Broker Check

2013 Newsletter

12-2013

  • The Importance of Staying Invested
  • Financial First Steps After Having a Baby
  • Dispelling Myths about 529 Plans
  • Lighten the Load

11-2013

    • Understanding Financial Capital and Human Capital
    • Financial Planning for Women
    • Financial Experience and Behaviors Among Women
    • Saving Is Not Enough

    10-2013

      • Saving is Not Enough
      • Three Popular ETF Questions Answered
      • Do You Have a Job-Loss Safety Net?
      • The Risks of Over-Allocated Funds

      09-2013

        • A Quick Look at Mid-Cap Stocks
        • How Are Variable Annuities Different When Held in a Qualified Account?
        • To Trust or Not to Trust
        • Five Lessons from the Three-Year Market Rally

        08-2013

          • Know Your Risks
          • Three Popular ETF Questions Answered
          • Required Minimum Distribution (RMD) Tips and Traps
          • So, You’re ready for Retirement… Or Are You?

          07-2013

            • Know Your Risks
            • Required Minimum Distribution (RMD) Tips and Traps
            • What You Need to Know about Health Savings Accounts
            • 10 Questions to Ask When Selecting and Titling an Annuity

            06-2013

              • Understanding Risk tolerance and Risk Capacity
              • What You Need to Know about Health Savings Accounts
              • A Do-Over for Social Security Benefits
              • Social Security for the Self-Employed

              05-2013

                • Social Security for the Self-Employed
                • How Can Grandparents Help with College Costs
                • Get Your Estate Plan in Gear
                • How Safe is Your Life Insurance Policy?

                04-2013

                  • Social Security for the Self-Employed
                  • Get Your Estate Plan in Gear
                  • A Beginner’s Guide to Credit Cards
                  • Don’t Pay Tax Twice

                  03-2013

                    • Don’t Pay Tax Twice
                    • Get Your Estate Plan in Gear
                    • The Best Ways to Give a Financial Gift to Children
                    • Bleak Picture

                    02-2013

                      • Bleak Picture
                      • Five Key Questions About Long-Term Care Insurance
                      • Questions to Ask Before Venturing Into a Self-Directed IRA
                      • What’s the Number?

                      01-2013

                        • Risk, Not Volatility, Is the Real Enemy
                        • Dividend Income During Downturns
                        • Assessing the Student Loan Landscape
                        • Don’t Forget to Raise Your IRA Contribution