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Newsletter Archive


                            Date                                           Topics of interest

                                     July 2019                Financial Independence, Procrastination, tax withholding and estimated taxes

                                     June 2019              Portfolio Review, Charitable Giving, Investment Return, Inflation

                                      May 2019               Mergers & Acquisitions, US Economy, Mid-life Financial Crisis, College Savings

                           April 2019               Social Security, Educational/529 Accounts, Employer Sponsored Plans

                           March 2019             Income Taxes, Aging Parents, Preparing for Severe Weather           

                           February 2019        Health Care Savings Accounts, Mutual Funds, Tax Scams

                          January 2019           Estate Planning, Key 2019 Numbers, Hybrid Funds

                          December 2018       Money Management, Estate Planning, Crowdsourcing Campaigns

                          November 2018       Tech Sector Investing, Tax Tips,  Identity Theft Protection  

                          October 2018           Medicare Gap, Retirement Risks, Life Insurance

                          September 2018      Term Life Insurance, Working in Retirement, Chronic Illness

                          August 2018             Financial Mistakes, Home Ownership, Retirement Strategy

                          July 2018                  Risks, Beneficiaries, College Costs

                          June 2018                Tax Planning, Investing in Time, Employment Investment Report

                          May 2018                 Dividend Investing, Tax Reform

                          April 2018                 Household Finances, Tax Reform, Retirement Income

                          March 2018              Money Management, College Saving, Aging Parents

                    




 








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