Our Monthly Newsletter

Keep up on the latest in financial information

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

May 2020
  • How Much Have You Thought About Retirement?

  • Five Key Benefits of the CARES Act for Individuals and Businesses

  • Will vs. Trust: Know the Difference

  • Why You Might Need Disability Income Insurance

April 2020
  • Stock Ownership Slow to Recover

  • Keeping Cool: Investment Strategy vs Reaction

  • Social Security May Offer a Lifetime of Protection

  • Where to Look for Lost Property

March 2020
  • Due Date Approaches for 2019 Federal Income Tax Returns

  • Is It Time to Review Your IRA Estate Planning Strategies?

  • Spring Cleaning Your Way to Better Finances

  • Is there any way to stop getting unwanted robocalls?

  • Cartoon: Personal Financial Disorder

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

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