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
