news & resources

Categories: newsletters

Newsletter | August 2017

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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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.

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Newsletter | 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.

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Newsletter | 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.

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Newsletter | 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.

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Newsletter | 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.

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Newsletter | 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.

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Newsletter | 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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