Prince William Sound

Articles


Timely Stuff
  Description:
Type
Date
Size
1
 Are We in a Bull Market Beginning or a Bear Market Correction? by Mark Hulbert. AAII Journal    
PDF
Sept 2003
med (122k)
2
 How You Should Be A Corporate Watchdog - Taking Responsibility for Corporate Governance An interview and excerpt from "Take On The Street" by Arthur Levitt, former Chariman of the SEC.   Very readable.  Right on point.  Journal of Indexes.
PDF
2nd quarter 2003
large (603k)
 

Retirement

  Description:
Type
Date
Size
1
 Two Withdrawal Methods in Retirement: Level and Rising Payments Graph   Vanguard
PDF
Oct
1999
small (7k)
2
 Planning for the Stages of Retirement  Financial Planning Association
HTML
June 2003
small (29k)
3
 Retirement Planning - Making It Last Forever Frank Armstrong, Morningstar.com
PDF
Oct
1999
small (7k)
4
 The Decision Decade: A New Focus for Retirement Planning by Michael K. Stein, CFP, Journal of Financial Planning.  Critical to the success of any retirement -- the 5 years before retirement and the 5 years after retirement.
PDF
June 2000
small (20k)
5
 xyz  by author's name
PDF
Oct
2003
small (7k)
 

Investments

  Description:
Type
Date
Size
1
 ProQuest Risk Tolerance Assessment  Latest version.
PDF
Oct 8, 2003
med (213 k)
2
 Tax Cuts Punish Mutual Fund Investors - TheStreet.com
HTML
June 17, 2003
small (10k)
3
 Checking Up On Our Funds' Costs Morningstar FundInvestor
PDF
July 2003
small (80k)
   

College

  Description: Type Date Size
1
 Planning for Costs of Higher Education Financial Planning Association
HTML
June 2003
small (33k)
2
 Alaska Student Loans  link to the State of Alaska web site on AlaskAdvantage student loans
link to website
Sept 2003
3
 American Funds 529F CollegeAmerica Application   Application to set up Section 529 Plan with the American Funds. No commissions.
PDF
Nov 2003
medium (389k)
4
 American Funds 529F CollegeAmerica Program Description (October 2003)  Program description of the Section 529 Plan with the American Funds. No commissions.
PDF
Nov 2003

small 
(123k)
 

Teaching Our Children

  Description: Type Date Size
1
 How to Teach Your Adult Children the Financial Facts of Life  Financial Planning Association
HTML
June 2003
small (11k)
2
 Road Age - Things to Know Before Your Teen Starts Driving  USAA Magazine
PDF
Aug. 2003
med (200k)
 

Taxes

  Description: Type Date Size
1
 What the New Tax Cuts Mean to Your Clients by American Funds
PDF
June 2003
small (96k)
2
 A Look at the New Tax law Changes by George Chamberlin at Financeware
PDF
June 2003
small (74k)
3
 The New Tax Act: Planning Opportunities and Pitfalls  AAII Journal
PDF
Sept. 2003
med (273k)
4
 Overview of Tax Act of 2003  Brian Durrell, Attorney, Anchorage, Alaska
PDF
June 2003
large (0.777mbs)
5
CCH Tax Briefing: Jobs and Growth Tax Relief Reconciliation Act of 2003: Updated May 28, 2003
PDF
June 2003
med (156k)
   

Estate Planning

  Description: Type Date Size
1
 Overview of Tax Act of 2003  Brian Durrell, Estate Planning Attorney, Anchorage, Alaska
PDF
June 2003
large (0.777mbs)
2
 Top Ten Mistakes in Filing EstateTax Returns (IRS Form 706) Doming Such, CTC Legal Advisory Board
HTML
July 2003
small (7k)
3
 Thinking the Unthinkable - What Everyone Needs to Know about Estate Planning   Financial Planning Association
HTML
June 2003
small (27k)
 

Life

  Description: Type Date Size
1 What the New Tax Cuts Mean to Your Clients - American Funds. PDF June 26, 2003 small (96k)
2 A Look at the New Tax law Changes - by George Chamberlin at Financeware. PDF June 25, 2003 small (74k)
         

Long-Term Care Insurance

  Description:
Type
Date
Size
1
 Long-Term Care Insurance Experience Report for 2000 National Association of Insurance Commissioners (NAIC)
Excel
Nov 2001
 small (29 k)
2
 Average Daily Costs for Nursing Home Care (room and board only) 2001 CNA Cost of Nursing Care Survey
PDF
June 2001
 small (47 k)
3
 State of Alaska Monthly Premium Rates - LTC  Premium rates taken from State of Alaska web site
PDF
Oct 6, 2003
 small (64 k)
4
 State of Alaska Options at a Glance  Bronze, Silver, Gold, Platinum Long-Term Care plan comparisons. Info from State of Alaska web site
PDF
Oct 6, 2003
 small (64 k)
5
 State of Alaska Long-Term Care Q&A   Questions and answers from State of Alaska web site
PDF
Oct 6, 2003
 small (6 k)
6
 Excerpts from "State of Alaska Long-Term Care Plans Funding Adequacy Study" Deloitte & touche, 2002
Word
2002
 small (34 k)
7
 Current Enrollment in State of Alaska Long-Term Care Plans three self-funded plans, administered by Aetna)
Word
May 2003
 small (29 k)
8
 Excerpts from "State of Alaska Long-Term Care Plans Funding Adequacy Study" Deloitte & touche, 2002
Word
2002
 small (34kb)
9
 Unofficial Summary of State of Alaska LTC Plans adapted from materials prepared by Sandy Lashbrook, Alaska district manager and Senior Long-Term Care Insurance Specialist with GE Financial Advisors
Word
May 2003
 small (41k)
         

Social Security

  Description:
Type
Date
Size
1
 Social Security - The Windfall Elimination Provision (WEP)  from the Social Security Office
PDF
Feb. 2003
small (96k)
2
 Estimating the Social Security Reduction (from Government Pensions)
HTML
May 2003
small (32k)
3
 Social Security - Government Pension Offset (A Law that Affects Spouse's or Widow(er)'s Benefits)  from the Social Security Office
PDF
July 2002
small (96k)

 

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