August’s newsletter explains the role of 4 key estate planning documents. It also discusses the warnings signs of financial scams and provides 3 tips to avoid falling victim to the Social Security imposter scam.

July’s newsletter discusses when taxpayers may need to pay estimated tax and offers 5 tips to help overcome procrastination. It also provides an overview of the different types of mutual funds and explains how merger and acquisition activity affects investors.

June’s newsletter features 3 mid-year investment checkup questions to consider and explains the difference between your nominal and real investment return. In addition, it discusses charitable giving after tax reform and provides 6 financial tips for recent college graduates.

This month’s newsletter features 9 recent tax legislation changes every business owner should know. It also explains how the federal reserve affects the economy and addresses 5 things to know before becoming a landlord.