Our Monthly Newsletter

Keep up on the latest in financial information

May 2021

• IRAs Are Top Tool for Retirement Savings

• Home-Sweet-Home Equity

• Growing Interest in Socially Responsible Investing

• New Changes to College Financial Aid and Education Tax Benefits

April 2021

• More People Delay Claiming Social Security

• Real Estate for Income and Diversification

• Money Market Funds in a Low Rate Environment

• Is Your Home Office Also a Tax Shelter?

March 2021

• Population Peaks

• Due Date Approaches for 2020 Federal Income Tax Returns

• Test Your Knowledge of College Financial Aid

• Tax Filing Information for Coronavirus Distributions

February 2021

• Majority of Young Adults Living at Home

• Are Value Stocks Poised for a Comeback?

• Key Retirement and Tax Numbers for 2021

• Umbrella Insurance Offers Extra Liability Coverage

January 2021

• Different Inflation Measures, Different Purposes

• Estate Planning Strategies in a Low-Interest-Rate Environment

• Sequence Risk: Preparing to Retire in a Down Market

• Four Tips to Help Avoid Burnout While Working from Home

December 2020

• Increased Interest in Medicare Advantage Plans

• Five Tips to Regain Your Retirement Savings Focus in 2021

• LTC Insurance vs. Hybrid Life Insurance: Comparison

• How to Help Maintain a High Credit Score

November 2020

• Homeownership Rate Spikes During Quarantine

• Year-End 2020 Tax Tips

• Is Now a Good Time to Consider a Roth Conversion?

• Lessons from the Lockdown: A Back-to-Basics Holiday

October 2020

• Sandwich Generation Caregivers Face Many Challenges

• Five Investment Tasks to Tackle by Year-End

• Gold in the Spotlight, Once Again

• Medicare Open Enrollment: It's Time to Review Your Coverage

September 2020

• Most Large Employer Health Plans Include Telemedicine

• Printing Money: The Fed's Bond-Buying Program

• Surge in COVID-19 Scams

• Accumulating Funds for Short-Term Goals

August 2020

• Almost Nine Out of Ten Women Qualify for Social Security on Their Own

• Could You Be Responsible for Your Parents' Nursing Home Bills?

• Four Things to Consider Before Refinancing Your Home

• Three Things to Consider Before Your Next Trip

July 2020

• New Twist in the Labor Market

• Tapping Retirement Savings During a Financial Crisis

• Turbulent Times: Bear Markets Come and Go

• Debit or Credit?  Pick a Card

June 2020

• Skeptical Yet Vulnerable

• Four Questions on the Roth Five-Year Rule

• Investor Psychology: Behavioral Biases That Can Lead to Costly Mistakes

• Telemedicine: The Virtual Doctor Will See You Now