Newsletters
Newsletter Q1 2024
Featured: 2024 Corporate Transparency Act · New 2024 FDIC Limits · Webinars
Newsletter Q4 2023
Featured: Should You Make a Trust the Beneficiary of Your IRA? · What You Need to Know About Tax-Loss Harvesting · Educational Videos Available, see our Educational Videos section
Newsletter Q2 2023
Featured: Will Fallout from Recent Woes in the Banking Industry Extend to Commercial Real Estate? · What's So Important About Aesop? · Educational Videos Available, see our Educational Videos section
Newsletter Q1 2023
Featured: Specialists Weigh In: Long-Term Forecasts for Stock and Bond Returns · The Data Dilemma · Educational Videos Available, see our Educational Videos section
Newsletter Q4 2022
Featured: Health Savings Accounts: An Idea Whose Time Has Come · What Do You Mean By "Retirement Planning"? · NEW: Educational Videos Available, see our Educational Videos section
Newsletter Q3 2022 (Archive)
Featured: Are Your Bank Deposits Fully Insured? · The Ants Are Coming, The Ants Are Coming -- Will They Overrun Us? · NEW: Educational Videos Available, see our Educational Videos section
Featured: Managing Sequence of Returns - The Three Biggest Estate Planning Mistakes - NEW: Educational Videos Available
Newsletter Q1 2022 (Archive)
Featured: Do Buffer Funds Have a Place in Your Portfolio? · Unwanted Sales Calls and Robocalls · NEW: Educational Videos Available, see our Educational Videos section
Newsletter Q4 2021 (Archive)
Featured: Your Tax Free Municipal Bonds May Not Be Tax Free at the State Level!· Passwords 201: Intro to Diceware · NEW: Educational Videos Available, see our Educational Videos section
Newsletter Q3 2021(Archive)
Featured: Social Security Recipients Could See a Big Pay Raise Next Year· Are You Average? · NEW: Educational Videos Available, see our Educational Videos section
Newsletter Q2 2021(Archive)
Featured: How to Read Your Social Security Statement · 9 Tips on Purchasing and Financing a New Home · NEW: Educational Videos Available, see our Upcoming Events
Newsletter Q1 2021(Archive)
Featured: Don't Look Now, But Medicare Is Already Means Tested! · Checklist for the Death of a Loved One · NEW: Educational Videos Available, see our Upcoming Events
Newsletter Q4 2020 (Archive)
Featured: The Golden Window · RMD Rules for Successor Beneficiaries of Inherited Retirement Accounts · NEW: Educational Videos Available, see our Upcoming Events
Newsletter Q3 2020 (Archive)
Featured: Is Delaying Social Security A Good Idea? · Is Your Important Information Organized? · Safe Deposit Boxes May Be Less Safe Than You Think · NEW: Educational Videos Available, see our Upcoming Events
Newsletter Q2 2020 (Archive)
Featured: CARES Act · Personally Speaking... Backdoor Roth · Spring Forward...Or Fall Back · New RMD Tables · 5,000 Burpees, 3,000 Squats and 25,000 Rope Skips in 2020
Newsletter Q1 2020 (Archive)
Featured: Does the Secure Act Make Retirement More Secure? · Win-Win-Lose · The Biggest Planning Mistake - Not Knowing · Healthcare Decisions (Guest Writer: Michael Pfeifer, JD) · Financial Therapy: The Ins and Outs (Guest Writer: Lauren Ginsberg, LCSW)
Newsletter Q4 2019 (Archive)
Featured: Are Target Date Funds Safe? · What You Really, Really Need to Know About Medicare · Dangers and Opportunities of Fair Market Valuation on Inherited Property
Newsletter Q3 2019 (Archive)
Featured: Retirement Thoughts - Let's Live Off the Interest · Aesop's Corner · Cyber-bits · Ira's IRA Tip · Quarterly Market Update
Newsletter Q2 2019 (Archive)
Featured: Legacy Planning · Gaming the System · Qualified Charitable Distributions Just Became More Attractive · Is Your Revocable Trust Worth the Paper It Is Written On? (Guest Writer: Michael Pfeifer, JD)
Newsletter Q1 2019 (Archive)
Featured: IRMAA Planning · Spousal Elective · College as an Investment · Taxing Thoughts · 11 Seconds
Newsletter Q4 2018 (Archive)
Featured: QCD's - Their Time Has Come · Moving to Florida? · Advice to My Daughter... Advantages of a Taxable Portfolio · Open Enrollment Update
Newsletter Q3 2018 (Archive)
Featured: How Safe Are Your Retirement Accounts from Creditors? · Technology and Caregiving
Newsletter Q2 2018 (Archive)
Featured: The Online Sales Tax Saga · Law School Passing Rates · Planning for Later in Life Housing Options · Smart Beta Explained
Newsletter Q1 2018 (Archive)
Featured: The New Tax Law - A Brief Overview · College Funding · Family Caregiving · Medicare Premiums Just Got More Expensive
Newsletter Q3 2017 (Archive)
Featured: Things to Consider When Appointing an Executor, Trustee, etc. · Discussing the "S" Word · Rethinking Your Thinking
Newsletter Q2 2017 (Archive)
Featured: Spending Habits of Millennials · Retirement Levers: Some you control, some you don't · Solar Panels, Green for the Environment... but Killing Real Estate Transactions??
Newsletter Q1 2017 (Archive)
Featured: Steps to Prevent Hacking · Income in Retirement
Newsletter Q4 2016 (Archive)
Featured: Savings Triage · Successful Financial Cohabitation · Trends in Long Term Care Insurance · So You're the Trustee of a Life Insurance Trust
Newsletter Q3 2016 (Archive)
Featured: Personally Speaking... Real Unemployment · Social Security's Meager Increase for 2017
Newsletter Q2 2016 (Archive)
Featured: Your Credit Score and How to Improve It · Brexit
Newsletter Q1 2016 (Archive)
Featured: The Financial Literacy Crisis Among Millennials · Estate Planning with Digital Assets · Consider Drafting an Ethical Will
Newsletter Q4 2015 (Archive)
Featured: Personally Speaking... Don't Leave a Goal to Chance · Key Changes Coming to Social Security Benefits · Tax News
Newsletter Q3 2015 (Archive)
Featured: Advice to My Daughter... Budgeting · Should Savings Rates Be the Proper Focus of Retirement Planning · Medicare Premiums Set to Rise for Many People
Newsletter Q2 2015 (Archive)
Featured: Is a Medicaid Trust Right for You? · Self Employed & House Hunting: Mistakes to Avoid · Advice to My Daughter... Retirement Savings II
Newsletter Q1 2015 (Archive)
Featured: Advice to My Daughter... Retirement Savings I · Retirement Planning: The Sooner, The Better · Fun with Numbers
Newsletter Q4 2014 (Archive)
Featured: Volume, Velocity & Complexity of Life · Women and Retirement · Should You Buy or Lease a Car?
Newsletter Q3 2014 (Archive)
Featured: Cybersecurity Awareness Month · Hacked Accounts · Should You Consider A "Conduit Trust" for your IRA?