Evanston Advisors Monthly

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Family Wealth

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VOL. 4, ISSUE 10   •   FEBRUARY, 2012

Welcome to Bizarro World The market performance of 2011 often turned rational considerations upside down. But so far, things seem to be righting themselves in 2012. READ MORE... GF Saving Money at Disney World 2011 RF Finding a Job After 50 2012 BBL Exercising in Winter Top Words of 2011

VOL. 3, ISSUE 9   •   JANUARY, 2012

A Look Back Evanston Advisors' upcoming birthday is an opportunity to look back at all that has changed in 30 years -- and all that remains the same. READ MORE... GF Resolutions for Financial Health 2012 BBF Overlooked Retirement Towns 2011 BBL Surviving Cold and Flu Season World's Top Tourist Sites

VOL. 3, ISSUE 8   •   DECEMBER, 2011

The Twelve Days of Planning A seasonal look at the process of planning. READ MORE... GF Holiday Internet Scams 2011 BBF Work Clothes 2011 RL Winter Driving Tips We All Scream for Ice Cream

VOL. 3, ISSUE 7   •   NOVEMBER, 2011

It's Time to Think About Ways to Give Gifting is a tax-smart way to share your money with the people you love. READ MORE... BBF Preparing Your Home for Winter BBF Saving on Health Care BBL The Importance of Grandparents The Really High Cost of College

VOL. 3, ISSUE 6   •   OCTOBER, 2011

The Importance of Naming a Trustee Putting thought into choosing a trustee can help ensure the security of the people you love. READ MORE... GF Going Green at the Office 2011 GF Managing Holiday Expectations 2011 BBL Fighting Stress 2011 Topping the 'Do Not Play' Charts

VOL. 3, ISSUE 5   •   SEPTEMBER, 2011

Lessons Learned from Hedge-Fund Land Evanston Advisor's new Senior Portfolio Manager shares some lessons he has learned from experience. READ MORE... GF Email Pitfalls BBF Cost of Raising Kids 2011 BBL Launching a College Freshman Mindset for the Class of 2015

VOL. 3, ISSUE 4   •   AUGUST, 2011

How Did Your Overall Portfolio Perform in the First Half? When you assess your portfolio performance, you need to look at the whole picture. READ MORE... BBF Tax Havens for Retirees 2011 BBF Remodeling for Aging BBL Top 10 Beaches 2011 Top Restaurant Cuisines

VOL. 3, ISSUE 3   •   JULY, 2011

Trimming Air Conditioning Costs When the weather gets hot, you love your home air conditioner -- until you get the bill. But there are things you can do to keep your A/C from taking too big a bite out of your budget. READ MORE... GF Mistakes Parents Teach Kids About Money 2011 BBL Best Vacations with Kids 2011 Top Names for CEOs

VOL. 3, ISSUE 2   •   JUNE, 2011

Selling at an Art Auction Working with an art auction house can be easy -- and profitable. READ MORE... BBF Summer Vacation Savings GF Recession and Scams BBL Timeshares Disaster or Delight Top Family Cars of 2011

VOL. 4, ISSUE 1   •   MAY, 2011

Conducting an Effective Job Interview Whether you own your own business or work in a supervisory capacity, you probably will find yourself conducting a job interview. There are things you can do to ensure that you find the best person for the job. READ MORE... GF Energy Tax Credits 2011 BBL Reading Food Labels Worst Cities for Spring Allergies

VOL. 2, ISSUE 12   •   APRIL, 2011

Characteristics of Wealthy People There is no magic key to wealth, but wealthy and successful people tend to share several characteristics. READ MORE... GF Tech Etiquette GF Best-Value Colleges 2011 BBL Making Peace with Age Beware the IRS Email Scam

VOL. 2, ISSUE 11   •   MARCH, 2011

IRA Charitable Rollover Opportunity Extended The 2010 Tax Relief Act extended the tax-free treatment of qualified charitable distributions from IRAs. READ MORE... GF Spending Your 2010 Tax Refund BBF Places to Retire Abroad 2011 BBL Hosting Older Visitors Spring Cleaning for Your Paperwork

VOL. 3, ISSUE 10   •   FEBRUARY, 2011

Do You Have Enough for the Kid's College Education? The time to start planning for your child's college education is as early as possible. READ MORE... 2.11 Quarterly Report GF Free Stuff BBL Identifying Learning Disabilities The World's Happiest Countries

VOL. 3, ISSUE 9   •   JANUARY, 2011

'Plans are Nothing; Planning is Everything' This wisdom from Dwight D. Eisenhower should guide you as you reflect on the last year and prepare for the future. READ MORE... BBF Yearly Review BBF Saving on Car Repair BBL Fighting Winter Skin Best Airlines

VOL. 3, ISSUE 8   •   DECEMBER, 2010

The Times They Are A-Changin' As the first decade of the new millennium comes to an end, it is clear that there is a new reality. All of us must learn how to live within that reality, and to thrive in it. READ MORE... GF The Value of Home Improvements GF Fair Trade BBL Exercise Your Way to Better Mental Health

