Newsletters
Fevergeon Financial Monthly
January 2020
- Socially Responsible Investing: Aligning Your Money with Your Values
- Hindsight Is 2020: What Will You Do Differently This Year?
- Key Retirement and Tax Numbers for 2020
- Could you survive a no-spend month?
- How Consumers Spend Their Money
Download January Fevergeon Financial Monthly
December 2019
- How to Give Like a Billionaire When You Don’t Have Billions to Give
- Take This Quiz: The Social Security Retirement Earnings Test
- For College Savings, 529 Plans Are Hard to Beat
- Should I sign up for an identity theft protection service?
- Protecting Yourself Against Identity Theft
Download December Fevergeon Financial Monthly
November 2019
- Three Regrets of Retirees
- Ten Year-End Tax Tips for 2019
- Tips for Managing Your Holiday Spending
- What are continuing care retirement communities?
- Do independent living communities differ from CCRCs?
Download November Fevergeon Financial Monthly
October 2019
- Earnings Season: What Investors Can Take Away from Corporate Reports
- Five Times in Your Life When You Might Need Help with Your Finances
- Balancing 401(k) and HSA Contributions
- What health services aren’t covered by Medicare?
- How much will health care cost?
Download October Fevergeon Financial Monthly
September 2019
- Federal Income Tax: How Did We Get Here?
- Five Retirement Lessons from Today’s Retirees
- Social Security: Shoring Up America’s Safety Net
- What are the warning signs of financial scams targeting older individuals?
- How can I teach my high school student the importance of financial literacy?
Download September Fevergeon Financial Monthly
August 2019
- Market Strategies: Three Ways to Play Defense in Your Stock Portfolio
- Key Estate Planning Documents
- What’s New in the College World?
- What are the warning signs of financial scams targeting older individuals?
- How can you avoid falling for the Social Security imposter scam?
Download August Fevergeon Financial Monthly
July 2019
- Is It Time to Declare Your Financial Independence?
- Should You Invest Internationally?
- Why Not Do It Now? New Research on Procrastination
- Have you checked your tax withholding lately?
- Do I need to pay estimated tax?
Download July Fevergeon Financial Monthly
June 2019
- Ten Money-Saving Travel Tips
- Charitable Giving After Tax Reform
- How Loneliness Can Affect Your Financial Condition
- What’s the real return on your investments?
- Inflation Variation, Eroding Purchasing Power
Download June Fevergeon Financial Monthly
May 2019
- Mergers & Acquisitions: What’s in the Deal for Investors?
- How Does the Federal Reserve Affect the Economy?
- How to Recover from a Mid-Life Financial Crisis
- What is a college income-share agreement?
- How much money should a family borrow for college?
Download May Fevergeon Financial Monthly
April 2019
- Quiz: Social Security Survivor Benefits
- Rules on Opening a 529 Plan Account for College
- How Does Your Employer’s Retirement Plan Compare?
- Do I need to get a REAL ID when I renew my license?
- How do I replace my Social Security card?
Download April Fevergeon Financial Monthly
March 2019
- Due Date Approaches for 2018 Federal Income Tax Returns
- Nine Things a Business Owner Should Know After Tax Reform
- Key Financial Ratios for Small-Business Owners
- What are some ways to prepare financially for severe weather?
- Cartoon: How Many Dependents?
Download March 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?
