/2009 VARIABLE ANNUITY WATCH, 2009 09/03/2009 CASH TODAY, OR LIFETIME INCOME? 08/30/2009 EXAMINING THE HEALTH CARE ELEPHANT 08/27/2009 COUCH POTATO INVESTING FOR THE TSP 08/23/2009 WHEN WILL THE ECONOMY FLOAT YOUR BOAT? 08/13/2009 RETIRING SOON? INDEX FUNDS STILL THE BEST CHOICE 08/06/2009 INVESTMENT EXPENSES DEPEND ON DISTRIBUTION 'CHANNELS' 08/02/2009 MY FAVORITE TAX 07/30/2009 YOU DON'T NEED PERFECTION -- JUST THE RIGHT DIRECTION 07/26/2009 THE FINANCIAL SERVICES 'TAX' 07/23/2009 NO, YOU WON'T NEED $2.5 MILLION TO RETIRE 07/19/2009 REVERSION TO THE MEAN MAY BE GOOD, NOT MEAN 07/16/2009 LET THE LENDER TAKE THE RISK OF HIGHER FUTURE RATES 07/12/2009 HOME LENDING: STILL A PROBLEM, BUT ANOTHER KIND OF PROBLEM 07/09/2009 ADAPTING TO THE FUTURE, WHATEVER IT IS 07/05/2009 THE LIFE OF RILEY INDEX, RETIREE VERSION 06/11/2009 YES, YOU CAN FIND AN EXPENSE-SENSITIVE BROKER 06/07/2009 HIGH DEBT MEANS DEFLATION, NOT INFLATION 06/04/2009 HOW A YOUNG SOLDIER SHOULD INVEST: SIMPLY 05/31/2009 OPPORTUNITY AFTER DISAPPOINTMENT, PART 6: 05/28/2009 EXTRA PRINCIPAL PAYMENTS CAN BE A GOOD USE OF EXTRA CASH 05/24/2009 OPPORTUNITY AFTER DISAPPOINTMENT, PART 5:THE PAYOFF FOR LOW-COST INDEX INVESTING 05/21/2009 THE BURDEN OF COMMISSION-BASED ADVICE 05/17/2009 OPPORTUNITY AFTER DISAPPOINTMENT, PART 4: HOW TO BUILD A LOW-COST, INFLATION-HEDGED RETIREMENT PORTFOLIO 05/14/2009 TO DO WELL OVER 50 YEARS, REDUCE COSTS 05/10/2009 OPPORTUNITY AFTER DISAPPOINTMENT, PART 3: BUILDING AN INFLATION TILT INTO YOUR RETIREMENT SAVINGS 05/07/2009 THERE'S NO MAGIC IN BIWEEKLY MORTGAGE PAYMENTS 05/03/2009 OPPORTUNITY AFTER DISAPPOINTMENT, PART 2: IT'S TIME FOR PLAN B 04/30/2009 SMOOTH YOUR INCOME FOR THE LONG HAUL 04/26/2009 OPPORTUNITY AFTER DISAPPOINTMENT, PART 1: THE PERIL IN THE PLANS 04/23/2009 PLAYING IN THE CASINO OF LIFE AND DEATH 04/19/2009 BUY A HOME, SAVE AMERICA, BECOME A CITIZEN 04/09/2009 TAXES ON SOCIAL SECURITY BENEFITS AREN'T JUST FOR THE RICH 04/05/2009 SAVING GRACES, AN OCCASIONAL COLUMN SERIES, PART 4: 04/02/2009 A SINGLE WOMAN CLEARS THE DECK FOR RETIREMENT 03/29/2009 SAVING GRACES, AN OCCASIONAL COLUMN SERIES, PART 4: 03/26/2009 EVEN WITH COMMISSIONS, ETFS CAN BE CHEAPER THAN LOAD FUNDS 03/22/2009 IS YOUR EMPLOYER MATCH BEING WASTED? 03/19/2009 TAXES ON WORKING SENIOR CITIZENS CAN BE VERY HIGH 03/15/2009 A MODEST PROPOSAL: LIMITED-PURPOSE BANKING 03/12/2009 THERE IS NO ONE-SIZE-FITS-ALL PORTFOLIO 03/08/2009 SAVING GRACES, AN OCCASIONAL COLUMN SERIES, PART 3: 02/26/2009 THE BENEFITS OF PAYING OFF A MORTGAGE 02/22/2009 A MEDITATION ON MCDONALD'S 02/19/2009 IT'S GOOD TO PAY OFF DEBT -- BUT WATCH YOUR TAXABLE INCOME! 02/15/2009 SLOTH TRIUMPHS AGAIN! 02/12/2009 INFLATION PROTECTION IS STILL VALUABLE, DESPITE DEFLATION 02/08/2009 MESSAGE FROM LAS MALVINAS 02/05/2009 FOR SOME, PAYING OFF A MORTGAGE IS A GREAT 'INVESTMENT' 02/01/2009 IF YOU PLAY THE ODDS, IT'S TIME TO BUY 01/29/2009 PENSION ADVANTAGE: HOW YOU CAN INVEST OTHER SAVINGS 01/25/2009 SAVING GRACES, AN OCCASIONAL COLUMN SERIES, PART 1:BEAR MARKET ISN'T A DISASTER FOR RETIREES 01/22/2009 HOW TO 'CIRCLE THE WAGONS' 01/18/2009 BERNARD MADOFF AND THE FULL-TIME EQUIVALENT OF MURDER 01/15/2009 SOME SIMPLE BUT PAINFUL STEPS TO MOVE A BROKERAGE ACCOUNT 01/11/2009 FEARLESS FORECASTS, 2009 01/08/2009 DON'T GET ANGRY -- BREAK EVEN! 01/04/2009 HOME PREPAREDNESS AND THE $50 BILLION STRAW 01/01/2009 MUTUAL FUNDS MAKE SENSE FOR MOST PEOPLE, BUT INDIVIDUAL STOCKS DON'T 12/28/2008 MEASURING MADOFF 12/25/2008 THREE WAYS TO HAVE VANGUARD AT FIDELITY 12/21/2008 THE PFRENGLE PRINCIPLE 12/11/2008 WHAT OTHERS ARE DOING WITH THEIR 401(K) MONEY 12/07/2008 COUNTERVAILING BENEFITS, PART II: SOMETIMES, DOWN IS UP 12/04/2008 REDUCE RISK: MAKE NEW RETIREMENT CONTRIBUTIONS TO FIXED-INCOME FUNDS 11/30/2008 COUNTERVAILING BENEFITS, PART 1 11/27/2008 A BETTER WAY TO TOUGH IT OUT 11/23/2008 INVESTMENT ALTERNATIVES: THE NITTY GRITTY 11/20/2008 A MONTHLY PENSION INCOME CAN PROTECT YOUR PORTFOLIO 11/16/2008 SILVER LININGS FOR A DECADE OF MISERABLE INVESTMENT RETURNS 11/13/2008 THE LEHMAN TREASURY ETF IS SAFE 11/09/2008 WORKERS UNITE! GIVE YOUR PORTFOLIO MANAGERS THE BOOT 11/06/2008 LOWER EARNINGS WON'T HAVE BIG IMPACT ON S.S. BENEFITS 11/02/2008 SOCIAL SECURITY FOR THE YOUNG 10/30/2008 THE PROBLEM WITH 'LIVING BENEFITS' 10/26/2008 AT LEAST YOU STILL HAVE YOUR HUMAN CAPITAL 10/23/2008 WATCHING CALIFORNIA: THE NATIONAL YARD SALE BEGINS 10/19/2008 GETTING AN ECONOMIC GRIP 10/16/2008 HOW HISTORY IS LIKELY TO SEE OUR FINANCIAL CRISIS 10/12/2008 TWO CANDIDATES WITH A NASTY SECRET 10/02/2008 LIFE, DEATH AND MONTHLY INCOME 09/28/2008 PROMISES, PROMISES, PROMISES 09/25/2008 MARKET TIMING IS MARKET TIMING 09/21/2008 READING THE NEW MAP 09/18/2008 SOMETIMES EVERYTHING WE DO IS AN ACCIDENT WAITING TO HAPPEN 09/14/2008 MEDICARE BIGGEST THREAT TO RETIREMENT STANDARD OF LIVING 09/11/2008 LIFE, DEATH AND SOCIAL SECURITY BENEFITS 09/07/2008 REPLACEMENT BAIT: WHY THE 80 PERCENT RULE IS WRONG 09/04/2008 TAKING SOCIAL SECURITY BENEFITS NOW VS. LATER 08/31/2008 GIFTING, FEASTING AND SHARING 08/28/2008 YOU CAN BE A COUCH POTATO IN THE THRIFT SAVINGS PLAN 08/24/2008 VARIABLE ANNUITY WATCH, 2008 08/21/2008 RECOGNIZING THE DIFFERENT ANNUITIES 08/17/2008 WILL YOU DIE BROKE? MAYBE NOT 08/14/2008 FOR RETIREMENT, MAKE HIGH-PROBABILITY BETS 08/10/2008 THE POWER OF ATTENTIVE SPENDING 08/07/2008 MEET THE ALTERNATIVE MINIMUM TAX FOR THE RETIRED 08/03/2008 WANT A GOOD RAISE? RETIRE 07/31/2008 THE RUSH FOR SAFETY HAS REDUCED YIELDS 07/27/2008 COMING SOON? TAX INFLATION 07/24/2008 MORTGAGES AND RETIREES DON'T MIX 07/20/2008 IS IT TIME TO JUNK THE SUV? 07/17/2008 STEPS FOR GETTING A GUARANTEED LIFETIME INCOME 07/13/2008 INVEST FOR YOUR FUTURE, NOT THE FINANCIAL SERVICES INDUSTRY 07/10/2008 YOUR BROKER IS A HAMMER -- DON'T BE A NAIL 07/06/2008 LETTER FROM MAINE: REINVENTION TRUMPS LOSS 07/03/2008 INFLATION-PROTECTED SECURITIES GOOD FOR LONG-TERM RESULTS 06/29/2008 THREE BIG (BUT EASY) LEVERS ON YOUR RETIREMENT SPENDING 06/26/2008 YES, YOU'RE A VIRTUAL MILLIONAIRE, BUT SO IS EVERYONE ELSE 06/22/2008 JOHN AND JANE BIGHOUSE DOWNSIZE 06/19/2008 FIXED INCOME AN ESSENTIAL PART OF RETIREMENT PORTFOLIO 06/15/2008 MEDICARE PREMIUMS AND YOUR RETIREMENT STANDARD OF LIVING 06/12/2008 INVESTMENT RETURNS: IT'S ALWAYS RELATIVE 06/08/2008 THE 'N' FACTOR AND RETIREMENT PLANNING 06/05/2008 DEATH, TAXES AND REQUIRED MINIMUM DISTRIBUTIONS 06/01/2008 ANOTHER REASON OIL PRICES ARE SOARING 05/22/2008 TOOLS FOR EVALUATING YOUR 401(K) PLAN 05/18/2008 HOW TO SURVIVE ON $15,000 A YEAR 05/15/2008 IMMEDIATE ANNUITIES CAN BE A USEFUL TOOL 05/11/2008 THE VALUE OF AMERICA, IN BARRELS 05/08/2008 YOU CAN RETIRE EARLY, BUT IT MAY REQUIRE A MAJOR 'RESET' 05/04/2008 THE TRUTH ABOUT INCOME TAXES 05/01/2008 SAME FUND FAMILY BUT LESS RISK 04/27/2008 PRIUS AT FIVE 04/24/2008 THE VALUE OF ATTENTIVE SPENDING 04/20/2008 A TRULY SPLENDID EXCHANGE 04/17/2008 STAY THE COURSE, BUT RETHINK SHELTER 04/13/2008 LETTER FROM MEXICO: IN PUERTO VALLARTA, CONDOS-ARE-US 04/03/2008 A LARGER HOUSE ISN'T A GOOD DEFENSE AGAINST INFLATION 03/30/2008 ENDING INSIDER RATING AND THE CREDIT CRISIS 03/27/2008 A RETIREMENT EXPENSE YOU CAN CONTROL: SHELTER EXPENSES 03/23/2008 THE LAST BUBBLE 03/20/2008 COUCH POTATO PORTFOLIOS AREN'T ABOUT CHANGE 03/16/2008 THE LEGACY DISTRIBUTION SYSTEM, PART 3: 03/13/2008 ALTERNATIVES TO A MONEY MANAGER GIFT HORSE 03/09/2008 MEASURING THE COST OF THE LEGACY DISTRIBUTION SYSTEM 03/06/2008 ONE GOOD STEP TOWARD SECURITY: PAY DOWN DEBT 03/02/2008 WHAT 'FINANCIAL ADVISER' MEANS 95 PERCENT OF THE TIME 02/28/2008 IF YOU'RE 85, DREAM ON. BUT IF YOU'RE 35, GET BUSY 02/24/2008 HAZARD AT THE EXTREMES 02/21/2008 WHEN, AND HOW, TO REBALANCE OUT OF HIGH-RETURN FUNDS 02/17/2008 RAISE YOUR LIVING STANDARD -- REAPPLY FOR SOCIAL SECURITY 02/14/2008 HOW TO MANAGE MULTIPLE ACCOUNTS 02/10/2008 SHOULDN'T WE BE REALLY NICE TO EVERYONE? 