Newsletters

November 2018 v.2

  • Investing in Yourself for a Change
  • Managing Money When You Marry: Financial Tips for Newlyweds
  • Reviewing Your Estate Plan
  • How can I safely shop online this holiday season?
  • How can I protect my personal and financial information from credit fraud and identity theft?

November 2018 v.1

  • Investing in Yourself for a Change
  • Alzheimer's Disease Myths and Facts Quiz
  • Reviewing Your Estate Plan
  • How can I safely shop online this holiday season?
  • How can I protect my personal and financial information from credit fraud and identity theft?

September 2018 v.2

  • What to Do If Your Term Life Insurance Policy Is About to Expire
  • Take Charge of Your Student Debt Repayment Plan
  • Tax Benefits of Homeownership After Tax Reform
  • Should I cut the cord on cable?

September 2018 v.1

  • Down the Donut Hole: The Medicare Coverage Gap?
  • Infographic: Working in Retirement
  • Should I cut the cord on cable?
  • I just received a large bill for a recent hospital visit. How can I check whether it's accurate?

July 2018

  • Have You Made Any of These Financial Mistakes?
  • Investing to Save Time Boosts Happiness Returns
  • Shopping for a New or Used Car
  • What is the federal funds rate?

May 2018

  • Pick Your Plastic: Debit or Credit?
  • Managing Money When You Marry: Financial Tips for Newlyweds
  • Marriage and Money: Taking a Team Approach to Retirement
  • What are Some Tips for Creating a Budget and Sticking to It?

March 2018

  • Due Date Approaches for 2017 Federal Income Tax Returns
  • Four Tips for Downsizing in Retirement
  • Don't Wait to Ask Aging Parents These Important Questions
  • What are Some Tips for Creating a Budget and Sticking to it?

January 2018

  • How Much Risk Can You Take?
  • Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
  • Key Retirement and Tax Numbers for 2018
  • How Can I Protect Myself from Digital Deception?

November 2017

  • Questions to Ask Before Buying That Thing You've Always Wanted
  • Ten Year-End Tax Tips for 2017
  • It's Time for Baby Boomer RMDs!
  • Is the Social Security Administration Still Mailing Social Security Statements?

September 2017

  • From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime
  • Examining the Taxpaying Population: Where Do You Fit In?
  • Five Common Financial Aid Myths
  • If I Donate Used Property to Charity, What Documentation is Needed?

July 2017

  • Working in Retirement: What You Need to Know
  • Kickstart Your College Fund with a 529 Plan
  • The Health-Wealth Connection