Newsletters
Fevergeon Financial Monthly
July 2018
- Quiz: Financial Facts That Might Surprise You
- Going Public: An IPO’s Market Debut May Not Live Up to the Hype
- Protect Your Heirs by Naming a Trust as IRA Beneficiary
- I received a large refund on my tax return this year. Should I adjust my withholding?
- What is the difference between a tax deduction and a tax credit?
Download July Fevergeon Financial Monthly
June 2018
- Mid-Year Planning: Tax Changes to Factor In
- Investing to Save Time Boosts Happiness Returns
- Marriage and Money: Taking a Team Approach to Retirement
- What is the employment situation report, and why is it important to investors?
- What is gross domestic product, and why is it important to investors?
Download June Fevergeon Financial Monthly
May 2018
- Dividend Investing: Small Payments Can Boost Returns
- Quiz: Can You Answer These Social Security Benefit Questions?
- The College Landscape After Tax Reform
- What are the gift and estate tax rules after tax reform?
- How has tax reform affected the generation-skipping transfer tax?
Download May Fevergeon Financial Monthly
April 2018
- Government Report Details Household Finances
- The Standard Deduction and Itemized Deductions After Tax Reform
- Four Points to Consider When Setting a Retirement Income Goal
- What are some tips for creating a budget and sticking to it?
- What are some strategies for paying off credit card debt?
Download April Fevergeon Financial Monthly
March 2018
- Due Date Approaches for 2017 Federal Income Tax Returns
- Weathering the Storm: Are You Prepared?
- College Saving: How Does a 529 Plan Compare to a Roth IRA?
- How does working affect Social Security retirement benefits?
- Cartoon: It’s Tax Time Again!
Download March Fevergeon Financial Monthly
February 2018
- What’s Your Money Script?
- Deducting 2017 Property Losses from Your Taxes
- Don’t Wait to Ask Aging Parents These Important Questions
- Why is it important to factor inflation into retirement planning?
- Is a nursing home the only option for long-term care?
Download February Fevergeon Financial Monthly
January 2018
- How Much Risk Can You Take?
- Key Retirement and Tax Numbers for 2018
- Don’t Delay: The Potential Benefits of Starting to Save Now
- What can I do to crack down on robocalls?
- How can I protect myself from digital deception?
Download January Fevergeon Financial Monthly
December 2017
- Questions to Ask Before Buying That Thing You’ve Always Wanted
- Demographic Dilemma: Is America’s Aging Population Slowing Down the Economy?
- It’s Time for Baby Boomer RMDs!
- What can I learn from looking back on my financial situation in 2017?
- What financial resolutions should I consider making as I look ahead to 2018?
Download December Fevergeon Financial Monthly
November 2017
- What You Can Do with a Will
- Ten Year-End Tax Tips for 2017
- Five Myths About Group Disability Insurance
- How much money should a family borrow for college?
- How can families trim college costs?
Download November Fevergeon Financial Monthly
October 2017
- Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
- Managing Debt While Saving for Retirement
- Examining the Taxpaying Population: Where Do You Fit In?
- Is the Social Security Administration still mailing Social Security Statements?
- What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
Download October Fevergeon Financial Monthly
September 2017
- From Data Breaches to Ransomware: How to Avoid Becoming the Victim of Cybercrime
- Seven Questions and Answers about ABLE Accounts
- Medicare and Your Employer Health Plan
- How do economists measure inflation, and why does it matter to investors?
- How much can I deduct if I donate my car to charity?
Download September Fevergeon Financial Monthly
August 2017
- Working in Retirement: What You Need to Know
- Test Your Investing IQ
- Kickstart Your College Fund with a 529 Plan
- How do the economic milestones of young adults today compare with prior generations?
- Chart: Young Adult Milestones, 1975 vs 2016
