2016 Newsletter

Holiday Wrap-Up
Your Year-End Financial Checklist
Tax-Loss Harvesting

Funding 35-40 Years of Retirement
Could Unclaimed Money Be Yours?
Mind Over Money
Is a SIMPLE IRA Right for Your Business?

October Is National Financial Planning Month
Characteristics of the Millionaires Next Door
The Trump & Clinton Budget Proposals
Is This the Season to Change Jobs?

What Will the Election Do to the Market
The Many Benefits of a Roth IRA
Uploading Your Estate Plan
Making Decisions about Life Insurance

Good Retirement Savings Habits Before Age 40
Big Lady Syndrome
Protecting Your parents From Elder Financial Abuse
What Are Catch-Up Contributions Really Worth?

Money Habits That May Help You Become Wealthier
Women & Retirement Perceptions
Why the Brexit Should Not Rattle Investors
Getting Your Financial Paperwork in Good Order

Why Are We Saving More and Spending Less?
How Millennials Can Get a Good Start on Retirement Planning
You Retire, But Your Spouse Still Works

Tell Your Beneficiaries About Your Accounts and Policies
Wisdom from Warren Buffet
Should You Downsize for Retirement?

Why Aren' You Maxing Out Your 401(K)?
College Funding Options
Financial Panning with Health Insurance in Mind
Should You Plan to Retire on 80% of Your Income?

Retirement Now vs. Then
Should You File Jointly, Or Not?
Reducing the Risk of Outliving Your Money

Will You Avoid These Estate Planning Mistakes
Dealing With Sudden Retirement
The IRS Changes to 529 Plans

Congress Gives Some "Holiday Gifts" to Taxpayers
Making and Keeping Financial Resolutions
The Fed Makes Its Move