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.