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?

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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?

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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