Newsletter - February 2017

Due Date Approaches for 2016 Federal Income Tax Returns, Why Diversification Matters, Why a Life Insurance Claim May Be Denied, How can I prepare financially for stormy weather, What are some tips for creating a home inventory?

Click to Download

Newsletter - January 2017

Medicare and Medicaid:  What's the Difference?, Key Retirement and Tax Numbers for 2017, Growth, Value, or Both, How can I pay off the credit card debt I racked up over the holidays?, I get so many credit car reward offers.  How do I know which one to choose?

Click to Download

Newsletter - December 2016

Playing Catch-Up with Your 401(k) or IRA, The Giving Season:  Six Tips for Making Smart and Effective Charitable Donations This Holiday Season, What It Means to Be a Financial Caregiver for Your Parents, What should I evaluate when considering a new job offer?, I received a new job offer but the salary is low.  Should I make a counteroffer?

 Click to Download

Newsletter - November 2016

Will vs. Trust:  Is One Better Than the Other?, Are You Ending 2016 Healthy, Wealthy, and Wise?, Pretax, Roth, or After-Tax Contributions:  Which Should You Choose?, Do I need to make any changes to my Medicare coverage for next year?, What changes can I make during this year's Medicare Open Enrollment Period?

Click to Download

Join Our Mailing List

Email Address:*