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Archived Newsletters

  • "Tax Perks of Year End Charitable Gifting" December 16, 2013
  • "Your Financial Co Pilot" December 9, 2013
  • "Practicing KISS Investing" December 2, 2013
  • "It Isn' Too Late to Save for Retirement" November 25, 2013
  • "Temporary Tax Provisions Set to Expire in 2014" November 22, 2013
  • Retirement In Sight for November - November 2013
  • "Social Security in 2014" November 18, 2013
  • "IRS Announces 2014 Retirement Plan Contribution Limits" November 4, 2013
  • "Retirement In Sight for October 2013" October 2013
  • "Getting It All Together for Retirement" October 25, 2013
  • "Dividend Reinvestment & Compound Interest" October 18, 2013
  • "Medicare Open Enrollment 2014" October 17, 2013
  • "What Women Shouldn' Retire Without" October 15, 2013
  • "Why Don' All Affluent People Become Wealthy" October 11, 2013
  • "Women Need to Take Charge of Their Money" October 9, 2013
  • "RMD Precautions & Options" October 8, 2013
  • "Government Shutdown Article" October 4, 2013
  • "End-Of-The-Year Money Moves" September 30, 2013
  • "What If America Shatters Its Debt Ceiling" September 30, 2013
  • "Are You Uninsured" September 23, 2013
  • "Financial Considerations for 2014" September 16, 2013
  • "Cash Flow Management" September 9, 2013
  • "Could Pension Reform Rile Investment Funds" September 5, 2013
  • "Will the Syria Crisis Shock the Markets" September 3, 2013
  • "The 2 Biggest Retirement Misconceptions" August 28, 2013
  • "Making More of a Health Savings Account" August 28, 2013
  • "Value of Key Employee Insurance" August 19, 2013
  • Retirement In Sight for August - August 13, 2013
  • "What if Fannie & Freddie Went Away" August 12, 2013
  • "Could Corporate Tax Cuts Promote Job Growth" August 5, 2013
  • "Pension Questions After the Detroit Bankruptcy" July 29, 2013
  • "How Much Health Care Reform We Will See By 2014" July 15, 2013
  • "What Marriage Equality Means Financially" July 9, 2013
  • "White House Puts Off Part of Health Care Overhaul" July 5, 2013
  • "How Impatience Hurts Retirement Saving" July 2, 2013
  • "The Fed Perturbs the Markets" June 24, 2013
  • "Have You Considered Charitable Gifting" June 20, 2013
  • "Where Did Inflation Go" June 17, 2013
  • "Understanding the Markets" June 10, 2013
  • "Step-Up CDs" June 10, 2013
  • "How Do You Know When You Have Enough to Retire" June 3, 2013
  • "Could the Bulls Still Run Without the Fed" May 31, 2013
  • "Filial Support Laws" May 27, 2013
  • "Wills and Living Trusts" May 20, 2013
  • "Understanding the Gift of Tax Exclusion " May 20, 2013
  • "Has Sell in May Gone Away" May 14, 2013
  • "Charitable IRA Gifts" May 13, 2013
  • "When Will the Easing End" May 8, 2013
  • "Reassessing Retirement Assumptions" April 29, 2013
  • "Setting Up Your Estate to Minimize Probate" April 22, 2013
  • "How LTC Insurance Can Help Protect Your Assets" April 15, 2013
  • "Living Trusts, Fact vs. Fiction" April 8, 2013
  • "Mistakes Families Make With 529 Plans" April 3, 2013
  • "How & When to Sign Up for Medicare" April 1, 2013
  • "When a Family Member Dies" March 25, 2013
  • "A Primer for Estate Planning" March 25, 2013
  • "Can Stocks Advance Further Without a Weak Dollar" March 18, 2013
  • "What Does The Dow' Record High Really Mean" March 11, 2013
  • "Gauging The Sequester' Impact" March 5, 2013
  • "401k Plan Sponsors Can' Ignore Fiduciary Duty" March 4, 2013
  • "Retirement Seen Through Your Eyes" March 3, 2013
  • "The Latest on Social Security" February 26, 2013
  • "Putting Your Tax Refund to Work" February 25, 2013
  • "Should You Make a Child Your IRA Beneficiary" February 18, 2013
  • "ATRA Retirement and Estate Planning Impact" February 12, 2013
  • "Common Deductions Taxpayers Overlook" February 11, 2013
  • "The Fiscal Cliff Deal and Your Taxes" February 4, 2013   
  • "Building an Emergency Fund" January 29, 2013