02/07/2008 THERE IS NO CURE FOR NEST-EGG ANXIETY 02/06/2008 02/03/2008 9/11 AND THE FORECLOSURE CRISIS 01/31/2008 WHEN IN DOUBT, ASK FOR THE SUPPORTING RESEARCH 01/27/2008 LETTER FROM FLORIDA: SLIDER-LAND 01/24/2008 IT'S THE TOTAL PORTFOLIO RETURN THAT COUNTS 01/20/2008 THE 2007 COUCH POTATO REPORT: PUT SLOTH TO WORK FOR YOU 01/17/2008 WHERE TO LEARN MORE ABOUT YOUR SOCIAL SECURITY BENEFITS 01/13/2008 MAKING COMMODITIES PART OF YOUR PORTFOLIO 01/10/2008 LOWER FEES EQUALS MORE RETIREMENT INCOME 01/06/2008 LESS VULNERABLE THAN YOU THINK 01/03/2008 SELECTING AN ADVISER 12/30/2007 FEARLESS FORECASTS, 2008 12/27/2007 FOR MANY, A ROTH CONVERSION ISN'T A GOOD IDEA 12/23/2007 THE COMING NATIONAL YARD SALE 12/20/2007 U.S. EQUITIES ARE INTERNATIONAL, AND VICE VERSA 12/16/2007 THE ART (AND BENEFIT) OF THE 'STEADY EDDY' PORTFOLIO 12/06/2007 WHAT CAN WE DO ABOUT GOVERNMENT DEBT? 12/02/2007 FIDELITY CHARITABLE GIFT FUND EMBRACES INDEX INVESTING 11/29/2007 DIVERSIFICATION IS THE ANSWER, WHATEVER THE QUESTION 11/25/2007 A RADICAL RETIREMENT SOLUTION 11/22/2007 HOW TO PROTECT YOURSELF FROM A FALLING DOLLAR 11/18/2007 MAGIC IN FINANCE, PART 4: GOVERNMENT, THE BIG MAGICIAN 11/15/2007 IT'S ALL ABOUT TIME AND MONEY 11/11/2007 MAGIC IN FINANCE, PART 3: EQUITY-INDEXED LIFE INSURANCE 11/08/2007 A BETTER BUILDING BLOCK 11/04/2007 MAGIC IN FINANCE, PART 2: AN ALTERNATIVE TO LIVING BENEFITS 11/01/2007 TARGET FUNDS ARE GOOD MARKETING BUT LOUSY PERSONAL FINANCE 10/28/2007 MAGIC IN FINANCE, PART 1: THE MAGIC OF A TRICKY MORTGAGE 10/25/2007 LEAVING A VARIABLE ANNUITY CAN IMPROVE YOUR RETURNS 10/21/2007 HOW MUCH DO YOU PAY FOR FINANCIAL SERVICES? 10/18/2007 RETIRED COUPLE NEEDS LESS INCOME THAN FAMILY WITH CHILDREN 10/14/2007 THE MONSTER THAT ATE SOCIAL SECURITY 10/11/2007 WHY WE'RE ALL CONFUSED ABOUT 'SAFE' WITHDRAWAL RATES 10/07/2007 DEJA VU, TEXAS 09/27/2007 ON TRACK FOR A GOOD RETIREMENT 09/23/2007 DOES IT PAY TO GO TO COLLEGE? 09/20/2007 THERE IS MORE TO RETIREMENT PLANNING THAN INVESTMENTS 09/16/2007 CLOSET GUILT 09/13/2007 TOP OF THE HEAP: MONEY MARKET FUND RETURNS 09/09/2007 RETHINKING THE JOYS OF INFLATION 09/06/2007 GETTING OUT FROM UNDER ISN'T EASY 09/02/2007 JOSEPH VINEYARD, MEET JOE SIX-PACK 08/30/2007 WILL THE REAL SAFE WITHDRAWAL RATE PLEASE STAND UP? 08/26/2007 LORD BYRON SAID IT FIRST 08/23/2007 LONG-TERM CARE INSURANCE A GOOD BET FOR SINGLE WOMEN 08/19/2007 SPOILING A GOOD THING 08/16/2007 HOW TO ESTIMATE YOUR FUTURE SOCIAL SECURITY BENEFIT 08/12/2007 THE NITWIT SECTOR 08/09/2007 THERE IS NO RULE OF THUMB FOR TAXES 08/05/2007 HOW TO IMPROVE THE ODDS OF SELECTING A SUPERIOR MUTUAL FUND 08/02/2007 ROTH IRA A GOOD IDEA EVEN LATE IN THE GAME 07/29/2007 WE'RE BETTER OFF THAN WE THINK 07/26/2007 CLOSE YOUR EYES, HOLD YOUR BREATH, AND JUMP! 07/22/2007 VARIABLE ANNUITY WATCH, 2007 07/19/2007 SEARCHING FOR YIELD 07/15/2007 BUY CLOSED-END FUNDS AT A DISCOUNT 07/12/2007 NEARING REQUIRED MINIMUM DISTRIBUTIONS? TAKE LESS RISK 07/08/2007 THE PERILS OF HYPERACTIVE INVESTING 07/05/2007 A MORE EXPENSIVE HOUSE IS A MORE EXPENSIVE HOUSE 07/01/2007 SURPRISE! A MOVEABLE FEAST OF WATERFRONT 06/21/2007 FOR RETIREES, RENTING CAN BE BETTER THAN OWNING 06/17/2007 ADAPTATION AND THE CLASS OF 1962 06/14/2007 ENHANCED INDEX FUNDS: INTERESTING BUT PROBLEMATIC 06/10/2007 THE DARKEST HORSE 06/07/2007 WHEN IT COMES TO COLLEGE SAVING, KEEP IT SIMPLE 06/03/2007 SALES COMMISSIONS VERSUS REALITY 05/31/2007 IT'S EXPENSIVE TO HAVE THE INVESTMENT COME TO YOU 05/27/2007 WHO WILL GET YOUR EMPLOYER'S 401(K) CONTRIBUTIONS? 05/24/2007 WHEN THE SKY FALLS, IT WILL DO SO SLOWLY 05/20/2007 THE SUBLIME BEAUTY OF INFLATING HOUSES 05/17/2007 THE BEST OF TWO WORLDS: VANGUARD INSIDE USAA 05/13/2007 AN URBAN LEGEND: THE RETIREMENT INCOME REPLACEMENT RATE 05/10/2007 HOW TO GET A GOOD RETURN ON YOUR CASH 05/06/2007 FASHIONABLE DOWNSIZING 05/03/2007 IT'S IMPORTANT TO KNOW YOUR TAX BRACKET 04/29/2007 THE REALITIES OF RETIREMENT INCOME 04/26/2007 AN 8 PERCENT YIELD MEANS MAJOR RISK 04/22/2007 APRIL 15 AND THE RISING PRICE OF CIVILIZATION 04/19/2007 THE MANY LEVELS OF INVESTMENT EXPENSE 04/15/2007 EQUITY-INDEXED ANNUITIES: LONG ON SIZZLE, SHORT ON STEAK 04/12/2007 DON'T GRIEVE OVER NOT MAXING-OUT PLAN CONTRIBUTIONS 04/08/2007 THE SUBLIME BEAUTY OF FALLING KNIVES 03/29/2007 PLANNING A CALIFORNIA HOME SALE AND MOVE TO TEXAS 03/25/2007 WANTED: A FEW DARING EXECUTIVES 03/22/2007 LEARNING MORE ABOUT EXCHANGE-TRADED FUNDS 03/18/2007 HOW TO GIVE AND SPEND MORE IN RETIREMENT 03/15/2007 RETIREES: HAVE A 'GOOD TIMES' FUND 03/11/2007 THE LONG-TERM COST OF HIGH INVESTMENT EXPENSES 03/08/2007 A TOUGH DECISION ABOUT A VARIABLE ANNUITY 03/04/2007 GRIEVING FOR THE LOST HOME DEPOT 03/01/2007 MAKING BETS ON A FALLING DOLLAR ISN'T EASY 02/25/2007 IT'S ABOUT TIME 02/22/2007 PORTFOLIOS ARE ABOUT MORE THAN THE YEAR YOU RETIRE 02/18/2007 IS 2007 THE YEAR FOR GROWTH STOCKS? 02/15/2007 HOMEOWNERSHIP GLASS EMPTY? CHECK THE PENSION GLASS 02/11/2007 STILL MORE COUCH POTATO BUILDING BLOCK PORTFOLIOS 02/08/2007 WHAT IS MY PENSION WORTH? 02/04/2007 THE COUCH POTATO BUILDING BLOCKS, 2006 02/01/2007 USING ETFS TO BUILD A PORTFOLIO 01/25/2007 WAITING TO BUY 01/21/2007 WHERE DOES YOUR MONEY GO? 01/18/2007 ANNUITIES: SOME ARE USEFUL, SOME NOT 01/14/2007 THE OLD-FASHIONED ALTERNATIVE TO INVESTING 01/11/2007 THE WORST FORM OF INVESTING EXCEPT FOR ALL THE OTHERS 01/07/2007 ANSWERING A SIMPLE QUESTION 01/04/2007 INCOME LIMITS FROM YOUR NEST EGG 12/31/2006 FEARLESS FORECASTS -- 2007 12/28/2006 EIGHT PERCENT, YOU MUST BE DREAMING 12/24/2006 ANOTHER HAPPY YEAR FOR SLOTH AND PASSIVITY! 12/21/2006 I SAVINGS BONDS ARE COMPLEX BUT REWARDING 12/17/2006 READ YOUR WAY TO WEALTH AND HAPPINESS 12/14/2006 TAKE MORE FROM YOUR NEST EGG AS YOU AGE 12/10/2006 FOUR MILESTONES FOR SUCCESSFUL INVESTING 12/07/2006 THE IMPACT OF FUTURE EARNINGS ON SOCIAL SECURITY BENEFITS 12/03/2006 A TALE OF TWO TRANSACTIONS 10/01/2006 A REAL LIFE CASE FOR DELAYING SOCIAL SECURITY BENEFITS 09/28/2006 GETTING YOUR 'MONEY'S WORTH' FROM LIFE ANNUITIES 09/26/2006 HIDDEN GEMS VS. OBVIOUS WINNERS 09/14/2006 HOW TO REDUCE RISK IN RETIREMENT WITHDRAWALS 09/12/2006 THE 401(K) BROKERAGE WINDOW, REVISITED 09/10/2006 RETIREMENT INCOME PLANNING, ADVANCED VERSION 09/07/2006 BOND LADDERS MAKE SENSE AND COST LITTLE 09/05/2006 'LITTLE BOOK' NEEDS LARGER PORTFOLIO 09/03/2006 WHY DIVORCE WILL LOWER YOUR STANDARD OF LIVING 08/31/2006 TAXES ON HOME GAINS HAVE BEEN REDUCED, NOT INCREASED 08/29/2006 FIVE IMPORTANT STEPS BEFORE RETIRING 08/27/2006 YOUR RETIREMENT MAY BE BETTER THAN YOU THINK 08/24/2006 HOW TO WORK YOUR WAY OUT OF DEBT 08/22/2006 HOW MUCH IS TOO MUCH? 08/20/2006 EVEN THE WEALTHY NEED SOCIAL SECURITY 08/17/2006 LOWER TAX RATES TRUMP TAX DEFERRAL 08/15/2006 PROWLING THE MUTUAL FUND DATABASE 08/13/2006 YES, THE RICH HAVE (STILL) MORE MONEY 08/10/2006 A PLAN FOR RETIREMENT DOWNSIZING 08/08/2006 READERS: MORE WAYS TO INCREASE INVESTMENT INCOME 08/06/2006 BLOGGING AWAY DEBT 08/03/2006 08/01/2006 HOW TO EXIT A VARIABLE ANNUITY 07/30/2006 TIPS ARE STILL A GOOD BET 07/27/2006 TRAVEL, YES. REVERSE MORTGAGE, NO. 07/25/2006 ARE WE THERE YET (PART TWO)? 07/23/2006 ARE WE THERE YET (PART ONE)? 07/20/2006 THE BEST RETIREMENT FORMULA: MAKE YOUR OWN 07/18/2006 CASH: IT'S NOT TRASH ANYMORE 07/16/2006 THE COST OF FINANCIAL INDEPENDENCE HAS DECLINED 07/13/2006 ARE MUTUAL FUNDS REALLY LOUSY INVESTMENTS? 