2012 Newsletter
- Investing Your Year-End Bonus
- Five Year-End Tax Tips
- The Ins and Outs of the 5-Year Rule for Roth IRAs
- Poverty Trends in Retirement
- Why You Need a Financial Advisor
- Evaluating a Mutual Fund Prospectus
- The Best Investments for Your IRA
- Recent Bond Performance Explained
- Politics and Investment Performance
- Retirement Investing Q&A
- Risk Calibration for Retiree Portfolios
- The Politics of Oil
*Request for Life Insurance Proposal
- The Flavors of Investing
- Know Your Own Inflation Rate
- Should You Refinance Your Mortage
- The Art of Asset Location
- Retirement Income Sources
- Mixed Income
- How to Read a Prospectus
- Find the Right Stock/Bond Mix for College Savings
- The Cost of Taking a Cash Distribution
- How to Cope with Financial Anxiety
- Three-Step Checklist for Turbulent Markets
- Wealth by Numbers
- The Cost of Taking a Cash Distribution
- Takeaways for Retirees from the Recent Market Drop
- Income Gap
- The Personal Saving Rate
- Wealth by Numbers
- Dividends and Taxes: Dos and Don’ts
- Three-Step Checklist for Turbulent Markets
- Take Advantage of Tax-Deferred Accounts
- Simple Steps for Late Savers
- Making the Most of Your 401(k)
- Social Insecurity
- The Importance of Staying Invested
- Retirees: Inflation Protection for Retirement Portfolios
- Making the Most of Your 401(k)
- Assessing Risk
- Bond Basics
- Bond Basics
- Municipal Bonds and Tax-Equivalent Yields
- What Is a Credit Score?
- Don’t Forget to Raise Your IRA Contribution
- Short-Term Focus: Coping with Near-Term Fluctuations
- Options: Not Just for Speculators
- Tax-friendly States for Retirees