Christ Purcell Taylor

4544 Post Oak Place
Suite 200
Houston, TX 77027
713.850.7747 phone
800.364.4968 toll free
713.850.7749 fax

Let us educate you on the possibilities!

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Education planning
529 college planning
9 steps to raising money-smart kids
Understanding your college savings options
Winning at the college financial aid game

Retirement
10 rules for the retirement road
An IRA dilemma: To roll or not to roll
Consolidating retirement plan assets
Financial issues as retirement draws near
Retimement planning worksheet
Social Security´s annual benefits statement mailing
Weighing your 401(k) options at retirement

Life events
401(k) plan choices for job changers
A checklist: What to do when a relative dies
Dereavement: When a loved one dies
Divorce: A checklist
Divorce: Steps to take during an emotional time
Job change: Look before you leap
Transitioning jobs, managing your finances

Eldercare
Being a caregiver
Choosing long-term care insurance
Finding the right care facility for an older relative
Getting support for an adult living at home
Making "Medigap" work for you
Nursing home checklist
Helping a loved one with Alzheimer´s disease

Financial basics
Anatomy of an annuity
Creating a household budget
Distributions of employer stock from 401(k) plans
Employer stock option basics
Handling stock options in a down market
Organizing your financial records
Planning for major purchases
Reducing debt takes commitment, patience
Roth IRA: A retirement investment choice
Understanding separately managed accounts

Notice
This material is not intended to replace the advice of a qualified attorney, tax adviser, investment professional, or insurance agent. Before making any financial commitment regarding the issues discussed here, consult with the appropriate professional adviser.

NOT FDIC INSURED - MAY LOSE VALUE - NO BANK OR CREDIT UNION GUARANTEE
NOT A DEPOSIT - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY OR NCUA/NCUSIF




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Securities and Advisory Services offered through LPL Financial Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents in the following states: MN, MS or TX.



© 2010 Christ Purcell Taylor