Newsletter Archive


          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

          02.26.18     Tax Cuts and Jobs Act: 529 Plans Expanded

          01.04.18     What are some tips for managing my money


          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


          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