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Financial Planning Articles and Resources
Below is a series of articles and newsletters on a wide variety of financial planning topics, covering many specific financial instruments, tax considerations and life stage issues.
Lenox CFO™ HTML Newsletter
Click above for:
- Greg Olsen on CNBC’s "Closing Bell" program
- Life and Health profiles the Lenox CFO ™
- 2010 Roth IRA Conversion Center
- Expense Calculator
April 2009
Senior Vice President, Jonathan Wittlin, bylined an article in CPA Wealth Provider entitled, The Incredible Shrinking Estate. Click above for the article in which he details the best us of the gift tax code
Read why Senior Vice President, Craig Stearns, helps clients through this changed perception of wealth in this Financial Planning magazine article titled, The De-Wealth Effect.
January 2008
Michael Book appears throughout this USA TODAY article sharing the challenges of making up for lost time when saving for retirement and some of the savings opportunities you can take advantage of.
November 2007
Read why Lenox and Matt Gordon, Managing Director of Financial Planning, believe GRAT’s can be "An Estate Planning Opportunity For Today’s Markets"
Lenox CFO™ HTML Newsletter
Click above for:
- Lenox CFO™ List of Services
- Investment Advisor magazine article- Already There
- Asset Archives overview
-- 10 estate planning steps 10 estate planning steps.pdf
-- 401(k) plan choices for job changers 401k-job change.pdf
-- Weighing your 401(k) options at retirement 401(k)-retirement.pdf
-- Lenox Advisors was profiled in cover article of Investment Advisor magazine’s July 2006 issue focusing on Wealth Management. AlreadyThere_Final--0706.pdf
-- Bereavement: when a loved one dies Bereave.pdf
-- Selecting the best college for the best price Best College Price.pdf
-- Helping children become financially responsible Children and Money.pdf
-- Winning at the college financial aid game college financial aid.pdf
-- Helping children explore career paths Children’s Careers.pdf
-- How to choose a college Choosing A College.pdf
-- Understanding your college savings options College Savings Option.pdf
-- A checklist of financial issues to consider when starting a divorce process Divorce Checklist.pdf
-- Divorce: dealing with property issues during an emotional time divorce-property.pdf
-- Divorce worksheets divorce worksheets.pdf
-- Effectively managing your estate estate management.pdf
-- Steps to take during an emotional time Finances in Divorce.pdf
-- Financial issues as retirement draws near financial issues-retirement.pdf
-- Funerals: a consumer guide Funerals.pdf
-- Dealing with your home as part of your estate home-estate.pdf
-- Dealing with the house in a divorce House in a Divorce.pdf
-- Understanding estate and inheritance taxes inheritance taxes.pdf
-- Stretch your IRA across several generations IRA as a legacy.pdf
-- Choosing beneficiaries for your traditional IRA IRA beneficiaries.pdf
-- Handling a job layoff job layoff.pdf
-- Nine steps to raising money-smart children Money-Smart Children.pdf
-- Questions to ask an in-home child care provider Nanny Questions.pdf
-- A checklist to help organize for your new arrival Preparing for a Baby.pdf
-- Organizing your financial records and emergency forms Organize Your Records.pdf
-- Raising responsible children Responsibility in Children.pdf
-- Coping with unpredictable life events in retirement Retirement Events.pdf
-- Consolidating retirement plan assets retirement plan assets.pdf
-- Retirement planning worksheet retirement planning worksheet.pdf
-- 10 rules for the retirement road retirement road rules.pdf
-- Summer opportunities for teenagers Summer Jobs for Teens.pdf
-- What you need your survivors to know survivor checklist.pdf
-- Using trusts as part of your estate planning trusts-estates.pdf
-- A checklist: what to do when a relative dies When Relative Dies.pdf
-- Buying versus Leasing a car www.ConsumerReports.org®
(Navigation Instructions: Click pricing underneath cars on the left, on the next page scroll down to and click pros and cons of leasing underneath Financing and Insurance. Scroll all the way down to "Buying versus Leasing basics" link to a summary chart.)
--Click here for a chart found on Freddie Mac’s website titled Buying a Home: Wants Versus Needs.
Individual Investors and Business Owners
Below are a number of financial planning brochures providing overviews for both individual investors and business owners:
-- Charitable Giving
-- Estate Planning
-- Financial Planning for Your Business
-- Retirement Planning
   
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*Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services through MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC.
Copyright (c) 2011 Lenox Advisors All rights reserved.
CRN201111-128530