07/11/2006 TEMPEST ON AN INDEX 07/09/2006 INDEX FUND WINS RACE AGAINST VARIABLE ANNUITY STABLE 07/06/2006 REFINANCING TO A FIXED RATE MAY NOT BE BENEFICIAL 07/04/2006 THE BARREL STANDARD, REVISITED 07/02/2006 TWO LIVES: REIMAGINED AND BETTER 06/22/2006 THE BEST PLACE FOR YOUR HOME EQUITY IS AT HOME 06/20/2006 THE DOLLAR LOSES VALUE EVERY DAY 06/18/2006 GO MIDWEST, YOUNG WOMAN, GO MIDWEST 06/15/2006 LEARN HOW TO AVOID 'TAXABLE EVENTS' 06/13/2006 THE AIRSTREAM CHRONICLES: PASSAGE TO RED RIVER 06/11/2006 THE AIRSTREAM CHRONICLES: SMALL IS BEAUTIFUL 06/08/2006 FUTURE TAX BILLS: WHY THE YOUNG SHOULD SAVE WITH A ROTH 06/06/2006 RETIREMENT LIVING EXPENSES VS. HEALTH CARE EXPENSES 06/04/2006 RIDE TO LIVE, LIVE TO RIDE 06/01/2006 YOU KNOW YOU ARE RICH WHEN ... 05/30/2006 THE INFLATION RATE IS UNCERTAIN -- BUT THE DIRECTION IS UP 05/28/2006 WHICH IS YOUR RETIREMENT READINESS QUADRANT? 05/25/2006 FROM GOLDEN BOYS TO GOLDEN COINS 05/23/2006 DID THE TREASURY RIP OFF I SAVINGS BOND INVESTORS? 05/21/2006 FAMILIES MAY NEED LESS THAN THEY THINK TO RETIRE 05/18/2006 BONDS LOSE VALUE WHEN INTEREST RATES RISE 05/16/2006 WHEN WORLDS COLLIDE 05/14/2006 THIS YEAR, A $3 TRILLION LUMP UNDER THE RUG 05/11/2006 NO, IT ISN'T OK TO LIE ON YOUR TAX RETURN 05/09/2006 WHY SOME MUTUAL FUNDS ARE DISCUSSED MORE THAN OTHERS 05/07/2006 RISK, FOR ITS OWN SAKE 05/04/2006 KEEP LIFE INSURANCE ONLY IF YOU REALLY NEED IT 05/02/2006 WHY CONSUMPTION SMOOTHING IS IMPORTANT 04/30/2006 THREE YEARS OF PRIUS 04/27/2006 SOLVING A WONDERFUL PROBLEM: WHERE TO PUT YOUR MONEY 04/25/2006 FINANCIAL PLANNING 2.0, PART 8: FINANCIAL MALPRACTICE 04/23/2006 FINANCIAL PLANNING 2.0, PART 7: SHOULD THE POOR INVEST MORE IN STOCKS? 04/20/2006 FEE PYRAMIDING DAMAGES LONG-TERM RETURNS 04/18/2006 FINANCIAL PLANNING 2.0, PART 6: THE VALUE OF EVERYTHING, THE PRICE OF NOTHING 04/16/2006 FINANCIAL PLANNING 2.0, PART 5: FREE MONEY, NO HEAVY LIFTING 04/13/2006 THE EXECUTIVE WAY OF STINKING 04/11/2006 FINANCIAL PLANNING 2.0, PART 4: SOLICITING RISK 04/09/2006 FINANCIAL PLANNING 2.0, PART 3: WHEN QUICK IS DIRTY 04/06/2006 GAUGING THE COST OF MONEY MANAGEMENT 04/04/2006 FINANCIAL PLANNING 2.0, PART 2: THE WRONG NUMBER 04/02/2006 FINANCIAL PLANNING 2.0, PART 1: IS THERE AN ECONOMIST IN THE HOUSE? 03/23/2006 MAKING GOOD USE OF AN EXPENSIVE UNIVERSAL LIFE POLICY 03/21/2006 SETTING A HIGHER STANDARD FOR LIFE-CYCLE FUNDS 03/19/2006 THE 401(K) PLAN OF THE FUTURE, TODAY 03/16/2006 SHOULD YOU HAVE $1 MILLION TO RETIRE? 03/14/2006 SEARCHING FOR TIME-TESTED BALANCED FUNDS 03/12/2006 NOT ALL BAD NEWS -- THE 2004 SURVEY OF CONSUMER FINANCES 03/09/2006 RETIREMENT REQUIRES DIVERSIFICATION, NOT TAX-FREE INCOME 03/07/2006 URBAN LEGENDS IN MUTUAL FUNDS 03/05/2006 BEWARE THE LOTTERY TICKET IN YOUR 401(K) 03/02/2006 HOW TO USE A LIFE ANNUITY 02/28/2006 RICK RUFF, AIRSTREAM GUARDIAN ANGEL 02/26/2006 NOBEL LAUREATE EDWARD C. PRESCOTT SEES POSITIVE FUTURE 02/23/2006 SOMETIMES IT'S BETTER JUST TO PAY DOWN THE MORTGAGE 02/21/2006 AND NOW, "CONGRESS RISK" 02/19/2006 'MAD MAX: THE LATER YEARS' 02/09/2006 FEES INFLUENCE PERFORMANCE AND ASSET ALLOCATION 02/07/2006 THE FACTS OF LIFE (AND DEATH) 02/05/2006 A LIFE REIMAGINED 02/02/2006 WORRY, YES, BUT DON'T OVERDO IT 01/31/2006 NET UNREALIZED APPRECIATION AND OTHER TAX PITFALLS 01/29/2006 FINE-TUNING THE SOCIAL SECURITY BENEFITS DECISION 01/26/2006 TAX-FREE BOND INCOME MAY NOT ESCAPE TAXES 01/24/2006 THE MANY BENEFITS OF I SAVINGS BONDS 01/22/2006 INDEX FUNDS: THE NEXT GENERATION 01/19/2006 YES, YOU CAN HAVE TOO MUCH OF A GOOD THING 01/17/2006 THE NET UNREALIZED APPRECIATION DECISION, UP CLOSE 01/15/2006 HOW THE COUCH POTATO PORTFOLIOS DID IN 2005 01/12/2006 LESS DEBT MEANS MORE PURCHASING POWER 01/10/2006 TO GIVE OR NOT TO GIVE ... 01/08/2006 UNDERSTANDING YOUR HOME AS AN INVESTMENT 12/29/2005 WANT TO LIVE ON A BOAT? GO FOR IT! 12/27/2005 TRUE TORPOR WOULD HAVE PAID BETTER IN 2005 12/25/2005 THE DISCIPLINE OF GIVING 12/22/2005 DON'T SELL COMPANY STOCK IN YOUR 401(K) PLAN WILLY-NILLY 12/20/2005 YOUR BANKER, THE GRINCH 12/18/2005 WORKERS, RETIREES AND THE CONSUMER PRICE INDEX 12/15/2005 WORRIED ABOUT INTEREST RATES? BUILD A LADDER 12/13/2005 THE PAYOFF FOR DEFERRING SOCIAL SECURITY BENEFITS 12/11/2005 ALL THAT GLITTERS IS ALUMINUM 12/01/2005 A SALES REP ASKS PIERCING QUESTIONS 11/29/2005 WHEN AND WHAT YOU SPEND MAKES A DIFFERENCE 11/27/2005 THREE BIG DIVIDENDS FROM A NATIONAL SALES TAX 11/24/2005 USING TIPS AND I SAVINGS BONDS TO CREATE SAFETY 11/22/2005 REAL LIFE MAXIMIZING OF SOCIAL SECURITY BENEFITS 11/20/2005 A BANQUET OF PENNIES 11/17/2005 WHEN YOU HAVE A GOOD HAND, HOLD IT 11/15/2005 THE TAX CODE IS BEYOND REFORM 11/13/2005 MAPPING FLATLAND (PART 1 OF AN OCCASIONAL SERIES) 11/10/2005 INCOME, MEET SAVINGS 11/08/2005 HOW TO TURN LEAD INTO GOLD 11/06/2005 THE FUTURE OF OLD 11/03/2005 NO, YOU CAN'T BORROW YOUR WAY TO RETIREMENT SECURITY 11/01/2005 THE VULNERABLE BOTTOM OF THE INCOME PYRAMID 10/30/2005 THE PLIGHT OF THE AFFLUENT 10/27/2005 'ACCELERATED' PENSION BENEFITS CONVENIENT BUT COSTLY 10/25/2005 WHEN TO INVEST, WHEN TO PAY DOWN DEBT 10/23/2005 PERSONAL AND FINANCIAL CAPITAL 10/20/2005 BEAT THE RUSH AND SELL STOCK NOW? 10/18/2005 RATING YOUR 401(K) PLAN 10/16/2005 GPY, NOT MPG 10/13/2005 SHOULD DIVIDENDS BE REINVESTED? 10/09/2005 AMERICAN GENERATIONS, PART 5: 1997 10/06/2005 ROTH 401(K) PLANS: THE BASICS 10/04/2005 AMERICAN GENERATIONS, PART 3: 1963STEVE REACHES FOR THE SKY 10/02/2005 AMERICAN GENERATIONS, PART 3: 1963STEVE REACHES FOR THE SKY 09/29/2005 REAL ESTATE: SO WHAT DO WE DO NOW? 09/25/2005 AMERICAN GENERATIONS, PART 2 09/22/2005 SOMETIMES IT PAYS TO PAY TAXES NOW 09/20/2005 FOUR WINDOWS ON AMERICA: PART 2 09/18/2005 FOUR WINDOWS ON AMERICA: PART 1 09/08/2005 PORTFOLIO SURVIVAL VS. PERSONAL SURVIVAL 09/06/2005 TAKING MISSED FORTUNE TO THE REALITY LAB 09/04/2005 SOME FORTUNES ARE LOST -- OTHERS ARE MISSED 09/01/2005 YOU SHOULDN'T INVEST IN DIVIDENDS ALONE 08/30/2005 WHEN TO CONSIDER A ROTH IRA 08/28/2005 HOW MUCH SHOULD WE WORRY ABOUT HOME VALUES? 08/25/2005 YES, YOU CAN HAVE TOO MUCH OF A GOOD THING 08/23/2005 A HIDDEN SILVER LINING IN PARENTING 08/21/2005 WHY YOUNG FAMILIES ARE ALWAYS BROKE 08/18/2005 HOW CAN BONDS RETURN MORE THAN THEY YIELD? 08/16/2005 SIMPLE INDEXING OR SOPHISTICATED INDEXING? 08/14/2005 CONSUMPTION: IT'S JUST SO 1950 08/11/2005 ASSET ALLOCATION: PROTECTION FROM OVERVALUATION 08/09/2005 CAN ANYTHING GO WRONG WITH ENERGY INVESTING? 08/07/2005 FOR INVESTMENT ADVICE, SMALL IS BEAUTIFUL 08/04/2005 PENSION MAXIMIZATION -- A NICE IDEA THAT SELDOM WORKS 08/02/2005 A MODEL GOVERNMENT PLAN 07/31/2005 DON'T MAKE BETS -- OWN THE CASINO 07/28/2005 SHAKE HANDS, BUT COUNT YOUR FINGERS 07/26/2005 THE COFFEEHOUSE PORTFOLIO VS. THE COUCH POTATO PORTFOLIO 07/24/2005 A SMALL PRICE TO PAY FOR A PRICELESS GIFT 07/21/2005 SHORT-TERM INVESTING FOR COLLEGE 07/19/2005 FINDING THE DREAM ECONOMY 07/17/2005 IN THE FUTURE, YOU'LL NEED LESS MONEY, THE SEQUEL 07/14/2005 TIPS HAVE AN ADVANTAGE IN PERIODS OF INFLATION 07/12/2005 ANSWERING THE VARIABLE ANNUITY INDUSTRY 07/10/2005 WHAT I LEARNED ON MY SUMMER VACATION 07/07/2005 IN DOUBT ABOUT SOCIAL SECURITY BENEFITS? VISIT THE WEB SITE 07/05/2005 PENSIONS AND INFLATION (PART 2): PENSION GUARD INVESTING 07/03/2005 PENSIONS AND INFLATION: THE HIGH COST OF MODEST INFLATION 06/16/2005 POSITIONING FOR RETIREMENT IS AS IMPORTANT AS INVESTING 06/14/2005 FIDUCIARY SCORING YOUR 401(K) FUNDS 06/12/2005 AN ACTION HERO FOR 401(K) PLANS 06/09/2005 SOCIAL SECURITY TAXATION IS ALWAYS A COMPLICATED SUBJECT 06/07/2005 WHEN ARE INVESTMENT FEES TOO HIGH? 06/05/2005 THE OVERLOOKED $2.3 TRILLION DEFICIT 06/02/2005 COMPARING I SAVINGS BONDS AND TIPS FUNDS 05/31/2005 GEORGE FRIEDMAN AND AMERICA'S SECRET WAR 05/29/2005 DIFFERENT DRUMMER INVESTING 05/26/2005 NO NEED TO WORRY ABOUT FUND INDEX CHANGE 05/24/2005 WILL YOUR SOCIAL SECURITY BENEFITS BE TAXED? 05/22/2005 REAL PEOPLE VS. PROGRESSIVE INDEXING 05/19/2005 SHOULD YOU PAY TAXES TODAY? 