Allison Whitney Coleman, CPA
ARTICLES AND BOOKS OF INTEREST: To access Article, click on Link below
BONDS
Beware of Chasing Yield -Fidelity 8-23-12
Bond Strategies for Rising Rates - TRP 6-26-13
BOOKS
Smartest Investment Book You'll Ever Read by Daniel R. Solin
Smartest Portfolio You Will Ever Own by Daniel R. Solin
Does Your Broker Owe You Money by Daniel R. Solin
FundSpy: Morningstar's Inside Secrets to Selecting Mutual Funds by Russell Kinnel
Entrepreneurial Investor: Art & Science of Value Investing by Paul Orfalea
Markets Never Forget by Ken Fisher
Taxes Made Simple by Mike Piper, CPA
The Federal Reserve & The Financial Crisis by Ben Bernanke
CERTIFICATES OF DEPOSIT
What are CDs Good For - WSJ 3-18-13
COLLEGE SAVINGS
Best College Savings Plans - Morningstar Dec 2012
CREDIT AND IDENTITY THEFT
How to Safeguard Identity Theft - Morningstar Aug 2011
GIFTING
Is Your Gift Taxable - IRS 3-30-12
INCOME TAX
Alternative Minimum Tax - aka "additional mandatory tax" - WSJ 4-01-14
Medicare Surtax - Morningstar - Aug 2012
No Easy Answer on Income Tax Fairness - WSJ 8-19-11
Rules for Renting Out Your Vacation Home - WSJ 6-22-12
Small Business in IRS Sights - WSJ 8-10-13
Taxes and the Top Percentile Myth - WSJ 12-23-10
Where Does Your Tax Money Go - WSJ 2-18-12
IRS Audits - Are You Ready - WSJ 4-15-14
INVESTMENT PLANNING
Buy and Hold - A Random Walk Down Wall Street by Malkiel - WSJ 11-18-10
Dollar Cost Averaging Perfectly Explained - WSJ 9-17-09
16 Rules for Investors to Live By - WSJ 12-06-14
Fund Company Rankings - Morningstar September 2012
TRP 75 Year History - July 2012
How Do T. Rowe Price Funds Stack Up? - Morningstar Sept 2012
Is Your Advisor Pumping Up Credentials - WSJ 10-16-10
Measuring Investment Advisors Performance - WSJ 6-29-12
Questions to Ask Your Investment Advisor About Fees - WSJ 4-08-13
How to Fire Your Investment Advisor - WSJ 8-30-14
Rebalancing an Investment Portfolio - WSJ 4-08-13
Your Portfolio - The ReBalancing Act - WSJ 6-27-14
Is Your Portfolio Too Diversified - WSJ 8-16-14
How Much Risk Can You Handle - WSJ 7-19-14
Understanding Volatility - TRP Sept 2009
Three Tools to Help You Cope with Market Volatility - TRP Aug 2012
Words of Wisdom from Elliott Miller
Value Line Investment Strategy - WSJ 12-28-13
LONG TERM CARE INSURANCE
How to Buy Long Term Care Insurance - WSJ 4-07-12
Long Term Care Statistics - Morningstar Aug 2012
REAL ESTATE
Basis in 1031 Exchange Explained
RETIREMENT PLANNING
15 Minute Retirement Plan - Ken Fisher 12-20-11
Making Your Retirement Assets Last - WSJ 9-05-12
Required Minimum Distributions Do's and Don'ts - Morningstar Dec 2011
Retirement Withdrawals - WSJ 11-19-11
Testing the 4% a Year Rule for Retirement Withdrawals - WSJ 3-05-12
T. Rowe Price Guide to Retirement Planning - Aug 2012
Two Retirement Income Withdrawal Strategies - TRP Sept 2013
Retirement Investment Allocations - the "U Shaped" Strategy - WSJ 1-13-14
How Much Stock Should You Own In Retirement - WSJ 2-04-14
Smart Way to Tap Accounts in Retirement - WSJ 4-07-14
SOCIAL SECURITY
Bolstering Your Social Security Benefits - WSJ 3-18-13
Estimating Social Security Benefits - Social Security Administration website
What You Don't Know About Social Security but Should - WSJ 6-23-14
Why You Should Wait Until Age 70 to Collect Social Security - WSJ 11-11-13