  • "A Caregiver' Financial Responsibilities" January 22, 2013
  • "The Debt Ceiling Dilemma" January 21, 2013
  • "IRA Contribution Limits Rise for 2013" January 14, 2013
  • "IRA Deadlines are Approaching" January 8, 2013
  • "Why it is Wise to Diversify" January 7, 2013
  • "A Fiscal Cliff Deal Emerges" January 3, 2013
  • "Bad Money Habits to Break in 2013" December 31, 2012
  • "Moving Into a Nursing Home Facility" December 24, 2012
  • "Should You Always Withdraw from IRAs Last" December 19, 2012
  • "Special Needs Trusts" December 10, 2012
  • "Why 2013 Could Be a Very Good Year" December 5, 2012
  • "Other Ways to Save for Retirement" December 2, 2012
  • "The Year in Review - A Look Back at 2012 Thus Far" November 30, 2012
  • "Will You Be Hit by the Medicare Surtax" November 27, 2012
  • "401k Profit Sharing" November 26, 2012
  • "Social Security Claiming Strategies" November 20, 2012
  • "SEP IRAs - Updated 2012" November 15, 2012
  • "The Big Tax Questions of 2013" November 12, 2012
  • "Will the Money Markets Flood with Cash in 2013" November 9, 2012
  • "Some Fiscal Cliff Senarios" November 5, 2012
  • "Big Spenders vs. Big Savers" November 1, 2012
  • "The Aftermath of Sandy" October 30, 2012
  • "Annual Financial To-Do List - 2012 into 2013" October 24, 2012
  • "Important IRS Adjustments for 2013" October 22, 2012
  • "Medicare Open Enrollment for 2013" October 17, 2012
  • "Will the Market Lose Momentum" October 15, 2012
  • "Should You Reduce Risk Exposure as You Get Older" October 8, 2012
  • "Stocks and Presidential Elections" October 1, 2012
  • "Making More of a Health Savings Account" September 24, 2012
  • "Medigap & Medicare Advantage Plans" September 17, 2012
  • "Financial Considerations for 2013" September 17, 2012
  • "Out-of-the-Box Ways to Pay for College" September 10, 2012
  • "Why Is The Market Advancing" September 4, 2012
  • "The Major Retirement  Planning Mistakes" September 3, 2012
  • "How Long Term Care Insurance Can Help Protect Your Assets" August 27, 2012
  • "Personal Financial Worksheet - Montly Budget" August 20, 2012
  • "Financial Questions For The Retiring Homeonwer" August 13, 2012
  • "Has Your Identity Been Stolen" August 6, 2012
  • "Managing the Ups and Downs of Irregular Income" July 30, 2012
  • "What is a Reasonable Retirement Savings Rate" July 19, 2012
  • "Looking at the New Estate Tax Laws - Updated July 2012" July 17, 2012
  • "The Big Estate Planning Question of 2012" July 16, 2012
  • "Retiring Solo" July 12, 2012
  • "Can We Avert the Fiscal Cliff" July 9, 2012
  • "The Retirement Reality Check" July 7, 2012
  • "Insurance Inplications from the Approval of the Affordable Care Act" July 6, 2012
  • "The Financial Impact of the Affordable Care Act" July 2, 2012
  • "Shopping For A Bank or Credit Union" June 25, 2012
  • "20 Tip for Minimizing Your Taxes in 2012 & Beyond" June 20, 2012
  • "The Pros & Cons of Roth IRA Conversions" June 18, 2012
  • "If Interest Rates Rise, What Happens to Bonds" June 14, 2012
  • "Parents, Alzheimers' & Money" June 6, 2012
  • "What Happens Here if Greece Exits The Euro" May 29, 2012
  • "IRA Dates & Milestones To Remember" May 23, 2012
  • "Why Don' You Have Disabilty Income Insurance?" May 11, 2012
  • "Sell In May ... Go Away?" May 1, 2012
  • "Alternative Investments, At A Glance" April 24, 2012
  • "Audit Red Flags" April 18, 2012
  • "When Will Gas Prices Fall?" April 9, 2012
  • "Ways To Put A Refund To Work" March 26, 2012
  • "Could Gas Prices Harm The Recovery?" March 21, 2012
  • "Underpublicized 2012 Tax Changes & Reminders" March 12, 2012
  • "China, Its Currency & The Gobal Economy" March 4, 2012
  • "Tax Corporations Less...Tax Dividends More" March 2, 2012
  • "Obama Proposed 2013 Budget & The Taxpayer" February 19, 2012
  • "The Landmark Mortgage Settlement" February 13, 2012
  • "The Facebook IPO" February 6, 2012
  • "GDP Improves, Yet Disappoints" January 31, 2012
  • "Are People Really Retiring Later?" January 23, 2012