05/17/2005 THE NEW TAX REALITY 05/15/2005 BREAKING THE SOCIAL SECURITY LOGJAM 05/12/2005 NEW PLAN PASSES SMELL TEST, FAILS THINKING TEST 05/10/2005 IT'S TIME TO CHECK OUT I SAVINGS BONDS 05/08/2005 THE 401(K) PLAN IN YOUR ZIP CODE 05/05/2005 UNDERSTANDING THE NEW EE SAVINGS BONDS 05/03/2005 PAYING OFF MORTGAGE VS. INVESTING, RE-EXAMINED 05/01/2005 CALIFORNIA: WORKING-STIFF HOUSES, FAT-CAT PRICES 04/28/2005 BUILDING AND USING YIELD LADDERS 04/26/2005 A HUMMER OF AN ECONOMIC INDICATOR 04/24/2005 LAST YIELD RISING 04/21/2005 DOWNSIZING YOUR HOME CAN BE A VERY GOOD THING 04/19/2005 FUTURE RETIREES WILL PAY MORE TAXES 04/14/2005 POSITIONING YOUR PORTFOLIO FOR WITHDRAWALS 04/12/2005 SQUEEZING THE WORKING GENERATION 04/10/2005 HOW MEDICARE WILL OVERWHELM SOCIAL SECURITY 04/07/2005 HOW MORTGAGE LENDERS CAN MAKE MONEY WITHOUT FEES 04/05/2005 TIME IS MONEY 04/03/2005 GM AND FORD ARE NATIONAL SECURITY RISKS 03/31/2005 RULES OF THUMB AREN'T MEANT TO BE PRECISE 03/29/2005 THE ROAD NOT TAKEN, PART 2: DUMP THE TAX CODE 03/27/2005 THE ROAD NOT TAKEN, PART 1: ENERGY EFFICIENCY IN OUR FUTURE 03/24/2005 IS THE CPI FOR REAL? 03/22/2005 PUTTING THE BUILDING BLOCK PORTFOLIOS TOGETHER 03/20/2005 INTRODUCING THE COUCH POTATO BUILDING BLOCKS 03/17/2005 SPENDING IS ONLY PART OF THE SOCIAL SECURITY PROBLEM 03/10/2005 CHOICES FOR A 'MATURED' ANNUITY 03/08/2005 GETTING OUT OF DEBT: HOW TO DO IT 03/06/2005 LEARNING FROM THE MONEY RIVER OF AMERICA 03/03/2005 IS THERE ANY VALUE IN COMMISSIONED INVESTMENTS? 03/01/2005 ALAN GREENSPAN PUTS A NEW DATE ON OUR CALENDAR 02/27/2005 THE GLASS HALF-FULL 02/24/2005 EARLY PENSION: TAKE THE MONEY AND INVEST IT 02/22/2005 AN INTERVIEW WITH MR. FUND ALARM 02/20/2005 LISTENING TO THE ROCK STARS OF INVESTING 02/17/2005 INTRODUCING THE EXTREME RISK-AVERSION PORTFOLIO 02/15/2005 A VERY SIMPLE INVESTMENT PLAN -- GOOD BALANCED FUNDS 02/13/2005 AS IF SOCIAL SECURITY WASN'T ENOUGH TO WORRY ABOUT ... 02/10/2005 HOW TO FIGURE THE TRUE COST OF NEW BORROWING 02/08/2005 SOCIAL SECURITY: THE WORST-CASE SCENARIO 02/06/2005 SOCIAL SECURITY IS AN IMPORTANT PART OF PERSONAL FINANCE 02/03/2005 DEALING WITH DEBT REQUIRES TEAMWORK, SELF-EXAMINATION 02/01/2005 RETURN TO BIG BEND 01/30/2005 MY (INNOCENT) MEXICAN DRUG RUN 01/27/2005 DEFENDING YOURSELF FROM THE DECLINING DOLLAR 01/25/2005 INVESTING TO LIVE ABROAD, OR SAVE PURCHASING POWER 01/23/2005 MAS TEQUILA! THE 2004 COUCH POTATO PORTFOLIO REPORT 01/20/2005 LOAD VS. NO LOAD FUNDS: DISTRIBUTION, NOT MAGIC 01/18/2005 A NEW DEAL FOR THE 21ST CENTURY 01/16/2005 SENIORS GET THE MONEY; THE KIDS GET THE SHAFT 01/13/2005 THE RISKS (AND REWARDS) OF GNMA FUNDS 01/11/2005 BONDS -- THE FORGOTTEN COMPETITOR 01/09/2005 HOW LONG WILL YOU LIVE -- AND WHAT DO YOU DO ABOUT IT? 01/06/2005 A CLOSER LOOK AT FUND EXPENSES 01/04/2005 SOCIAL SECURITY AND THE FOUR-WAY FAIRNESS TEST 01/02/2005 FEARLESS FORECASTS FOR 2005 12/30/2004 SOMETIMES, WE NEED TO CHANGE OUR HABITS 12/28/2004 THE MEA CULPA REPORT, 2004 12/26/2004 NOW WE KNOW WHERE THE GRINCH LIVES 12/23/2004 EXAMINING THE COFFEEHOUSE PORTFOLIO 12/21/2004 BALANCED FUNDS FOR THE FANATICALLY LAZY INVESTOR 12/19/2004 THE REALLY LONG VIEW 12/16/2004 FOR A GOOD INVESTMENT, DELAY TAKING SOCIAL SECURITY 12/09/2004 TO BECOME YOUR OWN BANKER, YOU MUST MAKE DEPOSITS 12/07/2004 MEASURING ALL MUTUAL FUND COSTS 12/05/2004 THE LAZY MONEY PROBLEM 12/02/2004 IT COSTS MONEY TO MARKET MUTUAL FUNDS 11/30/2004 NEW RULES FOR RETIREMENT SPENDING? 11/28/2004 INDEX FUNDS: THE NEXT GENERATION 11/25/2004 ... AND COUNTLESS BLESSINGS YET TO COME 11/23/2004 HOW TO PLAY CATCH-UP ON RETIREMENT 11/21/2004 SIR JOHN TEMPLETON URGES CAUTION 11/18/2004 CAN WE AFFORD TO RETIRE TO AN EXPENSIVE AREA? 11/16/2004 LIFE INSURANCE FOR A YOUNG COUPLE 11/14/2004 HOW TO GET RICH: INVEST YOUR EMPLOYMENT TAXES 11/11/2004 THE TEST OF SECURITY: REAL WEALTH, EASILY ACCESSIBLE 11/09/2004 REVISITING THE PAST TO LEARN ABOUT THE FUTURE 11/07/2004 IT'S TIME TO CLEAN UP THEIR ACT 11/04/2004 IS THE CONSUMER PRICE INDEX ACCURATE? 11/02/2004 THE VERY LONELY CROWD 10/31/2004 EXPLORE YOUR UNRECOGNIZED BORROWING CAPACITIES 10/28/2004 SHOULD YOU HAVE A MORTGAGE AFTER RETIREMENT? 10/26/2004 YES, THERE IS REASON TO LIVE 10/24/2004 RETIREES: HAVE YOU CHECKED YOUR SUPPORT GROUP LATELY? 10/21/2004 TALES OF TWO AGING MOMS 10/19/2004 NEED FOR LONG-TERM CARE INSURANCE IS STILL IN DOUBT 10/17/2004 TELEVISION: TAKE THE GUN -- LEAVE THE CANNOLI 10/14/2004 QUESTIONS SHOW RISING HOMEOWNER WORRY 10/12/2004 A NEW AGE IN RETIREMENT INVESTING BEGAN ON AUG. 31 10/10/2004 VARIABLE ANNUITY WATCH, CONTINUED 10/07/2004 PAYING OFF DEBTS CAN PROVIDE BREATHING SPACE 10/05/2004 THE FOUR-BAG PORTFOLIO 10/03/2004 THE ICEBERG OF PROMISES 09/23/2004 LEARNING HOW YOUR FUND IS DOING 09/21/2004 MAJOR INDEX FUNDS ARE SUPERIOR, NOT 'AVERAGE' 09/19/2004 ROCKING THE EMPTY CRADLE 09/16/2004 HOW TO STRETCH FIXED-INCOME INVESTING 09/14/2004 AFFECTION AND FORETHOUGHT: WORTH MILLIONS 09/12/2004 THE DARK PONY PARTY RIDES AGAIN 09/09/2004 THE BENEFITS OF INVESTING THROUGH TAXABLE ACCOUNTS 09/07/2004 THE TWO-MARTINI LUNCH OF THE UPPER MIDDLE CLASS 09/05/2004 THE SQUEEZE IS BACK 09/02/2004 ESCAPING THE SOCIAL SECURITY TAX GANTLET 08/31/2004 A TOUGH SCREEN FOR MANAGED FUND PERFORMANCE 08/29/2004 THE END IS (NOT) NEAR 08/26/2004 THE POWERFUL ECONOMICS OF DOWNSIZING 08/24/2004 TRADE YOUR CAR, GIVE YOURSELF A RAISE 08/22/2004 THE NURTURE TAX 08/19/2004 WHAT ABOUT COMMISSIONS ON EXCHANGE-TRADED FUNDS? 08/17/2004 USING A LIFE ANNUITY TO SOLVE A FAMILY PROBLEM 08/15/2004 HAVE DRILLING KNOWLEDGE, WILL TRAVEL 08/12/2004 CHANGES HORSES IN THE MUTUAL FUND DERBY 08/10/2004 THE NEWEST INVESTMENT VEHICLE HAS FOUR WHEELS 08/08/2004 THE BEST INVESTMENT IS DEBT REDUCTION 08/05/2004 WHY TAX-FREE INVESTING OFTEN DOESN'T WORK 08/03/2004 A NEW KIND OF DEFICIT IS COMING OUR WAY 08/01/2004 IS INVESTING WORTHWHILE? 07/29/2004 PLAYING AGAINST MENSA 07/27/2004 WHAT SHOULD YOUR SAVINGS EARN? 07/25/2004 FOLLOW THE CASH 07/22/2004 USING LIFE INSURANCE TO INCREASE PENSION BENEFITS 07/20/2004 UNDERSTANDING SOCIAL SECURITY AND THE FUTURE 07/18/2004 A SHORT, EASY SUMMER READING LIST 07/15/2004 SALESPEOPLE DON'T SELL NON-COMMISSIONED PRODUCTS 07/13/2004 WHO PAYS THE TAXES? 07/11/2004 THE THREE REALLY BIG MONKEYS AND THE FIDUCIARY 07/08/2004 'WHERE IS OUR BUBBLE?' 07/06/2004 IN PRAISE OF BASIC BALANCE 07/04/2004 HEY, KID! GOT $8.6 TRILLION? 07/01/2004 BALANCE, NOT SAFETY OR BIG BETS, BRINGS GOOD RETURNS 06/29/2004 'LET THE RICH PAY MORE PAYROLL TAXES' 06/27/2004 HOW TO MANAGE YOUR PERSONAL DYNASTY ACCOUNT 06/24/2004 A NEW GROWTH OPPORTUNITY: STAY-AT-HOME PARENT 06/22/2004 THE POWER OF DEBT ELIMINATION 06/20/2004 THE GHOST OF CONSUMPTION PAST 06/17/2004 FOR SOME, THERE ARE ALTERNATIVES TO REVERSE MORTGAGES 06/15/2004 RUMORS OF ITS DEATH ARE GREATLY EXAGGERATED 06/13/2004 ESTIMATE YOUR NEEDED RETIREMENT INCOME AND NEST EGG 06/03/2004 FINANCIAL SECURITY ISN'T THE SAME AS 'DEBT-FREE' 06/01/2004 PORTFOLIO SURVIVAL: INCOME TRUMPS DIVERSIFICATION 05/30/2004 THE BARREL STANDARD, REVISITED 05/27/2004 ARE I SAVINGS BONDS STILL ATTRACTIVE INVESTMENTS? 05/25/2004 OPPORTUNITY IN INFLATION-PROTECTED BONDS 05/23/2004 INFLATION IS REAL, DEFLATION ISN'T 05/20/2004 YES, YOU CAN INVEST IN STERLING- OR YEN-BASED CDS 05/18/2004 A GENERATION GAP IN THE FORTUNE 500 05/16/2004 INTEREST RATES: UP IS GOOD FOR MANY 05/13/2004 A PRENUP WON'T SOLVE THIS PROBLEM 05/11/2004 LET'S HAVE THREE CHEERS FOR HIGHER INTEREST RATES! 05/09/2004 LET'S PRIVATIZE SOCIAL SECURITY! 