Robert Valentine Profile and Articles

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1). Retirement: Having Access to your Future
Having access to savings in your 401(k) can be important. Here are some of your options for withdrawing from your plan.

2). Protecting Intellectual Property
Writings, art works, inventions and even ideas can be protected now and for the future.

3). Ask Your Employer About New Retirement Option Roth 401(K)
Surveys show young workers receptive to new type of retirement plan, but will employers adopt this short-lived option, scheduled to expire in 2010?

4). Choosing the Right Capitalization
Small, mid and large cap stocks all have their individual benefits. But which one is right for you?

5). Estate Planning: An Introduction to your Legacy
Estate planning can be difficult and confusing. Here are the four basic ways to plan.

6). Estate Planning: The Gift that Keeps on Giving
Gifting is one of the many estate planning tools available.

7). Retirement Planning: A Solid Solution
Money market mutual funds offer a convenient and liquid opportunity for investment.

8). Retirement Redefined
Baby boomers and younger workers have a thing or two to learn from current retirees.

9). A New Mindset For Income Distribution
A distribution plan focuses less on accumulating wealth and more on making it last through retirement.

10). Estate Planning: Supporting a Noble Cause
Charitable trusts are a handy tax-saving tool. But they can also greatly benefit a charity of your choice.

11). Leaving Behind the Wealth of Life
Across the United States, ethical wills have become a growing estate planning tool used to ensure legacies for generations to come.

12). Bridging the Gaps with Health Savings Accounts
HSAs have the potential to fill gaps in insurance coverage during retirement or employment changes.

13). Long-Term Care Insurance Offers More Choices
As healthcare costs increase, long-term care insurance companies offer more options.

14). Conquering Your Financial Fears
A short guide to overcoming your worries.

15). Retirement Planning: Too Much Concentration
Having too much of a good thing can be bad for your portfolio.

16). Estate Planning: The Key Ingredient
Wills are the central (and one of the most complex) parts of estate planning.

17). Protecting your Nest Egg
How to keep your retirement fund safe while identity theft is on the rise

18). Retirment Planning: The First Step before Withdrawal
Five essential questions to ask yourself before you tap retirement savings.

19). 401(k) Distribution Dilemmas
How you will take your 401(k) distributions when you retire can be an important consideration in executing your post-retirement plan.

20). Estate Planning: Having Faith in your Legacy
A trust may be one of the best options for ensuring your memory lives on. Here are two that may be right for you.

21). A College Planning Quandary
Withdrawing savings from an IRA is one option to pay for college tuition. But is it a good idea?

22). Investing: Equity Indexed Annuities
Another handy way to save for retirement has been gaining media attention.

23). Index Funds: An Indicator of Stability?
Index funds have become an increasingly popular investment. But are they right for you?

24). Round Up Your Financial Reports
Corral those pesky passwords using technology that ropes in data from multiple financial and other accounts.

25). Investing: Middle of the Road
Mid cap stocks offer a mix of the potential growth of a small cap and some of the stability of a large cap, which could be a welcomed addition to your portfolio.

26). Control Your Legacy with a Private Foundation
Private foundations can let you control your gifts, reduce taxes and impart your values to future generations.

27). Socially Responsible Investing
Increasingly, investors seek to align their personal beliefs with their financial actions.

28). Investing: Level-Headed or Lazy?
Does passive investment management merit its "couch-potato" nickname or is it not getting the respect it deserves?

29). Communicating with a Financial Professional
Be certain your financial professional is asking the right questions.

30). Retirement Option Overload
Too many choices can be as frustrating as too few. A financial professional can help you find the right retirement plan for your small business.