Newsletters

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

Download August Fevergeon Financial Monthly

July 2017

  • Don’t Let Rising Interest Rates Catch You by Surprise
  • Future of the Federal Estate Tax
  • The Health-Wealth Connection
  • What is a rollover IRA, and do I need one?
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?

Download July Fevergeon Financial Monthly

June 2017

  • Four Numbers You Need to Know Now
  • Student Loan Debt: It Isn’t Just for Millennials
  • Expect the Unexpected: What to Do if You Become Disabled
  • What is a funeral trust?
  • What is a pet trust?

Download June Fevergeon Financial Monthly