05/06/2004 IN CREDIT, IT'S THE MONTHLY PAYMENT THAT COUNTS 05/04/2004 A MATTER OF LIFE AND DEATH 05/02/2004 'LIVING LITE' -- READERS POINT THE WAY 04/29/2004 GAY MARRIAGE WOULD NOT ENDANGER SOCIAL SECURITY 04/27/2004 THE NEW LIBERTY SHIPS 04/25/2004 GAMING THE TAX SYSTEM 04/22/2004 GOOD HEALTH INSURANCE REQUIRES RESEARCH 04/20/2004 BLACKJACK TECHNOLOGY 04/18/2004 A NEW HOME ECONOMICS 04/15/2004 TAKE YOUR MONEY AND RUN FROM JANUS AND STRONG? 04/13/2004 UNLOCKING THE SECRET OF RV LIVING 04/11/2004 A VISION FULFILLED IN MESA 04/08/2004 IT'S OK TO LEAVE MONEY BEHIND 04/06/2004 DEATH, TAXES AND SNOW 04/04/2004 I HAVE SEEN THE FUTURE AND IT'S GOT WRINKLES 04/01/2004 A LIFE INSURANCE POLICY TO DIE FOR 03/30/2004 CHARLIE BLACKWELL'S VISION 03/28/2004 JOHN AND LORRAINE HAY -- 'FULL-TIMERS' 03/25/2004 YES, THERE ARE ALTERNATIVES TO 529 PLANS 03/23/2004 YOUR PLACE AT THE BEACH: $19,500 03/21/2004 LA DOLCE VITA IN NAPLES, FLORIDA 03/18/2004 IS SOCIAL SECURITY PAYING FOR TAX CUTS? 03/16/2004 A FLOATING RETIREMENT 03/14/2004 LIVING LITE, PART I: WEALTH WITH LESS MONEY 03/11/2004 NEVER FORGET THE POWER OF THE TWO-EARNER COUPLE 03/04/2004 THE PROS AND CONS OF AN EQUAL-WEIGHTED INDEX FUND 03/02/2004 H.R. 975: ANOTHER REASON TO AVOID CREDIT CARDS 02/29/2004 WEALTH INFLATION 02/26/2004 WITH A GOOD MATCH, YOU CAN TOLERATE A POOR FUND FAMILY 02/24/2004 WHAT'S THE REAL COST OF MANAGING YOUR MONEY? 02/22/2004 THE SINGLE WOMAN'S NEST EGG BURDEN 02/19/2004 HIGH WITHDRAWALS CAN WRECK A GOOD FUND CHOICE 02/17/2004 FIDELITY MAGELLAN: 'A STRONG CANDIDATE FOR SALE' 02/15/2004 THE BILLIONS ALWAYS START WITH PIZZA 02/12/2004 HOW TO 'OPTIMIZE' YOUR CREDIT 02/10/2004 WHEN TO REDUCE DEBT, WHEN TO INVEST INSTEAD 02/08/2004 HOW TO COPE WITH THE NEW PARANOIA (AND RETIRE EARLY) 02/05/2004 THE LIFETIME COST OF FREQUENT CAR TRADING 02/03/2004 HOW THE OTHER 87 PERCENT CONTINUE TO LIVE 02/01/2004 FEWER HOMEOWNERS WILL BENEFIT FROM TAX DEDUCTIONS 01/29/2004 MONEY ISN'T THE ONLY RETIREMENT TOOL 01/27/2004 THE LONG-DISTANCE-RUNNER FUND LIST 01/25/2004 THE REWARDS OF DAYLIGHT BURGLARY 01/22/2004 SEVEN STEPS FOR MORE SECURITY 01/20/2004 THE COUCH POTATO SMOOTHS YOUR RIDE 01/18/2004 THE CASE FOR LIFE ANNUITIES 01/15/2004 WORKING OUT RETIREMENT EXPECTATIONS 01/13/2004 MEDICARE, MEDICARE PRESCRIPTIONS, AND LIFE EXPECTANCY 01/11/2004 HOW TO UNDERSTAND COUCH POTATO INVESTING 01/08/2004 NO BLOOD FROM OLD STONES 01/06/2004 THE LOOMING RETIREMENT CLIFF 01/04/2004 SMALL CHANGE MILLIONAIRES NO. 1: FOUR SUMMER JOBS 01/01/2004 SIZING UP A SIMPLE IRA 12/30/2003 A SMALL FORTUNE IN TAX-FREE INCOME IS YOURS 12/28/2003 FEARLESS FORECASTS FOR 2004 12/25/2003 A 25-YEAR-OLD INVESTS FOR THE FAR FUTURE 12/23/2003 CHANGING THE MEA CULPA PORTFOLIO: GOING ETF 12/21/2003 GOLD: PART OF THE HARD ASSET HEDGE 12/18/2003 A STRONG INVESTOR SEARCHES FOR YIELD ALTERNATIVES 12/16/2003 TIP THE CROUPIER 12/14/2003 WHY I AM NOT A MEMBER OF AARP 12/11/2003 THIS YEAR NOT A BIG ONE FOR FUND CAPITAL GAIN DISTRIBUTIONS 12/09/2003 THE SECOND LARGEST TAX INVESTORS PAY 12/07/2003 THE BENEFIT OF PAYING ATTENTION 12/04/2003 FOUR WAYS TO INVEST FOR CURRENT INCOME 12/02/2003 A LESSON IN MARKET ANATOMY 11/30/2003 PERSONAL BANKRUPTCY IS AN EQUAL OPPORTUNITY EVENT 11/27/2003 A COLUMNIST'S THANKSGIVING 11/25/2003 RESPONSE TO SCANDAL: MOVE YOUR MONEY 11/23/2003 THE GREED DISEASE 11/20/2003 REAL ESTATE ISN'T KIND TO EVERYONE 11/18/2003 THE JULY INTEREST SHOCK AND VANGUARD GNMA FUND 11/16/2003 TESTING THE IMPACT OF A HIGHER FUTURE TAX RATE 11/13/2003 GOOD FOR THE SALES REP, BAD FOR YOU 11/11/2003 MARC FABER HAS A WORD FOR YOU: 'CHINA' 11/09/2003 THE GROWING GLITTER OF GOLD 11/06/2003 BENCHMARKING A MANAGER FOR YOUR 401(K) PLAN 10/30/2003 A JOB IS STILL YOUR BEST 'INVESTMENT' 10/28/2003 BARGAIN BUYS ON BASIC LIFE INSURANCE 10/26/2003 BOGLE TO RETIREES: DON'T DO SOMETHING -- JUST STAND THERE! 10/23/2003 SHOULD YOU SELL AN OLD MUTUAL FUND? 10/21/2003 HOW TO PROTECT PENSION INCOME FROM INFLATION 10/19/2003 THE INVESTMENT REVOLUTION OF 2003 10/16/2003 USING I SAVINGS BONDS FOR TAXABLE SAVINGS ACCOUNTS 10/14/2003 EXAMINING WHAT'S OFFERED 10/12/2003 THE WAY WE WERE: WHAT CHANGED 10/09/2003 HOW ABOUT THE DOGS OF THE DOW? 10/02/2003 BOMBAST IS NO SUBSTITUTE FOR DATA 09/30/2003 THE ECONOMICS OF THE FIDELITY 401(K) BROKERAGE WINDOW 09/28/2003 THE GOOD (AND BAD) NEWS ABOUT CONSUMER CREDIT 09/25/2003 WHAT'S MY REAL NET WORTH? 09/23/2003 THE REAL CHANGE IN FAMILY FINANCES 09/21/2003 IT'S OFFICIAL: WE'RE NEARLY WHOLE 09/18/2003 PLANNING FOR THE TAX ON SOCIAL SECURITY BENEFITS 09/16/2003 THE STARBUCKS SOLUTION: PART II 09/14/2003 THE STARBUCKS SOLUTION: PART I 09/11/2003 WITH ENOUGH ASSETS, NURSING HOME COST ISN'T A PROBLEM 09/09/2003 THE BIGGER SCOREBOARD: IMPLIED WEALTH 09/07/2003 SCORE YOURSELF FOR WEALTH, THE SEQUEL 09/04/2003 SAVINGS BONDS VS. FIVE-YEAR TREASURY LADDERS 09/02/2003 INFLATION-PROTECTED IS NOT THE SAME AS TAX-PROTECTED 08/31/2003 CHECK OUT THOSE I SAVINGS BONDS 08/28/2003 NOT TO WORRY, THERE ARE ALTERNATIVES TO EMPLOYER PLANS 08/26/2003 REFORMING THE DEEP END OF THE MORTGAGE MARKET 08/24/2003 THE TRUSTING WIFE (A PARABLE) 08/21/2003 HOW TO TAKE INDOLENCE TO THE NEXT LEVEL 08/19/2003 THE DISADVANTAGE OF VARIABLE ANNUITIES, IN DOLLARS 08/17/2003 TAKE A DEEP BREATH, IF YOU CAN 08/14/2003 FUND EXPENSES, LIKE RESULTS, WILL VARY 08/12/2003 THE DIVIDEND YIELD ADVANTAGE 08/10/2003 THE $35.5 TRILLION MEDICARE ELEPHANT 08/07/2003 THE WATCHWORD AFTER 80: SIMPLIFY 08/05/2003 EVEN HAM-FISTEDNESS IS RELATIVE 08/03/2003 SOME PERSPECTIVE ON THE 'HAM-FISTED' STANDARD & POOR'S 500 07/31/2003 IT'S THE EXPENSES THAT MAKE VARIABLE ANNUITIES BAD 07/29/2003 YOU ARE ENTITLED! (TO DECEPTIVE OFFERS BY DIRECT MAIL) 07/27/2003 IN PRAISE OF INFLATION AND HIGHER INTEREST RATES 07/24/2003 FIGURING OUT HOW MUCH IS ENOUGH 07/22/2003 BUILDING THE UNIVERSAL COUCH POTATO PORTFOLIO 07/20/2003 HOW FIDO BITES FIXED-INCOME INVESTORS 07/17/2003 HOW TO BE A COUCH POTATO AT FIDO 07/15/2003 HIGH EXPENSES CUT BOND FUND RETURNS 07/13/2003 WHY WE DON'T CARE ABOUT THE COST OF GASOLINE 07/10/2003 LUMP SUM OR LIFETIME INCOME? 07/06/2003 INFLATION INSURANCE FOR YOUR PORTFOLIO: FIXED INCOME 07/03/2003 HOW DO YOU INVEST YOUR MONEY, MR. BURNS? 07/01/2003 A CLOSER LOOK AT MORTGAGE SECURITIES FUNDS 06/29/2003 YOUR HELICOPTER IS ON THE WAY 06/26/2003 THREE WAYS TO BALANCE RETIREMENT, INCOME AND RISK 06/24/2003 BUBBLE SCIENCE AND THE WHITE-KNUCKLE FUTURE 06/22/2003 WEALTH MANAGERS SEARCH FOR ALTERNATIVES 06/19/2003 PATIENCE, PATIENCE, PATIENCE 06/12/2003 HOW TO CHANGE YOUR ADVISER/BROKER 06/10/2003 MOTHER, DAUGHTER, GRANDDAUGHTER 06/08/2003 ADVENTURE CAPITALIST 06/05/2003 FEW NOW PAY TAX ON SOCIAL SECURITY BENEFITS 06/03/2003 A QUICK FIXED-INCOME FUND RISK TEST 06/01/2003 THE $43 TRILLION SURPRISE 05/29/2003 YES, THERE IS A GENERATION GAP 05/27/2003 YIELD HUNTING: PLACES TO GO, THINGS TO DO 05/25/2003 THE REAL TAX BURDEN OF TWO-EARNER COUPLES 05/15/2003 COMPOUNDING WON'T OVERCOME HIGHER TAXES 05/13/2003 SQUEEZING A TAX BREAK FROM A LOSS 05/11/2003 THE FLOW OF MONEY SAYS: 'BE CAREFUL ABOUT BONDS' 05/08/2003 THE PRICE OF MOTHERHOOD 05/06/2003 HOMEOWNERSHIP TAX DEDUCTIONS EXAMINED 05/04/2003 THE MONSTER IN THE SOCIAL SECURITY REPORT 05/01/2003 YES, YOU CAN AVOID BEING A BAG LADY 04/29/2003 BUBBLE SUPPORT 101: A TALE OF TWO CITIES 04/27/2003 HOMEOWNER TAX BENEFITS DEPEND ON WHERE YOU LIVE 04/24/2003 BIKERS DON'T NEED NO VALET PARKING 04/22/2003 SINGLE AND OVERTAXED? BUY A HOME 04/20/2003 TAXES, DEDUCTIONS AND HOMEOWNERSHIP 04/17/2003 SOME 401(K) PLANS AREN'T WORTH SHOOTING 04/15/2003 THE PRIUS SOLUTION: DEFUNDING THE MIDDLE EAST 04/13/2003 THE PRIUS SOLUTION: TAKE A DEEP BREATH 04/10/2003 EVALUATING A MORTGAGE FROM IN-LAWS 04/03/2003 LIVING ON LESS MAY NOT MEAN DISASTER 04/01/2003 MUTUAL FUNDS: GOING FOR BROKE ON FEES 03/30/2003 SOCIAL SECURITY: A FLYING SAUCER THAT WON'T GO TOO FAR 03/27/2003 UNDERSTANDING MUTUAL FUND LOSSES 03/25/2003 FEES LOWER RETURNS -- PERIOD 03/23/2003 TAP-DANCING TO A DIFFERENT DRUMMER 03/20/2003 MORE ABOUT FINDING THE 'OWNERSHIP PREMIUM' 03/18/2003 YOUR INVESTMENTS VS. THE FINANCIAL SERVICES INDUSTRY 03/16/2003 THREE PATHS TO LOWER FEES, BETTER PERFORMANCE 03/13/2003 CHECK YOUR INVESTMENT EXPENSES AND YOUR WITHDRAWALS 03/11/2003 A VISIT WITH 'DR. DEFLATION' 03/09/2003 THE INVESTMENT EQUIVALENT OF WORKING AT WAL-MART 03/06/2003 CAN WE TRUST THERE WILL BE NO TAXES ON ROTH IRAS? 03/04/2003 ANOTHER NAIL IN THE EQUITY COFFIN? 