Newsletter - July 2016

Mid-Year 2016:  An Investment Reality Check, Q & As on Roth 401(k)s, Finding and Claiming Forgotten Funds, I have matured U.S. savings bonds.  Are they still earning interest and, if not, can I roll them over to another savings bond?, How many types of government savings bonds are there, and what's the difference between them?

Click to Download

Newsletter - June 2016

Projecting a Happy Retirement, Debt Optimization Strategies, Common Financial Wisdom:  Theory vs. Practice, Can I make charitable contributions from my IRA in 2016?, Can I name a charity as beneficiary of my IRA?

Click to Download

Newsletter - May 2016

Understanding Stock Market Indexes, Four Lessons Grandparents and Grandchildren Can Learn Together, Nearing Retirement? Time to Get Focused, How long should I keep financial records?, What are some tips for organizing financial records?

Click to Download

Newsletter - April, 2016

Six Potential 401(k) Rollover Pitfalls, When Disaster Strikes: Deducting Casualty Losses, What's New in the World of Higher Education?, What is the federal funds rate?, Chart: Tracking the Fed
Click to download

Join Our Mailing List

Email Address:*