Robert Valentine's profile

Robert Valentine's profile:

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Stock Options: Know When To Hold 'Em by Robert Valentine

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 by Robert Valentine

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 by Robert Valentine

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 by Robert Valentine

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 by Robert Valentine

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 by Robert Valentine

Be certain your financial professional is asking the right questions.

Estate Planning: Supporting a Noble Cause by Robert Valentine

Charitable trusts are a handy tax-saving tool. But they can also greatly benefit a charity of your choice.

Retirment Planning: The First Step before Withdrawal by Robert Valentine

Five essential questions to ask yourself before you tap retirement savings.

A New Mindset For Income Distribution by Robert Valentine

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) by Robert Valentine

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? by Robert Valentine

Most family fortunes don't survive to a third generation. Here's why.

Calculating your Post-retirement Income, Post-haste by Robert Valentine

Do you know how much money is enough for retirement? We'll show you how to find out.

Retirement Redefined by Robert Valentine

Baby boomers and younger workers have a thing or two to learn from current retirees.

Protecting your Nest Egg by Robert Valentine

How to keep your retirement fund safe while identity theft is on the rise

Making Sure Tuition is Covered by Robert Valentine

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 by Robert Valentine

Wills are the central (and one of the most complex) parts of estate planning.

Retirement Planning: Too Much Concentration by Robert Valentine

Having too much of a good thing can be bad for your portfolio.

Retirement: Keep on Rollin' by Robert Valentine

By continuing to work after retirement, baby boomers are poised to single-handedly change the way we look at our golden years.

Investing: Level-Headed or Lazy? by Robert Valentine

Does passive investment management merit its "couch-potato" nickname or is it not getting the respect it deserves?

Estate Planning: An Introduction to your Legacy by Robert Valentine

Estate planning can be difficult and confusing. Here are the four basic ways to plan.

Retirement Planning: A Solid Solution by Robert Valentine

Money market mutual funds offer a convenient and liquid opportunity for investment.

Retirement Planning: A Helping Hand by Robert Valentine

Americans are a fiercely independent group, but many of them don't realize the personal and financial benefits of extra help when it comes to retirement planning.

The Fury of Financial Aid by Robert Valentine

Does planning for financial aid have you feeling lost? Here's a map.

Conquering Your Financial Fears by Robert Valentine

A short guide to overcoming your worries.

College Planning: It's Not Too Late by Robert Valentine

Just because your child is about to enter college doesn't mean you don't have time to save money.

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SATURDAY
NOV 22nd.