03/02/2003 RETURN TO SAN MIGUEL 02/20/2003 WILL LOSING MONEY IN HOUSES FOLLOW LOSING MONEY IN STOCKS? 02/18/2003 THE TAX TORPEDO, PART II: THE 401(K) PLAN TAX TRAP 02/16/2003 ACCOUNTING 101: THE ANNUAL REPORT OF THE U.S. GOVERNMENT 02/13/2003 MORE THAN 90 PERCENT EQUITIES ISN'T A 'MODERATE' PORTFOLIO 02/11/2003 THE TAX TORPEDO, PART I: HOW THE TAX TORPEDO HITS 02/06/2003 SOMETIMES RENTING IS BETTER THAN OWNING 02/04/2003 TRUTH IN PROMISING 02/02/2003 OK, SO WE LOST OUR T-SHIRTS 01/30/2003 YOUR MOST IMPORTANT ASSET 01/28/2003 BOND MARKET RISK 01/26/2003 MEASURING LUXURY IN AMERICA 01/23/2003 SEARCHING FOR (RELATIVELY) SAFE YIELD 01/21/2003 DIVIDENDS AREN'T THE ONLY INCOME TAXED TWICE 01/19/2003 IT'S NOT JUST ABOUT THE HAVES OR HAVE-NOTS 01/16/2003 SHOULD YOU PUT A VARIABLE ANNUITY IN A ROTH IRA? 01/14/2003 READERS TELL HOW TO REDUCE TAXES ON GRANDCHILDREN 01/12/2003 THE LEVERAGE OF SAVING 01/09/2003 COMING SOON: POST BUBBLE WEALTH DISTRIBUTION 01/07/2003 INTEREST RATES: WHAT'S YOUR EXPOSURE? 01/05/2003 THE INVESTMENT VALUE OF HOMEOWNERSHIP 01/02/2003 HOW TO MAXIMIZE SECURITY DURING A JOB HUNT 06/27/2002 06/25/2002 06/23/2002 06/20/2002 06/18/2002 06/16/2002 NERD NATION 06/13/2002 BEFORE YOU LEAP, MEASURE ACTUAL PERFORMANCE 06/11/2002 INDEX INVESTING AND RISK 06/09/2002 REVISING THE COUCH POTATO PORTFOLIO 06/06/2002 SMALL INVESTORS SHOULD AVOID INDIVIDUAL SECURITY RISK 06/04/2002 A CLOSE READING OF CORPORATE AMERICA 06/02/2002 A NEW AND RISING CLASS 05/30/2002 MAKING CHOICES FOR SMALL INVESTMENTS 05/28/2002 STOCKS FALL FROM THEIR PEDESTAL 05/26/2002 THE HIGH-WATER MARK OF THE WORKPLACE 05/23/2002 LOOK BEFORE YOU LEAP 05/21/2002 TESTING 25 YEARS OF PASSIVE MANAGEMENT 05/19/2002 THE EXPECTATION REVOLUTION 05/16/2002 FOR SOME, PARENTING NEVER ENDS 05/14/2002 THE GREAT 401(K) HOAX 05/12/2002 COUCH POTATO INVESTING IS AFFIRMED AGAIN 05/09/2002 SCALING DOWN CAN BE A GOOD IDEA 05/07/2002 THE GLITTER OF GOLD 05/05/2002 TERMS OF EXCHANGE 05/02/2002 MUTUAL FUNDS STILL THE BEST BUY IN MANAGEMENT 04/30/2002 THE LIFE OF RILEY INDEX, RETIREE VERSION 04/28/2002 THE LIFE OF RILEY INDEX HITS A NEW HIGH 04/25/2002 THE 1035-EXCHANGE ESCAPE ROUTE FOR YOUR ANNUITY 04/23/2002 HOMEOWNERSHIP VS. EQUITY INVESTING, REVISITED 04/21/2002 THANK YOU, INTERNAL REVENUE SERVICE, THANK YOU 04/18/2002 FOR MOST ACCUMULATORS, FUNDS ARE BEST 04/16/2002 A PRIMER ON THE ECONOMICS OF HOMEOWNERSHIP 04/14/2002 WEALTH, CHANCE AND VIRTUE 04/11/2002 MORTGAGE RATE BASICS 04/09/2002 MARKETING OVERCOMES LOGIC 04/07/2002 LONG-TERM RETURNS VARY ... A LOT 04/04/2002 HOW LONG WILL OUR MONEY LAST? IT ALL DEPENDS ... 04/02/2002 THE PENSION PLAN BOMB 03/31/2002 THE MOBILITY POWER OF HOME OWNERSHIP 03/28/2002 AN ACTION PLAN FOR INCOME LOSS 03/26/2002 THE GREAT TEXAS (AND CALIFORNIA) CHANNEL FIGHT 03/24/2002 AN AILING BABY BELL 03/21/2002 BEWARE THE 'INVOLUNTARY CASH-OUT' 03/19/2002 THE HIGH COST OF TEACHER HAND-HOLDING 03/17/2002 THE REAL PURPOSE OF 401(K) PLANS 03/14/2002 PEOPLE WITH PENSIONS STILL NEED TO INVEST 03/07/2002 FUND-SCREENING TAKES MORE THAN JUST WISHFUL THINKING 03/05/2002 THEY'VE SEEN THE FUTURE -- AND STOCK RETURNS ARE LOWER 03/03/2002 LAREDO CLASS-ACTION IMPROVES TEACHER RETIREMENT 02/28/2002 EARLY RETIREMENT IS A VERY AMBITIOUS PROJECT 02/26/2002 ANNUITY INCOME MAY INCREASE PORTFOLIO SURVIVAL 02/24/2002 EXECUTIVES RETURNING TO EARTH SOON 02/21/2002 INVEST ... OR BE DEBT-FREE? 02/19/2002 A SOMBER VIEW TO A LONGER RECESSION 02/17/2002 THE GREAT 401(K) MYSTERY CARNIVAL 02/14/2002 JUNK BOND FUNDS: ALL HAT, NO CATTLE 02/12/2002 BIG INDEX FUNDS: STILL THE BEST BET IN EQUITIES 02/10/2002 THE STOCK VIGILANTES 02/07/2002 DON'T INVEST AS IF YOU NEED ALL YOUR MONEY TOMORROW 02/05/2002 FORECASTS HAVE A TENDENCY TO BE WRONG 02/03/2002 01/31/2002 FOR GRANDCHILDREN, TRY THE ISLAND OF SODOR 01/29/2002 THE SECOND REVOLUTION IN 401(K) PLANS 01/27/2002 THE 401(K) LOTTERY, BY INDUSTRY 01/24/2002 LOWER-INCOME WORKERS CAN SAVE LESS 01/22/2002 IT WAS A BUM YEAR, NOT A DISASTER 01/20/2002 MAYBE 401(K) INVESTORS AREN'T SO DUMB 01/17/2002 IT'S NOT WHAT OTHERS HAVE THAT COUNTS 01/15/2002 ADVISER FEES, REVISITED 01/13/2002 THE SEARCH FOR SAFE INVESTMENT INCOME 01/10/2002 REDUCE WORRY: CHECK YOUR FUTURE SOCIAL SECURITY BENEFITS 01/08/2002 RAISING YOUR IMPUTED INCOME 01/06/2002 SEVEN LEAN YEARS? 01/03/2002 SOME PEOPLE NEED TO SAVE IN RETIREMENT 01/01/2002 FEARLESS FORECASTS: 2002 12/30/2001 BIG PICTURE RESOLUTIONS FOR THE NEW YEAR 12/27/2001 MATCH YOUR MONEY TO YOUR NEEDS 12/25/2001 THE MEA CULPA PORTFOLIO, 2001 12/23/2001 THE MORE THINGS CHANGE, THE MORE SOME STAY THE SAME 12/20/2001 THE SAGGING FORTUNES OF MILLIONAIRES 12/18/2001 THE LIFETIME COST OF MONEY MANAGEMENT 12/16/2001 TWENTY-FIVE YEARS OF CHANGE 12/13/2001 SAVING YEARS ON YOUR MORTGAGE 12/11/2001 THE 401(K) CASINO 12/09/2001 REINVENTING 401(K) PLANS 12/06/2001 INDEX VS. MANAGED FUND 12/04/2001 A NEWLY FOCUSED VISION 12/02/2001 A CLEAN, CLEAR CHOICE 11/29/2001 PASSIVE INVESTING IN RETIREMENT 11/27/2001 THE REAL COST OF LONG-TERM MONEY MANAGEMENT 11/25/2001 IT'S THEM OR US 11/22/2001 ISAVINGS BONDS ARE A SAFE HAVEN 11/20/2001 VARIABLE ANNUITIES ARE STILL A 'SOLD' PRODUCT 11/18/2001 LIBERATE YOUR SPENDING POWER 11/15/2001 MONEY MANAGEMENT: NO ROCKET SCIENCE REQUIRED 11/13/2001 THEY SHOOT HORSES, DON'T THEY? 11/11/2001 FINANCIAL PLANNING IN AN AGE OF TERROR 11/08/2001 REFINANCING FOR HOME IMPROVEMENTS 11/06/2001 SHORT MEMORIES VS. LONG RETURNS 11/04/2001 TIPS EQUALS MORE RETIREMENT INCOME 11/01/2001 INFLATION PROTECTION IS A GOOD THING 10/25/2001 CONSERVE CASH WHILE LOOKING FOR A NEW JOB 10/23/2001 TIP(S) FOR FIXED-INCOME INVESTORS 10/21/2001 LANDING IN LAS VEGAS 10/18/2001 10/16/2001 10/14/2001 10/11/2001 10/09/2001 A SAFE WAY TO PRIVATIZE SOCIAL SECURITY 10/07/2001 GIVING UP YIELD TO SAVE PRINCIPAL 10/04/2001 IN THE BATTLE FOR INVESTMENT SURVIVAL, RISK MATTERS 10/02/2001 COMING SOON: TACTICAL REFINANCING 09/30/2001 THE RICHTER SCALE OF THE HEART 09/27/2001 BEFORE YOU LEAP, CHECK BENCHMARKS 09/25/2001 SHOULD YOU REALLOCATE YOUR INVESTMENTS? 09/23/2001 NINE REASONS TO BUY STOCKS 09/20/2001 LATE STARTERS PLAN FOR RETIREMENT 09/18/2001 THERE NEVER WAS A SURPLUS 09/16/2001 KEEPING THE SOCIAL SECURITY TRUST FUND 'SAFE' 09/13/2001 LOOKING FOR A SIMPLER LIFE 09/12/2001 BONUS COLUMN: FORTRESS AMERICA, DAY ONE 09/11/2001 THE CONSUMER PAYBACK 09/09/2001 LESSER, NOT GREATER, EXPECTATIONS FROM STOCKS 09/06/2001 IN DIVORCE, FIND YOUR NEW SUSTAINABLE STANDARD OF LIVING 09/04/2001 THE HEDONIC PORSCHE 09/02/2001 HOMES DON'T ALWAYS LIVE UP TO GREAT EXPECTATIONS 08/30/2001 PAYING DOWN YOUR MORTGAGE IS A GOOD CHOICE 08/28/2001 THE FUEL CELL FUTURE 08/26/2001 SOLAR POWER TO THE PEOPLE 08/23/2001 SOME RAISES CAN COST YOU MONEY 08/21/2001 THE NEXT INDUSTRIAL REVOLUTION 08/19/2001 DIFFERENT DRUMMER, RIGHT MARCH 08/16/2001 LIKE A ROSE, VOLATILITY IS ... 08/14/2001 PLAYING 'SURVIVOR' WITH MUTUAL FUNDS 08/12/2001 IS HOME OWNERSHIP THE 'OTHER BUBBLE'? 