Newsletters
Fevergeon Financial Monthly
February 2019
- Hidden Gem: HSAs in Retirement
- Tax Scams to Watch Out For
- Know Your Mutual Funds
- How can you lower the costs of owning a vehicle?
- Is a vehicle subscription service in your future?
Download February Fevergeon Financial Monthly
January 2019
- Famous People Who Failed to Plan Properly
- Key Retirement and Tax Numbers for 2019
- Four Tips for Planning a Career Change
- Women: Are you planning for retirement with one hand tied behind your back?
- Can a flexible work schedule help you stay in the workforce after having children?
Download January Fevergeon Financial Monthly
December 2018
- The Tech Sector Could Be Dominating Your Portfolio
- Hybrid Funds: Balanced, Lifestyle, or Target?
- Reviewing Your Estate Plan
- Is bulk buying worth it?
- Cartoon: Happy New Year
Download December Fevergeon Financial Monthly
November 2018
- The Tech Sector Could Be Dominating Your Portfolio
- Infographic: Financial Lessons from Football
- Ten Year-End Tax Tips for 2018
- How can I protect my personal and financial information from credit fraud and identity theft?
- How can I safely shop online this holiday season?
Download November Fevergeon Financial Monthly
October 2018
- Down the Donut Hole: The Medicare Coverage Gap
- On the Road to Retirement, Beware of These Five Risks
- Life Insurance with a Refund
- When should I submit college financial aid forms?
- What’s so great about a college net price calculator?
Download October Fevergeon Financial Monthly
September 2018
- Buying and Selling: Trading Basics
- Infographic: Working in Retirement
- The Financial Implications of a Chronic Illness
- What are the new rules for 401(k) hardship withdrawals?
- Should I enroll in a health savings account?
Download September Fevergeon Financial Monthly
August 2018
- Have You Made Any of These Financial Mistakes?
- Tax Benefits of Homeownership After Tax Reform
- Building Confidence in Your Strategy for Retirement
- What is the federal funds rate?
- Can the federal funds rate affect the economy?
Download August 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!
