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Investing Achiever in the Social
Investment Forum 1% For Community campaign since 2002. Calvert
Foundation Advisor of the Year in 2004. Learn more!
Strategic Relationships
(Network Services Member)
| | Client documents
Financial Review Just print it, complete it, and mail or fax it back in time for our scheduled
consultation.
On Being a Good Client Learn what
makes for a successful advisor-client relationship. Also essential information on
protecting yourself from identity and other fraud.
Your
Financial Planning Experience Gives a pretty good idea of how
the financial planning process works.
Advisory Fee Schedule
Please call us to discuss or clarify anything.
Newsletters
Recent periodic update letters to clients.
August 2011, March 2011, January 2011, October 2010, July 2010, April 2010, January 2010, November 2009, July 2009,
April 2009, January 2009, October 2008, July 2008, April 2008, January 2008,
October 2007, July 2007, April 2007, January 2007,
October 2006, July 2006, April 2006, January 2006, October 2005, July
2005, April 2005, January
2005. And a couple not so recent April
1989-1999.
First Affirmative
Financial Network Affirmative Thinking Client Newsletter
First
Affirmative Financial Network Market Commentary
KMS Client Quarterly
newsletter
Financial planning insights
4
Financial Independence and Retirement Risks
How
Can We Teach Our Children the Value of a Dollar?
Creating
A Different Kind of Legacy: A Family History
Is Long-Term Care Insurance A Good Idea?
What are Some of the Tax Issues Associated with a Gain or Loss
on a Primary Residence?
Estate
Planning Changes in Flux
Department
of Health to Offer Limited Long Term Care Insurance
A
One Year Checklist to Retirement
If
Rates Are Heading Up, Should You Refinance Now?
Greening
Your Funeral Care
Is
Paying Extra on Your Monthly Mortgage Always a Good Idea?
Financial
Issues for Long-Distance Caregivers
The
Do's and Don'ts of Passing Down Vacation Property to Family
A
Family Mission Statement Can Help Any Family Manage Assets, Philanthropy and
Direction
The
Smart Way to Review--And Improve--Your Retirement Holdings
The
Need for Financial Planning for Special-Needs Kids
Creating
a Plan for Effective Wealth Transfer
Financing
Higher Education
Supplemental material
KMS ADV Part II
Client filing and
record keeping suggestions. This document gives some general guidelines.
Please verify details for your own situation with your attorney and/or tax
advisor.
Useful resources
The Aging
with Dignity "Five Wishes" advance medical directive (living will)
and health care agent designation form.
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