08/09/2001 SIMPLICITY WORKS BEST IN OLD-AGE CARE 08/07/2001 SIMPLE DIVERSIFICATION WORKS 08/05/2001 VALUE AND FIXED INCOME LEAD THE 401(K) DERBY 08/02/2001 FOREVER IS THE IDEAL OWNERSHIP PERIOD FOR A CAR 07/31/2001 FIVE YEARS ON THE WEB 07/29/2001 WHY ENERGY PRICES ARE LIKELY TO RISE 07/26/2001 DIVERSIFICATION CAN PROTECT YOU FROM STEEP LOSSES 07/24/2001 PREPARING FOR THE COMING SOCIAL SECURITY DEBATE 07/22/2001 THE CORPORATE SERIAL KILLER 07/19/2001 WHEN IT COMES TO PERSONAL DEBT, A STRETCH IS A STRETCH 07/17/2001 UNANNOUNCED BUT REAL: AN ENERGY CRISIS 07/15/2001 THE 20-YEAR 'GREEN MONDAY' 07/12/2001 HOW TO MAKE MOVING AN ACCOUNT EASIER 07/10/2001 VALUE STOCKS HAVE (NEARLY) TRUMPED GROWTH STOCKS 07/08/2001 THE BIG DOGS EAT FOIS GRAS 07/05/2001 QUALIFIED PLANS CAN HELP SELF-EMPLOYED COUPLE 07/01/2001 DON'T WORRY, BE HAPPY, DO NOTHING 06/28/2001 HOME MORTGAGE RATES WON'T FALL UNTIL LONG-TERM RATES FALL 06/26/2001 RETIREMENT INCOME: WORKING TOWARD A 5 PERCENT SOLUTION 06/24/2001 IT'S OFFICIAL: GOLDEN TRIANGLE HAS BIG HAIR AND BIG MONEY 06/21/2001 THE LIMITS OF INDEX FUNDS 06/19/2001 LOCATION, LOCATION, LOCATION: REITS IN YOUR PORTFOLIO 06/17/2001 THE HANDWRITING ON THE WALL, THE PARACHUTE AT THE DOOR 06/14/2001 TRY TO AVOID HAVING AN ALL-OR-NONE PORTFOLIO 06/12/2001 THE TAX COMPLICATION BILL OF 2001 06/10/2001 CHENEY'S CASH HORDE 06/07/2001 CHOOSING BETWEEN ANGELS 06/05/2001 RETIREMENT SAVING -- WE'RE STILL BEHIND THE CURVE 06/03/2001 VARIABLE ANNUITIES CANNOT BEAT AN INDEX FUND 05/31/2001 PATIENCE IS THE BEST WAY TO MAKE SOMETHING HAPPEN 05/29/2001 WHERE TO FIND HIGH, SAFE YIELDS 05/27/2001 WHERE'S THE BEEF? 05/24/2001 SENIOR CITIZENS HEADING TOWARD A 'COUPON PANIC' 05/22/2001 BIG SWINGS LOWER YOUR INVESTMENT RETURN 05/20/2001 IN THIS RACE, THE WINNING HORSES ALWAYS CHANGE 05/17/2001 HOW TO CHANGE MONEY MANAGERS 05/15/2001 YOUR ALTERNATIVE TO MAKING MUTUAL FUND COMPANIES RICH 05/13/2001 DO YOU REALLY NEED A BOND FUND? 05/10/2001 A RECIPE FOR 401(K) PLANS 05/08/2001 POPULARITY IS TAX EFFICIENCY 05/06/2001 RETIREMENT PLANNING, PART II 05/03/2001 FOR PAYING BILLS, USE A MONEY MARKET ACCOUNT 05/01/2001 SEARCHING FOR THE BEST IN BALANCED FUNDS 04/29/2001 HOW TO BUILD A PENSION FUND IN YOUR 401(K) PLAN 04/26/2001 DIFFERENT INVESTMENT STYLES CAN HELP 401(K) PLANS 04/24/2001 THE BIGGEST COST OF 401(K) PLANS: RETIREMENT SECURITY 04/22/2001 FINDING THE RIGHT MIX 04/19/2001 RECONSIDERING 401(K) FUND SELECTIONS 04/17/2001 EXAMINING YOUR GIFT HORSE 04/15/2001 WATCH OUR MONEY MOVE! 04/12/2001 TWO BIG-TIME INVESTING WOES: VOLATILITY AND TAXES 04/10/2001 FURTHER EVIDENCE OF THE TECHNOLOGY BUBBLE 04/08/2001 HOW WEALTH DISAPPEARS -- HOW IT MAY APPEAR IN THE FUTURE 04/05/2001 WHEN YOU DON'T HAVE MONEY, WAIT UNTIL YOU DO 04/03/2001 THE INCOME EFFECT 04/01/2001 PAUSE NOW, BUY LATER 03/29/2001 THE DOWNSIDE OF MARGIN DEBT 03/27/2001 HOW BAD IS IT? SIZING THE DAMAGE TO 401(K) PLAN INVESTORS 03/25/2001 THE SHIFT HITS THE FANS 03/22/2001 SOMETIMES A CREDIT CARD CAN BE A GOOD THING 03/20/2001 THE THREE SOURCES OF DECLINE 03/18/2001 LIVING ABROAD ISN'T FOR EVERYONE 03/15/2001 AN INSURANCE AGENT ASKS ABOUT VARIABLE ANNUITIES 03/13/2001 MEXICO OR BUST, PART 4: MEDICARE BUCK STOPS AT BORDER 03/11/2001 MEXICO OR BUST, PART III: THE PHARMACEUTICAL CONNECTION 03/08/2001 TIME TO COOL IT, REDUCE RISK AND HAVE SOME PERSPECTIVE 03/06/2001 MEXICO OR BUST, PART II: TO BUY OR RENT IN MEXICO? 03/04/2001 MEXICO OR BUST, PART I: RETIRING IN MEXICO 03/01/2001 REDUCING VOLATILITY 02/22/2001 SCREENING FOR FUNDS ON THE WEB 02/20/2001 THE MEDIA AND THE MUFFLER 02/18/2001 SEARCHING FOR MY NEW LEXUS 02/15/2001 MUTUAL FUNDS: YOU CAN LOSE MONEY AND HAVE CAPITAL GAINS 02/13/2001 READING THE TEA LEAVES 02/11/2001 SHOULD THE RICH PAY ALL THE TAXES? 02/08/2001 TEN RULES FOR A NEW WIDOW 02/06/2001 INTERNATIONAL INVESTING -- NOT AS BAD AS IT SEEMS 02/04/2001 THE 401(K) PERFORMANCE DERBY, YEAR END 02/01/2001 FOR MANY, THE BEST DEAL GOING IS MORTGAGE PAY-DOWN 01/30/2001 HAVE HIGH-YIELD BONDS HIT BOTTOM? 01/28/2001 THE COUCH POTATO PORTFOLIOS SLOUCH TO VICTORY 01/25/2001 GO WEST, YOUNG MAN, BUT NOT TOO FAR WEST! 01/23/2001 FOR RETIREES, A STATE INCOME TAX ISN'T SO IMPORTANT 01/21/2001 THE OMEGA PORTFOLIO, ONCE MORE 01/18/2001 PORTFOLIO MANAGEMENT IS MORE THAN COMMISSIONS 01/16/2001 REFINANCING YOUR MORTGAGE: FASTER THAN A TAX CUT 01/14/2001 RECESSION FOR SOME, NOT ALL 01/11/2001 SOMETIMES THE ISSUE IS FEELINGS, NOT NUMBERS 01/09/2001 THE LOTTERY EFFECT AND 401(K) PLANS 01/07/2001 THE 401(K) PERFORMANCE DERBY 01/04/2001 STOCKS: TODAY'S PRICE, LAST YEAR'S VALUE 01/02/2001 SHILLING'S LIST 12/31/2000 FEARLESS FORECASTS FOR 2001 12/28/2000 DIVIDE YOUR WORRIES, THEN CONQUER 12/26/2000 LESSONS FROM MY PORTFOLIO 12/24/2000 DON'T GET RICH, GET A LIFE! 12/21/2000 NO, THIS VARIABLE ANNUITY WON'T DO 12/19/2000 CASH, STOCKS AND HOME MORTGAGES 12/17/2000 WATCHING INTEREST RATES 12/14/2000 EVEN NOW, DIVIDENDS CAN MEAN A LOT 12/12/2000 THE ADVANTAGES OF A LITTLE UNDERSTOOD SECURITY 12/10/2000 THE OMEGA PORTFOLIO 12/07/2000 WHEN YOU FIND YOURSELF IN A HOLE, STOP DIGGING 12/05/2000 WHY INDEXING SUCCEEDS 12/03/2000 THE COUCH POTATO PORTFOLIO-PLUS 11/30/2000 IT'S NOT A BUDGET -- IT'S A SPENDING PLAN 11/28/2000 THE INFORMATION HIGHWAY PILEUP 11/26/2000 THE SECRET BOTH PARTIES SHARE 11/23/2000 YOU DON'T NEED A COMPUTER TO PLAN 11/21/2000 HARK! A VARIABLE ANNUITY THAT WORKS 11/19/2000 THE BIGGEST SOURCE OF INFLATION 11/16/2000 WRAP ACCOUNTS DON'T MEASURE UP 11/14/2000 HOW THE FUND INDUSTRY BENEFITS FROM SURVIVAL BIAS 11/12/2000 DID THEY TAKE DOWN THE DEBT CLOCK TOO SOON? 11/09/2000 DIVORCED AND 58, BUT NO LONGER LIVING WITH A FROG 11/07/2000 WHY THE MARKETS MAY REMAIN WILD 11/05/2000 ENOUGH OF THIS TOMFOOLERY -- VOTE FOR ME! 11/02/2000 SOCIAL SECURITY, TAXES AND 'THE COMMON GOOD' 10/31/2000 BIG TRANSITIONS IN TECHNOLOGY 10/29/2000 DAMN THE TORPEDOES! FULL SPEED AHEAD! 10/26/2000 MANY PEOPLE DON'T BENEFIT FROM TAX DEDUCTIONS 10/24/2000 THE HIGH COST OF LIVING FOREVER 10/22/2000 TRUTH, THE THIRD RAIL OF AMERICAN POLITICS 10/19/2000 ABANDON THE COUCH POTATO? NEVER! 10/17/2000 HOMEOWNERSHIP AND 'FREE AGENTS' 10/15/2000 THE SOCIAL SECURITY SURPLUS -- MUCH LESS THAN MEETS THE EYE 10/12/2000 USE THE QUICKEN DEBT-REDUCTION PLANNER 10/10/2000 DEFINE YOUR CONTRIBUTION, DEFINE YOUR FUTURE 10/08/2000 MANY AMERICANS ARE HAPPY WITHOUT SOCIAL SECURITY 10/05/2000 THESE DAYS, THE TREASURY YIELD CURVE ISN'T TALKING 10/03/2000 THE OTHER SIDE OF BENEFITS MOUNTAIN 10/01/2000 SEARS, THE GREAT INDOORS AND IMPROVEMENT INFLATION 09/28/2000 SOMETIMES YOU NEED TO FORGET ABOUT CALCULATIONS 09/26/2000 FOLLOW THE MONEY 09/24/2000 IS THE S&P 500 INDEX DEAD OR JUST RESTING? 09/21/2000 THE PROS AND CONS OF LIFE ANNUITIES 09/19/2000 WHY THERE SHOULD BE NO TAX CUTS 09/17/2000 AT LONG LAST, THE CRANDALL 09/14/2000 ANOTHER 'GOTCHA' IN ANNUITY CONTRACTS 09/12/2000 PEOPLE'S MONEY MANAGEMENT (PART II) 09/10/2000 SUMMER'S OVER: PEOPLE'S MONEY MANAGEMENT 101 (PART I) 09/07/2000 DIVERSIFY -- BECAUSE THERE IS MORE THAN ONE KIND OF RISK 09/05/2000 AS VISIBLE AS THE AIR WE BREATHE 09/03/2000 OF EARTH, ROCKS AND HARD PLACES 08/31/2000 CREDIT DEBT CAN BE A SOURCE OF SAVINGS 08/29/2000 EARTH, AIR, FIRE AND WATER, PART II: COOL, COOL WATER 08/27/2000 EARTH, AIR, FIRE AND WATER, PART I: THE FIRES 08/24/2000 LIFE ANNUITIES CAN BE VALUABLE FOR RETIREMENT INCOME 08/22/2000 EVERYTHING IS UP TO DATE IN KANSAS CITY 08/20/2000 WHAT'S COMING IN 401(K) PLANS? 