Newsletters

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!

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