Other Materials:

• Automatic Rebalancing - What it is, Why it matters.
  Why automatic asset reallocation?
• Common Financial Mistakes
  A few things you can't afford to do.
• Pessimism: The Great Potential Danger To Your Financial Health -- Referenced in the April 2008 Newsletter
  A summary of historical data regarding market situations similar to recent events.
• Your Credit Score
  What it means, how it is is calculated, and how to improve it.
• The Rules To Get Your Rebate
  Don't miss out on the money the government wants to "give" you.  Don't forget to check out the article in our March newsletter regarding the rebate! -- 3/11/2008
• Have You Considered Charitable Gifting?
  Could it make the world a better place?  Could it make sense financially? -- 3/6/2008
• Keeping Healthcare Costs Down
  What can be done to control the price of healthcare? -- 2/20/2008
• A Review of Recessions
  This economic slump could be just another "bump in the road." -- 2/12/2008
• Recession and Diversification
  Are we in a major recession, a mild recession, or just a slump?  Whatever you want to call it, diversification certainly counts. -- 1/28/2008
• Are You Underfunding Your Retirement?
  Are there disadvantages to fixed returns?  Should you consider the potential of the stock market? -- 1/22/2008
• An Investor's Best Friends
  Meet diversification, patience and consistency. -- 1/14/2008
• Do Your Investments Match Your Risk Tolerance?
  Now is a good time to examine what's in your portfolio. -- 1/07/2008
• 21 Things You Need To Know About The 2008 Tax Laws
  A DM Bruce Associates Special Report. -- 1/07/2008
• Why Gold Went Up 30% in 2007
  The reason behind the best gold market in a quarter century. -- 12/31/2007
• The "How" and "Why" Of the IRA Rollover
  A way to reinvest the lump sum you've saved for retirement. -- 11/05/2007
• Which Retirement Plan Suits You?
  An overview of the retirement plan landscape for small business owners. -- 10/22/2007
• Should You Retire Early?
  Do you dream of retiring before you turn 60?  How about before you turn 50?  Well if you do, you might want to think twice before you make the move. -- 10/22/2007
• A Living Trust - Or A Will?
  Can you get by with a will only, or do you need more? -- 10/15/2007
• But, I Don't Need Estate Planning... Do I?
  Why estate planning is so important, and not just for the affluent. -- 10/15/2007
• The Restless Investor
  When it comes to your investments, are you aiming for long-term rewards? -- 9/17/2007
• The Ins and Outs of Life Insurance
  If you're just starting to look into life insurance, the myriad of choices can be confusing, but this short comparision should be helpful. -- 9/17/2007
• The Value of Insurance Trusts
  An estate planning option more families ought to know about. -- 9/17/2007
• The Road To College
  Why and when you should plan for your child's higher education. -- 9/12/2007
• Reasons Not To Write Your Own Will
  Do-it-yourself is cheaper, but is it worth the risk of doing things wrong? -- 8/13/2007
• The Reality of Investing During Retirement
  As retirees live longer, their portfolios need to be stronger... how to shift your outlook. -- 8/2/2007
• Do You Need a Financial Planner?
  An introduction to what a financial planner does, and steps to help you decide whether or not you need one. -- 7/30/2007
• Required IRA Distributions
  If you're nearing 70 years old and have a Traditional IRA, please read this. -- 6/20/2007
• The Top Ten Reasons Not To Plan For Retirement
  A different kind of "Top Ten" list. -- 5/17/2007
• The Big Rollover
  Several potential options for old 401(k) accounts. -- 5/17/2007
• Should You Pay Off Your Mortgage?
  While owning a home free and clear may seem like the obvious best scenario, there are valid reasons not to pay off your mortgage. -- 4/11/2007
• Long Term Care Insurance
  A short guide to Long Term Care Insurance and whether it may be appropriate for you and your loved ones. -- 2007