Newsletter Archive
2018
11.02.18 November 1 Begins Open Enrollment for Health Insurance Marketplaces
10.24.18 Bear in the Woods: Emerging Markets Credit Crisis
10.11.18 New Credit Legislation
09.21.18 Life Insurance Basics
08.15.18 Six Steps to Consider Before Tapping Into Your Retirement Savings
07.25.18 Pain at the Pump
07.03.18 Retirement Considerations at Different Stages of Life
06.20.18 Evaluating a Job Offer
05.31.18 Protecting Your Loved Ones with Life Insurance
05.18.18 Military Benefits
05.09.18 What is Vesting?
04.18.18 The Roth 401(k)
04.11.18 Maintaining Your Financial Records
03.14.18 Key Estate Planning Documents You Will Need
2017
12.13.17 What Will You Pay for Medicare in 2018
11.19.17 Making a Property Insurance Claim
11.08.17 IRA and Retirement Plan Limits for 2018
11.01.17 I Rent My Home Out for Two Weeks Per Year
10.20.17 The Precarious Fate of Traditional Retail
09.15.17 The Equifax Data Breach
08.29.17 10 Years and Counting: Points to Consider as You Approach Retirement
08.10.17 Bypassing Probate
08.02.17 Tax Benefits of Home Ownership
07.19.17 529 College Savings Plans
07.11.17 Medicaid Planning Goals and Strategies
07.07.17 Interest Rates Rise on Federal Student Loans
06.21.17 Five Keys to Investing for Retiremen
06.14.17 Windstorms, Hurricanes, and Tornadoes
06.02.17 Staying On Track with Your Retirement Investments
05.24.17 Life Insurance and Estate Planning
05.17.17 What are SEP IRAs
05.03.17 Tax and Health-Care Reform back in the Spotlight
04.17.17 Teach Your Ch ildren Well
03.29.17 Charitable Contributions from IRAs
03.22.17 Real Estate Investment Trusts (REITs)
03.15.17 Should my Partner and I Buy a House Together
02.22.17 Unforgettable Birthdays
02.01.17 Roth IRA Conversions
01.27.17 Starting a New Career
01.04.17 Three Financial Issues to Watch for under the New Administration
2016
12.07.16 IRA and Retirement Plan Limits for 2017
11.02.16 Gift and Estate Taxes
10.05.16 Medicare Open Enrollment Begins October 15
09.28.16 Retirement: proceed with Caution Before Relying on General Rules
09.21.16 Financial Basics for Millennials
08.31.16 All about Credit Scores
08.08.16 Wealth Due to Inheriatance
07.21.16 Health Savings Accounts: Are They Just What the Doctor Ordered?
06.21.16 How Student Loans Impact Your Credit
06.07.16 Setting and Targeting Investment Goals
06.01.16 Balancing Work and Family
05.25.16 The Joys and Financial Challenges of Parenthood
05.18.16 Distributions from IRA before 59 and half
04.29.16 Health Insurance for Travelers
04.19.16 Holding Equities for the Long Term
04.15.16 Cash Reserves
04.05.16 When you Child Has Special Needs
03.01.16 Umbrella Liability Insurance
02.23.16 529 Plans and Financial Aid Eligibility
02.22.16 Umbrella Liability Insurance
02.17.16 There's still time to contribute to an IRA for 2015
02.03.16 Financial Aid For College
01.04.16 Record Retention