June’s newsletter features mid-year tax planning tips and answers whether you can undo your Roth IRA conversion in 2018. In addition, it discusses how married couples can take a team approach to retirement and explains how you can boost happiness by investing to save time.

May’s newsletter discusses gift and estate tax rules as well as the college landscape after tax reform. It also features a Social Security benefits quiz and four strategies for paying off credit card debt.

April’s newsletter discusses the executor’s duties to settling an estate and addresses the new standard deduction and itemized deductions for 2018. It also provides four points to consider when setting a retirement income goal and features four tips to creating and sticking to a budget.

March’s newsletter addresses this year’s tax filing deadline and compares saving for college in a 529 plan versus a Roth IRA. In addition, it features tips for downsizing in retirement and explains how continuing to work may affect your social security retirement benefits.

February’s newsletter features key retirement and tax numbers for 2018 and discusses alternatives to nursing homes for long-term care. In addition, it explains why it’s important to factor inflation into retirement planning and lists important questions to ask aging parents.

January’s newsletter features 6 financial tips for young adults and discusses key questions in determining your risk tolerance. It also illustrates the benefits of time and compounding returns and offers advice to protect yourself from digital deception.

December’s newsletter features alternatives to long-term care insurance as well as tips on how you can spend your remaining FSA funds before the end of the year. In addition, it addresses the rules and penalties regarding RMDs along with what you can learn by looking back on your financial situation in 2017.

November’s newsletter features 10 year-end tax tips for 2017 as well as 5 myths about group disability insurance. It also covers what you can do with a will and explains the specific types of insurance available for vacation homes.

October’s newsletter discusses concentration risk and offers considerations on how to manage it. It also features tips for reviewing Medicare coverage during open enrollment and addresses the balance between repaying debt and saving for retirement.

This month’s newsletter addresses the coordination of Medicare with your employer health plan as well as the core reasons to have a life insurance policy. It also offers tips to help protect yourself from cybercrime and explains what documentation is required when donating property to charity.