September’s newsletter explains what you can do if your term life insurance policy is about to expire. In addition, it discusses four points to consider before moving in with your partner and features six questions to ask yourself before enrolling in a health savings account.

August’s newsletter explains the tax benefits of homeownership under the new tax law as well as common financial mistakes made at different stages of life. It also addresses whether you can convert your traditional IRA to a Roth IRA in 2018.

July’s newsletter compares the advantages and disadvantages of naming a trust as an IRA beneficiary. It also features financial tips for newlyweds and explains the difference between a tax deduction and a tax credit.