Newsletter - September 2018

What to Do If Your Term Life Insurance Policy Is About to Expire, Do You Plan to Work in Retirement?, Take Charge of Your Student Debt Repayment Plan, What are the new rules for 401(k) hardship withdrawals?, Should I enroll in a health savings acount?

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Newsletter - August 2018

Have You Made Any of These Financial Mistakes?, Tax Benefits of Homeownership After Tax Reform, Building Confidence in Your Strategy for Retirement, What is the federal funds rate?, Can the federal funds rate affect the economy?

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Newsletter - June 2018

Mid-Year Planning:  Tax Changes to Factor In, Investing to Save Time Boosts Happiness Returns, Marriage and Money:  Taking a Team Approach to Retirement, What is the employment situation report, and why is it important to investors?, What is gross domestic product, and why is it important to investors?

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Newsletter - May 2018

Dividend Investing:  Small Payments Can Boost Returns, Quiz:  Can You Answer These Social Security Benefit Questions?, The College Landscape After Tax Reform, What are the gift and estate tax rules after tax reform?, How has tax reform affected the generation-skipping transfer tax?

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