news & resources


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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Newsletter | October 2016

This newsletter provides insights into interest rates, year-end tax planning, as well as top financial concerns of baby boomers, generation Xers, and millennials. It also discusses health-care options for early retirees and information about home sharing site like Airbnb.

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