VOL. 3, ISSUE 7   •   NOVEMBER, 2010

Small Fees Add Up The recent financial reform legislation could result in a number of small fees for bank accounts. READ MORE... 11.10 Quarterly GF Holiday Budget 2010 BBL Teens and Eating Right America's Favorite Authors

VOL. 3, ISSUE 6   •   OCTOBER, 2010

What Should You Do About Estate Taxes? The current status of estate taxes is a bit like trying to play football in the rain on a muddy field with the ball slipping out of the quarterback's hands. Your lawyer catches news of one estate tax possibility, then your friend's financial advisor hears another ... what are we supposed to do? READ MORE... GF Best Companies for Working Moms 2010 GF Saving Energy And Money BBL Fall Foliage 2010

VOL. 3, ISSUE 5   •   SEPTEMBER, 2010

Freedom to do Great Work An inspirational book explains how we can allow ourselves to do really exceptional work. READ MORE... GF Saving on Car Rentals GF Low-Unemployment States 2010 BBL Trading School for Travel Egg Safety

VOL. 3, ISSUE 4   •   AUGUST, 2010

Impact of Health Care Reform Here is a look at how elements of the new health care reform law might affect you. READ MORE... 2Q 2010 Message GF Passport Prices Increase GF Retirement Readiness 2010 Best Places to Live

VOL. 3, ISSUE 3   •   JULY, 2010

The Kindle vs. the iPad The Kindle is a superior device for reading a book. But the iPad can do much, much more. READ MORE... GF Cutting Oil Dependency GF Community Supported Agriculture BBL Cruisin Fun Facts for the World Cup

VOL. 3, ISSUE 2   •   JUNE, 2010

Will I Have Enough Money in Retirement? Will I have enough money in retirement? It seems like a simple question, but finding the answer starts with understanding your personal vision for retirement. READ MORE... GF Best Cities for Next Decade 2010 GF Using Credit Abroad BBL Napping Where the Money Is

VOL. 3, ISSUE 1   •   MAY, 2010

Your Minor is Now in the Major Leagues If you have a child turning 21, it's time to have a talk about what he or she needs to know upon becoming an adult. READ MORE... 5.10 Report GF Healthcare Reform BBF Protecting Your Travel Plans Wild Things

VOL. 2, ISSUE 12   •   APRIL, 2010

Spring Is in the Air As we shake off the winter, its time to consider a kind of financial spring cleaning. READ MORE... GF Green Tax Credits BBF Summer Jobs for Teens BBL How to Talk to Your Doctor Ideas for Your Tax Refund

VOL. 2, ISSUE 11   •   MARCH, 2010

A Little Bit About Estate Taxes The 2010 tax law could have unintended consequences in certain kinds of estate planning situations. READ MORE... GF Credit Card Changes GF Toyota Recall BBF Wine Collecting Last-Minute Tax Tips

VOL. 2, ISSUE 10   •   FEBRUARY, 2010

Teaching Your Teens About Money Take time to teach your teenager about budgeting and handling money. It's a lesson that will last a lifetime. READ MORE... 4Q 09 Report GF Haiti Internet Scams BBL Balancing Work and Home Spring Cleaning for Your Paperwork

VOL. 2, ISSUE 9   •   JANUARY, 2010

Resolve to Follow Your Dreams Instead of making a list of New Year's resolutions that you won't keep and wouldn't enjoy, why not make a list of your dreams? READ MORE... GF 2010 Census Cautions BBF Taking a Breath BBL Healthiest States Put Your Spending on a Diet

VOL. 2, ISSUE 8   •   DECEMBER, 2009

Financially Intelligent Grandparenting During the holiday season, grandparents should take advantage of opportunities for conversations and experiences that come only once or twice a year. READ MORE... GF Year-End Concerns GF Holiday Tipping BBL Your Role in Your Childs College Choice

VOL. 2, ISSUE 7   •   NOVEMBER, 2009

The Irrevocable Life Insurance Trust An irrevocable life insurance trust can help keep more of your estate in the hands of your heirs. READ MORE... BBF Trusts BBF Retirement Towns 2009 BBL Whole Grains Get Your Car Ready for Winter

VOL. 2, ISSUE 6   •   OCTOBER, 2009

Avoid Retirement and Be a Mentor Retirement should not be the end of your useful life. Becoming a mentor can help you remain active and continue to contribute. READ MORE... GF Winterizing Your House GF Identity Theft BBL Swine Flu Most Dangerous Jobs

VOL. 2, ISSUE 5   •   SEPTEMBER, 2009

Investment Policy Statements: What Are They, and Why Do I Need One? An Investment Policy Statement can help get your financial planning on track -- and make sure it stays there. READ MORE... BBF Flying for Less BBF The Value of Brainstorming BBL Building Your Brain The Class of 2013