  • "RMD Precautions & Options" January 16, 2012
  • "Getting Off On The Right Foot in 2012" January 9, 2012
  • "US Stocks Held Up Relatively Well in 2011" January 2, 2012
  • "Budget Cuts & The Debt Ceiling" July 18, 2011 
  • "Small Fees, Big Impact" July 12, 2011
  • "The D Word Haunts Wall Street" July 5, 2011
  • "Current CD Quandary" June 20, 2011
  • "Reasons for Optimism" June 13, 2011
  • "A Womens Financial Reality" June 6, 2011
  • "Auto-Enroll 401(k)" May 31, 2011
  • "When Will The Debt Ceiling Affect Stocks" May 23, 2011
  • "Retirement Plan Fiduciary" May 18, 2011
  • "Debt Ceiling" May 16, 2011
  • "More Audits For The Wealthy" May 9, 2011
  • "bin Ladens Death and The Global Market Place" May 5, 2011
  • "A Closer Look At Gold" May 2, 2011
  • "Will Gas Hit $5.00 A Gallon?" April 25, 2011
  • "How To Improve Your Credit Report" April 18, 2011
  • "6 Ways To Get Out Of Debt" April 11, 2011
  • "Little Known Tax Breaks" April 4, 2011
  • "An Inherited IRA" March 28, 2011
  • "Is Inflation Back?" March 24, 2011
  • "The Crisis In Japan and US Stocks" March 18, 2011
  • "The Return to Large Caps" March 14, 2011
  • "The Big Estate Planning Question of 2011" March 7, 2011
  • "IRA Deadlines Are Approaching" March 7, 2011
  • "Should You Pay Off Your House Before You Retire?" February 28, 2011
  • "The 2% Opportunity" February 21, 2011
  • "Impact Investing" February 14, 2011
  • "White House Plans To Wind Down Fannie and Freddie" February 14, 2011
  • "Unrest in Egypt" February 7, 2011
  • "2011 Tax Notes" January 31, 2011
  • "Estate Planning" January 24, 2011
  • "IRA Changes" January 17, 2011
  • "2010 In Review" January 10, 2011
  • "Shift to Life Insurance" January 3, 2011
  • "What Could a Payroll Tax Cut Mean for Social Security?" December 13, 2010
  • "Obama’s Tax Compromise" December 9, 2010
  • "Implications of the Bush Tax" November 22, 2010
  • "Are Your Grand Kids Financially Literate?" November 12, 2010
  • "Assessing The Midterm" November 5, 2010
  • "How Healthy Is The US Dollar?" October 25, 2010
  • "Small Business Jobs Act" October 19, 2010
  • "Spend Less Now, Live It Up Later" October 4, 2010
  • "Why You Shouldn’t Withdraw From Your 401(k)" September 27, 2010
  • "Life Insurance Check Up Time" September 21, 2010
  • "The Small Business Jobs Act" September 20, 2010
  • "Credit Freezing" September 13, 2010
  • "Obamas Mid-Term Tax" September 13, 2010
  • "UGMA and UTMA Accounts" August 30, 2010
  • "Good Financial Steps To Take When You Get Married" August 25, 2010
  • "Court Ruling of LLC" August 24, 2010
  • "Which Financial Documents Should You Keep On File?" August 16, 2010
  • "Will Things Improve For Medicare and Social Security?" August 9, 2010
  • "Will The Bush ERA Tax Cuts Be Saved" August 2, 2010
  • "Paying For College While Saving For Retirement" July 26, 2010
  • "Financial Reform Rolls Out" July 20, 2010
  • "The Impact of Investment Fees" July 12, 2010
  • "Should You Downsize For Retirement" July 5, 2010
  • "Happy 4th of July" July 4, 2010
  • "Financial Reform: The Table Is Set" June 28, 2010
  • "Taxing The Rich To Pay For Health Care Reform" June 21, 2010
  • "Why People Want Independent Financial Advisors" June 14, 2010
  • >"2010 Tax Laws: A Mid Year Update" June 11, 2010
  • "Europe’s Turmoil Has A Silver Lining" June 8, 2010
  • "Interpreting The Correction" June 1, 2010
  • "Memorial Day" May 31, 2010
  • "The 2 Biggest Retirement Misconceptions" May 24, 2010
  • "Is A 1099 Migraine Ahead?" May 17, 2010
  • "European Debt & The US Markets" May 13, 2010
  • "A Wild Thursday On Wall Street" May 6, 2010
  • "The Financial Reform Bill" May 3, 2010
  • "Could A Roth IRA Conversion Affect A Students Financial Aid" April 26
  • "The 47% Controversy" April 19, 2010
  • "Could We See a Nationwide Sales Tax?" April 12, 2010
  • "Fed Stops Buying Mortgage-Linked Securities" April 6, 2010
  • "An Estate Tax Break For Farm Families?" April 5, 2010