Resources 

2019 Newsletters

• December 2019 Topics
  • How to Give Like a Billionaire When You Don't Have Billions to Give • The Social Security Retirement Earnings Test • Estate Planning: Consider the Tax Basis of Gifted or Inherited Property • Should I sign up for an identity theft protection service?
• October 2019 Topics
  • 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?
• September 2019 Topics
  • Do Millenials Need Life Insurance? • Five Retirement Lessons from Today's Retirees • Social Security: Shoring Up America's Safety Net • When should I file the FAFSA? • How can I teach my high school student the importance of financial literacy?
• August 2019 Topics
  • 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?
• July 2019 Topics
  • 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?
• June 2019 Topics
  • Exchange-Traded Funds: ETF Strategies Can Be Tardy or Tried-and-True • How Loneliness Can Affect Your Financial Condition • Financial Advice for Recent College Graduates • As a business owner, what should I know before adding a financial wellness program? • What's the real return on your investments?
• May 2019 Topics
  • Mergers & Acquisitions: What’s the Deal for Investors? • How Does the Federal Reserve Affect the Economy? • How to Recover form a Mid-Life Financial Crisis • What is a college income-share agreement • How much money should a family borrow for college?
    
• April 2019 Topics
• Social Security Survivor Benefits • Rules on Opening a 520 Plan Account for College • How Does Your Employer’s Retirement Plan Compare? • How do I replace my Social Security Card? • Cartoon: How Many Dependents?
• March 2019 Topics
• Due Date Approaches for 2018 Federal Income Tax Returns • How Much Have You Thought About Health and Health-Care Costs in Retirement? • Four Reasons Your Parents Might Be in Financial Trouble • How can I get a tax break for child care? • How much does child care really cost?
• February 2019 Topics
• 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?
• January 2019 Topics
• 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?