Resources 

Newsletters

• April 2021 Topics
  • More People Delay Claiming Social Security • Real Estate for Income and Diversification • Should You Convert Your Term Life to Permanent Life Insurance • Five Tips to Follow When Applying for a Mortgage
• March 2021 Topics
  • Population Peaks • A Financial Wellness Plan Can Help Pave the Road to Retirement • Due Date Approaches for 2020 Federal Income Tax Returns • Four Things Investors Should Know About Stock Splits
• February 2021 Topics
  • Majority of Young Adults Living at Home • Key Retirement and Tax Numbers for 2021 • Are Value Stocks Poised for a Comeback? • Tips to Help Control your Finances During the Pandemic
• January 2021 Topics
  • Different Inflation Measures, Different Purposes • Sequence Risk: Preparing to Retire in a Down Market • Watch Out for These Financial Pitfalls in the New Year • Four Tips to Help Avoid Burnout While Working from Home

2020 Newsletters

• December 2020 Topics
  • Spreading Generosity • Five Tips to Regain Your Retirement Savings Focus in 2021 • Sharing Your Money Values Can Be Part of Your Legacy • How to Help Maintain a High Credit Score
• November 2020 Topics
  • Baby Boomers Buying More Online • Year-End 2020 Tax Tips • Is Now a Good Time to Consider a Roth Conversion? • Should You Pay Off Student Loans Early or Save More for Retirement?
• October 2020 Topics
  • Sandwich Generation Caregivers Face Many Challenges • Is It Time to Think About Tax-Free Income? • Five Investment Tasks to Tack by Year-End • Three Questions to Consider During Open Enrollment
• September 2020 Topics
  • Women Outpace Men in Degrees Earned • Surge in COVID-19 Scams • Printing Money: The Fed's Bond-Buying Program • Accumulating Funds for Short-Term Goals
• August 2020 Topics
  • Almost 9 out of 10 Women Qualify for Social Security on Their Own • The Changing College Landscape • Could You Be Responsible for Your Parents' Nursing Home Bills? • Three Things to Consider Before Your Next Trip
• July 2020 Topics
  • Foreign Tourists • Tapping Retirement Savings During a Financial Crisis • Portfolio Performance: Choose your Benchmarks Wisely • Debit or Credit? Pick a Card
• June 2020 Topics
• Student Debt: It's Not Just For Young Adults • Investor Psychology: Behavioral Biases That Can Lead to Costly Mistakes • Four Questions on the Roth Five-Year Rule • The ABCs of Finance: Teaching Kids About Money
• May 2020 Topics
  • State Population: Winners and Losers • Five Key Benefits of the CARES Act for Individuals and Businesses • Will vs Trust: Know the Difference • Why You Might Need Disability Income Insurance
• April 2020 Topics
  • Tax Refund: Spend or Save • Keeping Cool: Investment Strategy vs Reaction • Social Security May Offer a Lifetime of Protection • How Long Should You Keep Financial Records?
• March 2020 Topics
  • Due Date Approaches for 2019 Federal Income Tax Returns • Is It Time to Review Your IRA Estate Planning Strategies? • Spring Cleaning Your Way to Better Finances • How can I avoid becoming a victim of a social engineering scam?
• February 2020 Topics
  • Tips for Targeting Your Retirement Savings Goal • The SECURE Act Offers New Opportunities for Individuals and Businesses • Closing Gaps in Your Insurance Coverage • How can I lower my credit card debt? • How can I improve my credit report?
• January 2020 Topics
  • Socially Responsible Investing: Aligning Your Money with Your Values • Hindsight is 2020: What Will You Do Differently This Year? • Key Retirement and Tax Numbers for 2020 • Could you survive a no-spend month? • How Consumers Spend Their Money

2019 Newsletters

• December 2019 Topics
  • How to Give Like a Billionaire When You Don't Have Billions to Give • The Social Security Retirement Earnings Test • Estate Planning: Consider the Tax Basis of Gifted or Inherited Property • Should I sign up for an identity theft protection service?
• October 2019 Topics
  • What Investors Can Take Away from Corporate Reports • Five Times in Your Life When You Might Need Help with Your Finances • Balancing 401(k) and HSA Contributions • What health services aren't covered by Medicare? • How much will health care cost?
• September 2019 Topics
  • Do Millenials Need Life Insurance? • Five Retirement Lessons from Today's Retirees • Social Security: Shoring Up America's Safety Net • When should I file the FAFSA? • How can I teach my high school student the importance of financial literacy?
• August 2019 Topics
  • Market Strategies: Three Ways to Play Defense in Your Stock Portfolio • Key Estate Planning Documents • What's New in the College World? • What are the warning signs of financial scams targeting older individuals? • How can you avoid falling for the Social Security Imposter scam?
• July 2019 Topics
  • Is It Time to Declare Your Financial Independence? • Should You Invest Internationally? • Why Not Do It Now? New Research on Procrastination • Have you checked your tax withholding lately? • Do I need to pay estimated tax?
• June 2019 Topics
  • Exchange-Traded Funds: ETF Strategies Can Be Tardy or Tried-and-True • How Loneliness Can Affect Your Financial Condition • Financial Advice for Recent College Graduates • As a business owner, what should I know before adding a financial wellness program? • What's the real return on your investments?
• May 2019 Topics
  • Mergers & Acquisitions: What’s the Deal for Investors? • How Does the Federal Reserve Affect the Economy? • How to Recover form a Mid-Life Financial Crisis • What is a college income-share agreement • How much money should a family borrow for college?
    
• April 2019 Topics
• Social Security Survivor Benefits • Rules on Opening a 520 Plan Account for College • How Does Your Employer’s Retirement Plan Compare? • How do I replace my Social Security Card? • Cartoon: How Many Dependents?
• March 2019 Topics
• Due Date Approaches for 2018 Federal Income Tax Returns • How Much Have You Thought About Health and Health-Care Costs in Retirement? • Four Reasons Your Parents Might Be in Financial Trouble • How can I get a tax break for child care? • How much does child care really cost?
• February 2019 Topics
• Hidden Gem: HSAs in Retirement • Tax Scams to Watch Out For • Know Your Mutual Funds • How can you lower the costs of owning a vehicle? • Is a vehicle subscription service in your future?
• January 2019 Topics
• Famous People Who Failed to Plan Properly • Key Retirement and Tax Numbers for 2019 • Four Tips for Planning a Career Change • Women: Are you planning for retirement with one hand tied behind your back? • Can a flexible work schedule help you stay in the workforce after having children?