08/17/2000 TAX MISINFORMATION CAN BE DANGEROUS 08/15/2000 IS IT TIME TO DUMP YOUR INDEX FUND? 08/13/2000 THE RETIREE TAX 08/10/2000 VOLATILE INVESTMENTS AREN'T A GOOD CHOICE FOR READY CASH 08/08/2000 ANATOMY OF A (STILL) SPECULATIVE MARKET 08/06/2000 A CLEAR VISION FOR SOCIAL SECURITY 08/03/2000 ON BREAKING DOWN ANNUITIES 08/01/2000 LETTER FROM PERU (PART 2): THE ANIMATION OF CAPITAL 07/30/2000 LETTER FROM PERU 07/27/2000 FOR MOST, THE TAX BENEFITS OF HOME OWNERSHIP ARE SMALL 07/25/2000 THE SEVEN LAWS OF PERSONAL FINANCE (COUCH POTATO EDITION) 07/23/2000 THE MARGARITA MILLIONAIRE PLAN -- IT STILL WORKS 07/20/2000 START WITH A PLAN, THEN INVEST ACCORDING TO THE PLAN 07/18/2000 DIVERSIFICATION IS KEY FOR THE SPENDER'S PORTFOLIO 07/16/2000 THE ETF REVOLUTION 07/13/2000 PLENTY OF INCOME? THEN MORTGAGE YOUR RETIREMENT HOME 07/11/2000 HOPE FOR TEACHERS WITH 403(B) PLANS 07/09/2000 CHOICES AT MORNINGSTAR AND BEATING THE BENCHMARK 07/06/2000 LAND OWNERSHIP SELDOM GOOD FOR SMALL INVESTORS 07/04/2000 A CASE OF THE PEOPLE'S MONEY 07/02/2000 THE WEALTH WAVE 06/29/2000 I-SAVINGS BONDS OFFER TOP YIELD 06/27/2000 A CLOSED-END FUND PORTFOLIO 06/25/2000 THE GAAP VS. GARP DEBATE 06/22/2000 WHERE TO LOOK FOR 7 PERCENT YIELDS 06/20/2000 A FUND THAT DECIDES WHEN TO BE IN OR OUT OF THE MARKET 06/18/2000 THERE'S NO DEVIL IN THESE DETAILS 06/15/2000 LOST SOME MONEY? RUNNING TO CASH ISN'T THE ANSWER 06/13/2000 AT LAST! SUBTLE NEWS ABOUT 401(K) INVESTING 06/11/2000 IDEAS THAT WORK: PEOPLE'S MONEY MANAGEMENT 101 06/08/2000 THE HIGH COST OF COMPLETE BEARISHNESS 06/06/2000 SUDDENLY, IT'S A 7 PERCENT INTEREST RATE WORLD 06/04/2000 SCORE YOURSELF FOR WEALTH 05/25/2000 THE VALUE OF YOUR PORTFOLIO IS THE MARKET PRICE -- TODAY 05/23/2000 SMALLER RISK MEANS SMALLER STOCKS 05/21/2000 STOCK PRICES: AN INSATIABLE NEED FOR MORE MONEY 05/18/2000 FOR COUCH POTATOES: TREASURIES VS. GOVERNMENT BOND FUNDS 05/16/2000 MOVING TO LESS DANGER IN STOCKS 05/14/2000 OF BEARS, MESSENGERS AND PECUNIARY PORNOGRAPHY 05/11/2000 THINK OF IT AS 'THE DELL PROBLEM' 05/09/2000 CLOSED-END FUND BARGAIN SALE, BIGGER MARKDOWNS 05/07/2000 INFLATION -- WHAT READERS KNOW AND SEE 05/04/2000 DECISIONS AND PLANS MAKE A RETIREMENT, NOT JUST STOCKS 05/02/2000 SCORE: FIVE-YEAR TREASURY, 6; GOVERNMENT FUNDS, 0 04/30/2000 THE CONSUMMATE BEAR 04/27/2000 BEFORE YOU QUIT YOUR BROKER, DO SOME HOMEWORK 04/25/2000 A SLOWER ECONOMY COULD MEAN HIGHER INFLATION 04/23/2000 THE $9.50 MARTINI AND THE CPI 04/20/2000 TAKING GOOD CARE OF AN INSURANCE BENEFIT 04/18/2000 THE DEBT BOOM 04/16/2000 TWO LUNCHES, TWO ECONOMIES -- ONE MESSAGE 04/06/2000 HIGH TAX EFFICIENCY CAN BE BETTER THAN TAX DEFERRAL 04/04/2000 THE FIXED-BEAR, RISING-BULLS SPENDING RULE 04/02/2000 HOME BUYER INFLATION, HOMEOWNER WEALTH 03/30/2000 IN A HIGH-STRESS JOB, MAYBE IT'S TIME TO PACK 03/28/2000 TOOTH FAIRY CREDIT 03/26/2000 STOCKS -- THE ONLY GAME IN TOWN? 03/23/2000 THE END IS STILL NEAR, AS IT HAS BEEN FOR 50 YEARS 03/21/2000 THE ULTIMATE CROP 03/19/2000 RVS AND THE DUSTY ROAD TO MEXICARE 03/16/2000 HOW TO BE AN AGGRESSIVE COUCH POTATO 03/14/2000 CONTAINING GROWTH 03/12/2000 A GREAT RAW DEAL IN JUAREZ 03/09/2000 STEPS TO BECOMING A HOMEOWNER 03/07/2000 THE BRIDGE AT PRESIDIO 03/05/2000 NIGHT SONG IN NUEVO LAREDO 03/02/2000 LONG TERM, RETIREMENT PLAN COSTS ARE VERY IMPORTANT 02/29/2000 ALL ROADS LEAD TO CRYSTAL CITY 02/27/2000 FIELDS OF DREAMS 02/24/2000 ON BROKERED CDS 02/22/2000 LIFEGUARD ON THE RIO GRANDE 02/20/2000 WHERE'S THE BEEF? 02/17/2000 TAXES AREN'T THE MENACE SOME PEOPLE THINK THEY ARE 02/15/2000 HIGH TIMES AND LOW WATER 02/10/2000 RETHINKING FIXED-INCOME INVESTMENTS 02/08/2000 THE 1999 COUCH POTATO REPORT 02/06/2000 RIDING INTO LAREDO 02/03/2000 MUTUAL FUNDS GO IN EASILY, COME OUT WITH COMPLICATIONS 02/01/2000 WHAT'S YOUR WEALTH SCORE? 01/30/2000 THE REAL MESSAGE IN THE CONSUMER FINANCE REPORT 01/27/2000 NOT ALL CONTRIBUTIONS ARE MEASURED IN DOLLARS 01/25/2000 HOW TO FILL THE LABOR POOL 01/23/2000 THE NEW DISINTERMEDIATION: FROM MUTUAL FUNDS TO CDS 01/20/2000 SELF-EMPLOYMENT ISN'T FOR EVERYONE 01/18/2000 IS VALUE INVESTING DEAD? 01/16/2000 'IT'S GETTING BETTER ALL THE TIME' 01/13/2000 SOME ADVICE FOR A RECENT WIDOW 01/11/2000 YES, WE LOVE OUR TRAINS 01/09/2000 WHAT'S IN YOUR PERSONAL DECISION PORTFOLIO? 01/06/2000 SPEND LESS AND INVEST MORE NOW IN ORDER TO RETIRE AT 50 01/04/2000 E-COMMERCE IS NOT YET ON A BUMP-FREE ROAD 01/02/2000 RESOLUTIONS FOR THE NEW STOCK INVESTOR 12/30/1999 USING AN IMMEDIATE ANNUITY IN A PORTFOLIO 12/28/1999 FEARLESS PREDICTIONS FOR 2000 AND BEYOND 12/26/1999 THE NEXT BIG MIGRATION 12/23/1999 WATCH OUT FOR TAX CONSEQUENCES OF YOUR ACTIONS 12/21/1999 THE DIFFERENCE A YEAR MAKES 12/19/1999 REAL-TIME INVESTING VS. ACADEMIC INVESTING 12/16/1999 IT ISN'T EASY, BUT YOU CAN 'START OVER' AT 48 12/14/1999 SAY GOODBYE, CHOO-CHOO 12/12/1999 A LOOK BACK 12/09/1999 THE BROKER DID GOOD -- HERE'S WHY 12/07/1999 A PRIMER FOR ONLINE INVESTING 12/05/1999 THE NEW DOW 12/02/1999 CHECKING OUT A VARIABLE ANNUITY SALE 11/30/1999 THE INTERNET VS. ... EVERYTHING ELSE 11/28/1999 LOOKING FOR INCOME? TRY CDS 11/25/1999 THE OPPORTUNITY COST OF AN ALL-CD NEST EGG 11/23/1999 ALL THIS ... AND SWEET POTATOES, TOO 11/21/1999 WILLIAM H. GROSS, BLACKJACK PLAYER 11/18/1999 NEW WEALTH MEANS NEW DECISIONS 11/16/1999 THE HIGH YIELD ON HARD TIME 11/14/1999 THE REIT BEAR MARKET MAY BE A YIELD OPPORTUNITY 11/11/1999 INVESTING FOR YOUR OWN ACCOUNT? PROVE YOURSELF 11/09/1999 PUT ALL YOUR MONEY TO WORK 11/07/1999 RATE YOURSELF AS A CREDIT CARD 'GAMESMAN' 11/04/1999 ARE THERE LIMITS TO EQUITY INVESTING? 11/02/1999 TAXES ON VARIABLE ANNUITIES CAN CROAK YOUR ESTATE 10/31/1999 RETIREES: TREASURIES WIN, BOND FUNDS LOSE 10/28/1999 THE LIMITS OF TOTAL RETURN 10/26/1999 IT'S BARGAIN-HUNTING TIME IN CLOSED-END FUNDS -- AGAIN 10/24/1999 ECONOMICS 101 WITH ROBERT MCTEER 10/21/1999 BUILD AN INVESTMENT LADDER AND BENEFIT 10/19/1999 SMALL STOCKS: GETTING WORSE BEFORE IT GETS BETTER 10/17/1999 ARE YOU SEMI-AFFLUENT? 10/14/1999 HEROIC PROJECTS 101: RAISING A FAMILY 10/12/1999 THE NEXT REVOLUTION IN FINANCIAL ADVICE 10/10/1999 IT'S A BEAR MARKET 10/07/1999 THE BASICS OF STOCK VALUATION 10/05/1999 IS THE BULL DEAD? 10/03/1999 IS THE STOCK MARKET THE WHOLE BALL GAME? 09/30/1999 INCOME FROM CAPITAL IS BETTER THAN INCOME FROM WORK 09/28/1999 TIES: REVISITED, REVILED AND RECALLED 09/26/1999 DOW 36,000? 09/23/1999 IT PAYS TO KNOW YOUR SOCIAL SECURITY BENEFITS 09/21/1999 HOW TO TRAVEL AND CREATE AN ESTATE AT THE SAME TIME 09/19/1999 A LIFETIME OF CARS FOR THE PRICE OF TWO 09/16/1999 SOME PLANNING DOESN'T REQUIRE INVESTMENT EXPERTISE 09/14/1999 LOOKING FOR PERFORMANCE? IGNORE WALL STREET 09/12/1999 THINKING ERRORS AND INVESTMENT MISTAKES 09/09/1999 UNDERSTANDING ACCOUNT MANAGEMENT FEES 09/07/1999 THE BALANCED INVESTOR 09/05/1999 LOOKING FOR BALANCE 09/02/1999 DO NOT BORROW FROM YOUR 401(K) PLAN 08/31/1999 PLAY HARD -- THERE'S MONEY IN IT 08/29/1999 CLOTHESHORSE, CLOTHES RIDER 08/26/1999 EMPLOYMENT BUY-OUT DECISIONS CAN BE TOUGH 08/24/1999 A SMALL-CAP FUND THAT TROUNCES ITS BOGEY 08/22/1999 LIVING ON THE EDGE 08/19/1999 IN THE MARKET, THE DUST NEVER SETTLES 08/17/1999 POPPING THE CREDIT BUBBLE 08/15/1999 INTRODUCING CELEBRITY STOCK SYNDROME 08/12/1999 THERE ARE DIFFERENCES BETWEEN INDEX FUNDS 08/10/1999 CAN ANYTHING BEAT COMMON STOCKS? YES 08/08/1999 HOW MUCH CAN YOU SPEND? 08/05/1999 HOW DO YOU REPOSITION YOUR PORTFOLIO FOR INCOME? 08/03/1999 THE PORTFOLIO OF NOBEL PRIZE WINNERS 08/01/1999 MY VIRTUAL FORTUNE 07/29/1999 TAX-FREE INCOME HELPS THOSE IN A HIGH TAX BRACKET 07/27/1999 WHEN $2 MILLION ISN'T ENOUGH 07/25/1999 THE DIRTY SECRET IN MONEY MANAGEMENT 07/22/1999 FIXED-INCOME MUTUAL FUNDS ARE NOT 'RISKLESS' 07/20/1999 THE INCREDIBLE EXPANDING RETIREMENT 07/18/1999 MORE WORKERS, NOT HIGHER INTEREST RATES 07/15/1999 RENTAL REAL ESTATE OR THE STOCK MARKET? 07/13/1999 THE BIRD-IN-HAND THEORY, STOCK MARKET VERSION 07/11/1999 DEBT-FREE HOME OWNERSHIP, REVISITED 07/08/1999 VARIABLE ANNUITIES WON'T SOLVE AN ESTATE TAX PROBLEM 07/06/1999 FINDING THE HIGHEST YIELDS ON SAFE MONEY 07/04/1999 THE HIGH COST OF PESSIMISM 07/01/1999 SOMETIMES IT JUST FEELS AS IF YOU'LL BE BROKE

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