Newsletters
2020
April
Setting a Retirement Savings Goal
Looking for Value with P/E Ratios
Early Retirement and Your Tax-Deferred Savings
Living Benefits Can Help Counter Retirement Risks
Don’t Let a Disaster Keep the Lights Off Forever
HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
March
Stay-at-Home Spouse? Consider a Spousal IRA
Three Lessons from Retirees
Five Red Flags That Raise the Odds of an Audit
Behavioral Biases That Can Lead to Costly Mistakes
Classifying Workers: Know the Rules and Risks
HOT TOPIC: The Coronavirus and the Global Economy
February
Three Generations of Retirement Strategies
Do Target-Date Funds Hit the Bull’s-Eye for You?
Retirement Savings: Traditional, Roth, or Both?
Municipal Bonds
What Is Cyber Insurance, and Do You Need It?
HOT TOPIC: The SECURE Act and Your Retirement Savings
January
Give and Receive with a Charitable Remainder Trust
Running with the Dogs
Business or Hobby? It’s All About Taxes
Is It Time to Step Up Your Digital Marketing?
Rain, Sleet, Snow — and Lawsuits?
HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
2019
December
A New Option for Providing Health Coverage in 2020
Qualified Charitable Distributions
Prices and the Economy
What’s Required of the Executor of an Estate?
Online Shopping Tips
Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
November
Retirement Plans for the Self-Employed Dangle Tax Benefits
Taming Investment Taxes
Closed-End Funds May Offer Higher Income
Medicare Open Enrollment
Three Regrets of Retirees
HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
October
Coping with a Labor Shortage
Index Update: Shifting Sectors Reflect Social Change
What Medicare Won’t Cover
Five Money Issues to Talk About Before the Wedding
Protection to Help Your Family
HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
September
Sticker Shock May Drive Consumers to Used Cars
Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Steps to Help Lower Capital Gains Taxes
Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
Could Employee Ownership Be Part of Your Succession Plan?
HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
August
Caught in the Middle: The Sandwich Generation
Consider REITs for Income and Diversification
Life Insurance with Long-Term Care Benefits
Qualified Longevity Annuity Contracts (QLACs)
A Quick and Dirty Guide to Credit
July
Calculating Key Financial Ratios
New Study Finds Widespread Job Loss After 50
Indexed Annuities: Growth Potential with Downside Protection
What’s the Real Return on Your Investments?
Seeking Balance in a Mutual Fund
June
Steps to Executing an Exit Strategy
Interest Rates and the Economy
Avoiding Probate with a Transfer-on-Death Deed
College Savings: Roth or 529 Plan?
A Steady Strategy in Turbulent Times
May
Bonds Can Offer Stability Even with Rising Rates
SRI Investing: Not Just for Stocks
Be Aware of Observation Care
Retirement Planning: How Secure Is Social Security?
Watch Out for Scams That Target Businesses