Newsletter Archive
December 2023 – Saving for Retirement Health-Care Costs
July 2023 – Vangaurd
May 2023 – IRS Audit Rates Over Time
December 2022 – Wedding Bonanza: How Much Will the Party Cost?
September 2022 – Paying for College: Pieces of the Funding Puzzle
April 2022 – Closing the Social Security Funding Gap
March 2022 – Two Decades of Inflation
October 2021 – Sizing Up Inheritances, Real and Imagined
July 2021 – Young Adults Are More Likely to Lack Health Coverage
May 2021 – More People Delay Claiming Social Security
January 2021 – Credit Card Fraud
October 2020 – Do You Have a Will?
July 2020 – Huge Do-Over Opportunity for Those Taking Required Minimum Distributions
April 2020 – Covid 19
March 2020 – The Stock Market
March 2020 – Global Pandemic
February 2020 – Recent Stock Market Activity
January 2020 – Three Regrets of Retirees
October 2019 – Federal Income Tax: How Did We Get Here?
July 2019 – The SECURE Act
May 2019 – Hidden Gem: HSAs in Retirement
January 2019 – Tax Returns – The Good, The Bad, & The Ugly
October 2018 – Have You Made Any of These Financial Mistakes?
July 2018 – Pick Your Plastic: Debit or Credit?
April 2018 – Settling an Estate: Executors Inherit Important Title
January 2018 – How Much Risk Can You Take?
October 2017 – What You Can Do with a Will
July 2017 – Tax Reform and More
April 2017 – Quiz: How Much Do You Know About Social Security Retirement Benefits?
January 2017 – Whats Ahead?
October 2016 – Substantiating Your Charitable Gifts
July 2016 – Investors Are Human, Too
April 2016 – Tax Season Lessons Learned
January 2016 – When a Saver Marries a Spender, Every Penny Counts
November 2015 – Social Security Changes
October 2015 – Six Common 401(k) Plan Misconceptions
July 2015 – Tax Return Fraud
April 2015 – Financial Myths, Mistakes, and Misunderstandings
February 2015 – Quiz: How Much Do You Know about Social Security?
October 2014 – Top 10 Tax Breaks You’ll Miss in 2014
July 2014 – 15 Facts About Social Security
April 2014 – How to Legally Avoid Filing a Tax Return
January 2014 – What Goes Up, Must Come Down
October 2013 – 2013 Year-End Tax Planning Considerations
July 2013 – A Trip to Remember
April 2013 – Making the Most of Your 401(k) Plan
January 2013 – Real-life Financial Tips for Different Generations
October 2012 – Year-End Investment Planning and the Fiscal Cliffhanger
July 2012 – Speculating on the Future of the Federal Estate Tax
April 2012 – A Rememberence…………………..
January 2012 – Keeping Market Volatility in Perspective