VOL. 2, ISSUE 4   •   AUGUST, 2009

Financially Intelligent Parenting Life offers many opportunities to teach your children about money. And a good book and a seminar from Evanston Advisors can help. READ MORE... 8.09 Quarterly Report GF Millionaires 09 BBL Cancer Deaths on the Decline Top North American Vacation Spots

VOL. 2, ISSUE 3   •   JULY, 2009

What's Your Score? Tighter credit availability has made it more important than ever to know your credit score. READ MORE... GF Recession Bargains GF The Real Cost of Diamonds BBL Understanding Organic Food

VOL. 2, ISSUE 2   •   JUNE, 2009

Who Moved My Cheese? ... again A best-seller from 1998 can help shed light on the market uncertainties we are dealing with today. READ MORE... 6.09 Omaha BBF Stay-cation BBL Showing Your Green Thumb Wild Things

VOL. 2, ISSUE 1   •   MAY, 2009

Keeping Our Eyes on Clients' Goals Although the financial world seems turned upside down, one thing remains true: We at Evanston are watching out for your interests. READ MORE... 5.09 Quarterly report BBF The Value of Volunteering BBL Summer Camp Top Cars for 2009

VOL. 1, ISSUE 12   •   APRIL, 2009

When Was Your Last Financial Physical? Regular checkups can help ensure that your financial health remains strong. READ MORE... GF Online Money Sites BBF Choosing a Home Safe BBL Back Yard Birds Beware of IRS Phishing Scam

VOL. 1 , ISSUE 11   •   MARCH, 2009

Back to Basics: Why Asset Allocation Matters Many investors pay too little attention to asset allocation, which can be the most important element of their portfolio. READ MORE... GF Online Banking BBF Things that are Cheaper BBL The Science of Happiness Top 10 Cities for Vacation Value

VOL. 1, ISSUE 10   •   FEBRUARY, 2009

How Do You Pay Your Bills? You can pay your bills by writing a check, but there are other ways that are more efficient. READ MORE... 2.09 Quarterly Report BBF Second Homes BBL Fantasy Islands How Smart Is Your State?

VOL. 1, ISSUE 9   •   JANUARY, 2009

Required Minimum Distributions Waived for 2009 A change in the tax law gives some older people more flexibility to manage their retirement accounts during this financial crisis. READ MORE... BBF Beneficiary Update BBF Age-Restricted Housing BBL Being an Ecotourist Most Expensive Colleges

VOL. 1, ISSUE 8   •   DECEMBER, 2008

Living Well The holidays are an excellent time to reflect on what it means to truly Live Well. READ MORE... GF Role of an Executor BBF Teens and Credit BBL Seasonal Affective Disorder World Wildlife Fund Conservation Tips

VOL. 1, ISSUE 7   •   NOVEMBER, 2008

Business Owner Transition: It Is Never Too Soon! Even successful Business Owners may not realize the need to plan carefully for their Transition out of their business READ MORE... 3rd Quarter 2008 Review BBL The Power of Gratitude BBL Dealing with Market Stress Get Your Car Ready for Winter

VOL. 1, ISSUE 6   •   OCTOBER, 2008

Moving Your Money There are lots of ways to move money from one entity to another. We can help you understand the different options, and which might be right for you. READ MORE... BBL Retiring to College Towns BBL Off-Season Travel BBL Helicopter Parents Avoiding Colds

VOL. 1, ISSUE 5   •   SEPTEMBER, 2008

On Art, Science, and Investing Creating and managing investment portfolios is both an art and a science. READ MORE... Business Owner Networking GF Do Extended Warranties Make Sense Spa Vacations - Evanston Preparing for Emergencies

VOL. 1, ISSUE 4   •   AUGUST, 2008

The Real Value of a Balanced Portfolio Tough markets like this one show the real value of not putting all your investment eggs in one basket. READ MORE... August 08 Review BBF Working at Home BBL Staying Safe in College Finding Unclaimed Property

VOL. 1, ISSUE 3   •   JULY, 2008

The Real Meaning of Relationships A lot of firms talk about building relationships with clients, but it is just talk. At Evanston Advisors, we take the time to listen and to build real relationships that last. READ MORE... Estate Planning BBF Think Globally Buy Locally BBL 28 Places to See Most Expensive Colleges

VOL. 1, ISSUE 2   •   JUNE, 2008

Making Complexities Clear At Evanston Advisors, we help break down complex issues so that you can understand them more fully. READ MORE... Berkshire Hathaway BBF Best Places to Start a Business BBL Baseball Tours Changing Your Computer Password

VOL. 1, ISSUE 1   •   MAY, 2008

Welcome to Evanston Advisors Monthly Welcome to Evanston Advisors Monthly, the new electronic newsletter that comes directly to your email each month. READ MORE... BBL The Ethical Will BBL Green housing BBL Luxury Travel to Exotic Places Beware of Stimulus Check Scam