Newsletters

Solutions as unique as your goals

2021

Spring 2021

• Estate Planning Strategies in a Low-Interest-Rate Environment
• Are Value Stocks Poised for a Comeback?
• Financial Opportunities and Pitfalls at Various Stages of Life

Winter 2021

• Sharing your money values can be part of your legacy
• Incapacity and advance medical directives
• Long-term care insurance vs. hybrid life insurance
• 4 things to consider before refinancing your home

2020

Fall 2020

• Will vs. trust: Know the difference
• ­4 questions on the Roth 5-year rule­
• Could you be responsible for your parents’ nursing­ home bills?
• ­Return of premium life insurance: Protection and cash back

Summer 2020

• Portfolio performance: Choose your benchmarks wisely
• Investor psychology: Behavioral biasis that can lead to costly mistakes
• Turbulent times: Bear markets come and go
• Telemedicine: The virtual doctor will see you now

Spring 2020

• Socially responsible investing: Aligning your money with your values
• Closing gaps in your insurance coverage
• Is it time to review your individual retirement account estate planning strategies
• What are the advantages and disadvantages of owning a franchise?

Winter 2020

• What to do after the death of a loved one
• For college savings, 529 plans are hard to beat
• How to land a better financial aid package
• How can I teach my high school student the importance of financial literacy?

2019

Fall 2019

• Do millennials need life insurance?
• Should you invest internationally?
• 5 retirement lessions from today's retirees
• What should I know about investing in collectibles?

Summer 2019

• Is it time to declare your financial independence?
• Charitable giving after tax reform
• Financial advice for recent college graduates
• What's the real return on your investments?

Spring 2019

• Four reasons your aging parents might be in financial trouble
• What are some tips for creating a home inventory?
• Rules on opening a 529 plan account for college
• Quiz: Social security survivor benefits

Winter 2019

• Going public: An IPO's market debut may not live up to hype
• Hybrid funds: Balanced, lifestyle or target?
• What is the employment situtation report, and why is it important to investors?
• Quiz: Financial facts that might surprise you

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