(c) 2012 Cathy Pareto & Associates, Inc. All rights reserved
The right to download, store and/or output any material on this Web site is granted for viewing use only.  Use or viewing of this site acknowledges that you have
read, understand and will abide by our
terms of use, legal notices, and disclaimers.
Investment Management and Financial Planning
Knowledge Center
Wealth Building Strategies Blog
Our Blog contains comments and articles regarding current events and topics
that have an impact on your financial plans
. To visit our Blog, Click here.


In The Media
Visit our media room to read quotes and articles published by other
publications.
Click here to visit our Media Room.


Videos of Interest
Take a look at some of our favorite video presentations here.


Current Articles of Interest by Topic:


College Savings

Retirement vs. College: Overcoming the Funding Conundrum


Investing


Investing Versus Trading--How are They Different?

Understanding the VIX Index

Exposing the Fallacy of the "Lost Decade"

Avoiding Investment Fraud and Deceit

Are You Still Investing in Your Company's Stock?

Cruise Control Options for Your Portfolio

Chasing Bonds in Foreign Lands

Interest Rate Forecasting and Your Bond Portfolio

No Boom and No Crisis Last Forever

7 Good Reasons to Fire Your Adviser

Should You Keep Investing During A Sinking Market?

Understanding the Benefits of Asset Allocation

Understanding Mutual Fund Class Shares and Their Costs

What's Driving Gold?

2010 Economic and Market Review


Investor Behavior

Are You Investing or Speculating? Your Answer May Be Detrimental to Your
Wealth

Are The Joneses Keeping You From Building Wealth?

Is It Time To Abandon Stocks?

Market Insanity: To Sell or Not to Sell?

Stockbrokers, Fee-Only Advisors, Fee-Based Advisors - What's the Difference?


Retirement

Self Directed IRA's

Building Retirement Portfolios to Withstand the Test of Time

Ways to Afford Your Retirement Account Catch-Up Contributions

There May Never Be a Better Time for a Roth Conversion

IRA Updates and Retirement Plan Reminders for 2009

A New Way To Manage Retirement Funds

Common IRA Rollover Mistakes to Avoid

IRA Limits and Restrictions

New Job, Old 401k? Why You Should Consider a Rollover


Personal Finance

Flexible Spending Accounts No Longer as Flexible

Time for a Personal Finance Tune Up?

What the New Presidency Signifies for Your Money


Tax Planning

Tax Planning for 2010 Down to the Wire


Cathy Pareto's article/tutorials published on Investopedia.com

(copyright owned by Investopedia)



















Bookmark and Share
Wealth Building Strategies Blog
Receive the latest articles by subscribing to our
Wealth Building Strategies Blog  
http://feeds.
feedburner.com/WealthBuildingStrategies.





















Useful Websites

NAPFA - National Association of Personal
Financial Advisors
NAPFA, the National Association of Personal
Financial Advisors, is the nation’s leading
organization dedicated to the advancement of Fee-
Only comprehensive financial planning.


Certified Financial Planner Board of Standards
CFP Board takes seriously its enforcement of
ethical requirements and recently adopted an
updated and strengthened set of ethical
standards designed to make sure the public has
access to ethical financial planning services


Financial Planning Association
The Financial Planning Association® (FPA®) is a
leadership and advocacy organization connecting
those who provide, support and benefit from
professional financial planning. FPA is the Heart
of Financial Planning™ and represents a promise
of financial well-being, hoping to create a world
where everyone thrives and prospers.


Saving For College
Best source for objective information about
Section 529 college savings plans and other ways
to save and pay for college.


401k Help Center
Great online resource for Employee 401k
Education and Participation


Unmarried America Library
An information service for unmarried and single
Americans.


Tax Guide for Investors
An independent source of information on taxes
and investing.


Dinky Town
Great Online Calculators


Resource Center
Additional articles and links
Let's Talk

We invite you to schedule a meeting with us for a
complimentary review of your financial situation.
Call us today at (305) 648-9814 or
fill out our
contact form.
Follow us on: