August’s newsletter explains what you need to know about working in retirement as well as whether you should consider the risk of climate change when buying a new home. It also features an introduction to 529 plans and a quiz to test your investing IQ.
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Categories: newsletters
Newsletter | July 2017
July’s newsletter discusses the federal estate tax, the connection between health and wealth, and the effects that rising interest rates may have on you. It also explains what a rollover IRA is and whether you can roll your 401(k) account balance over to a Roth IRA.
Read moreNewsletter | June 2017
June’s newsletter features four important numbers you should know as well as what you should do if you become disabled. It also discusses the rise of student debt among older Americans and whether you should purchase towing and rental reimbursement coverage for your car.
Read moreNewsletter | May 2017
May’s newsletter explains the tax benefits of homeownership as well as the growing popularity of socially responsible investing (SRI). It also features important questions to ask yourself when deciding whether or not to retire and discusses when it might make sense to take your pension lump sum.
Read moreNewsletter | April 2017
This month’s newsletter features four ways to double the power of your tax refund as well as tips for spring cleaning your finances. It also explains why a life insurance claim may be denied and what happens to property after death without a will.
Read moreNewsletter | March 2017
March’s newsletter discusses taxes on early 401(k) withdrawals as well as taxes on the sale of a home. It also explains why diversification matters, what to compare when shopping for a fuel-efficient vehicle, and when you may need to file a gift tax return.
Read moreNewsletter | February 2017
February’s newsletter features tax tips for the self-employed as well as a quiz about Social Security retirement benefits. It also discusses how grandparents can help with college costs and explains the difference between a direct and indirect IRA rollover.
Read moreNewsletter | January 2017
This newsletter compares Medicare versus Medicaid as well as growth versus value investment strategies. In addition, it provides key tax numbers for 2017 and explains the most important component of GDP in the United States.
Read moreNewsletter | December 2016
December’s newsletter touches upon catch-up contributions to retirement accounts, tips for making charitable donations, as well as becoming a financial caregiver for your parents. It also discusses the new chip-card technology and what to evaluate when considering a new job offer.
Read moreNewsletter | November 2016
This newsletter explains differences between a will and a trust as well as differences between pretax, Roth, and after-tax contributions to employer-sponsored retirement plans. It provides a year-end financial checklist and answers two questions regarding early-retirement and Medicare coverage.
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