Print
PDF

Newsletters

Newsletter - 2019 Q2

In this Issue...

  • We are #2; Our Clients are Always #1
  • The State of the Pension Address
  • Did You Know?
    • The "110 - Your Age" Rule of Thumb is the New "100 - Your Age"
    • High-Yield Spreads Over Treasuries
    • Retirees:  Your HSA Can Reimburse Medicare Premiums
    • Medicare Marital Mistake
    • ABLE 529s
  • If You Have Company Stock in Your 401(k)...
  • Did You Know?
    • A New Way to Save on Flights
    • Target App & Others

 

 

Newsletter - 2019 Q1

In this Issue...

  • 1099 Schedule & Your Taxes
  • Did You Know?
    • Finding "New" Old Money
    • Ultra-FICO: Score!
    • Credit Card Negotiations
    • Tax Documents: How Long?
  • Flowchart: Shopping for Cell Phones
  • Did You Know?
    • Retirement Savings Credit
    • The American Opportunity Credit, 529s, and ESAs
    • Lifetime Learning Credit for Me
  • Financial Literacy Spotlight

 

Newsletter - 2018 4Q

In this Issue...

  • Why Target Retirement Funds Are Great & Why They Stink
  • What is My Retirement "Nut?"  Defining Goals & Measuring Progress
  • 2019 Contribution Limits are Out!
  • Income is Over the Limit? Get "Obamacare" Subsidies Anyway
  • Save Money on Your Home & Auto Insurance
  • eDelivery & E-mail BounceBacks
  • Did You Know?
    • The Markets After a Mid-Term Election Year
    • If You're On Social Security, You're Getting a Raise in 2019!
    • Free Insurance for Damaged or Stolen Cell Phone!  Free?
    • Child Tax Credit Just Got Richer!

 

Newsletter - 2018 3Q

In this Issue...

  • Should the Fed Raise Rates?
  • Who’s Winning the Trade War?
  • The A-B-Cs of Alpha and Beta
  • Did You Know?There’s Still Time!  Key Dates for Small Biz Retirement Plans
    • Beneficial HSA Beneficiary
    • Kiddie Tax 10.0
    • Kiddie Roth IRA
  • Making the Most of Your Charitable Gifts!
  • Did You Know?Ancillary Financial Support
    • Withholding Check
    • FAFSA Dates

 

Should the Fed Raise Rates?

Who’s Winning the Trade War?

The A-B-Cs of Alpha and Beta

Did You Know?

Beneficial HSA Beneficiary

Kiddie Tax 10.0

Kiddie Roth IRA

There’s Still Time!  Key Dates for Small Biz Retirement Plans

Making the Most of Your Charitable Gifts!

Did You Know?

Withholding Check

FAFSA Dates

Ancillary Financial Support