Reviews written by cindy@contourfinancial.com

A Financial Advisor’s Guide To Maximizing IRAs

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cindy@contourfinancial.com September 26, 2013
(Updated: September 26, 2013)

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Same Economics, Different Taxes: Opportunities For Generating After-Tax Alpha

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cindy@contourfinancial.com September 19, 2013
(Updated: September 19, 2013)

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Life & Disability Insurance; Six Current Case Studies

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cindy@contourfinancial.com August 01, 2013
(Updated: August 01, 2013)

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The Rising Tide Of Expectations For Financial Advisors

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cindy@contourfinancial.com April 11, 2013
(Updated: April 11, 2013)

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New, Improved Methods For Optimizing Retirement Income

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cindy@contourfinancial.com March 28, 2013
(Updated: March 28, 2013)

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Fritz Meyer's Monthly Economic Update And Investment Outlook For March 2013

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cindy@contourfinancial.com March 11, 2013
(Updated: March 11, 2013)

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Keebler’s Analysis Of 2013 Tax Planning Opportunities

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cindy@contourfinancial.com February 28, 2013
(Updated: February 28, 2013)

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A New Approach To Safe Retirement Withdrawal Rates

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cindy@contourfinancial.com February 14, 2013
(Updated: February 14, 2013)

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With Interest Rates Expected To Rise, Should You Avoid Bonds?

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cindy@contourfinancial.com January 24, 2013
(Updated: January 24, 2013)

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Keebler On 2013 Tax Law Changes

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cindy@contourfinancial.com January 13, 2013
(Updated: January 13, 2013)

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Policies Combining Life Insurance With Long-Term Care Insurance: The Good And Bad

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cindy@contourfinancial.com December 13, 2012
(Updated: December 13, 2012)

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Assessing Your Clients' Tolerance For Investment Risk

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cindy@contourfinancial.com November 29, 2012
(Updated: November 29, 2012)

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Keebler’s Top 10 IRA Strategies Update & Drawdown Techniques

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cindy@contourfinancial.com November 18, 2012
(Updated: November 18, 2012)

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Monthly Economic Update And Investment Outlook From Fritz Meyer For November 2012

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cindy@contourfinancial.com November 12, 2012
(Updated: November 12, 2012)

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Year End Income Tax Planning

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cindy@contourfinancial.com September 06, 2012
(Updated: September 06, 2012)

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Understanding The 3.8% Excise Tax

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cindy@contourfinancial.com August 02, 2012
(Updated: August 02, 2012)

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Tax Rules Affecting Advisor Clients Under “Obama-Care” Plus A Charitable Planning Update

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cindy@contourfinancial.com July 05, 2012
(Updated: July 05, 2012)

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Where Has The Financial Advice Profession Gone Wrong?

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cindy@contourfinancial.com June 28, 2012
(Updated: June 28, 2012)

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

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cindy@contourfinancial.com June 07, 2012
(Updated: June 07, 2012)

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Panic Protection: Fritz Meyer’s Monthly Economic Update For June 2012

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cindy@contourfinancial.com June 07, 2012
(Updated: June 07, 2012)

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The Rise And Fall Of The 4% Withdrawal Rate Rule On Retirement Portfolios

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cindy@contourfinancial.com May 17, 2012
(Updated: May 17, 2012)

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Taxation Of Securities Transactions

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cindy@contourfinancial.com May 10, 2012
(Updated: May 10, 2012)

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Income & Estate Tax Strategies For The Year

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cindy@contourfinancial.com February 02, 2012
(Updated: February 02, 2012)

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Year-End Tax Planning For Financial Advisors

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cindy@contourfinancial.com October 27, 2011
(Updated: October 27, 2011)

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Introduction To Tax-Efficient Investing (Part 1)

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cindy@contourfinancial.com September 08, 2011
(Updated: September 08, 2011)

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