2017 Newsletter

Year-End Charitable Gifting
End-of-the-Year Money Moves
Refrain from Tapping Your Retirement Funds

Retirement Plan Contribution Limits Rise for 2018
Understanding Inherited IRAs
Minimizing Probate When Setting Up Your Estate
Will Debt Spoil Too Many Retirements

Are You Really Saving Enough for Retirement?
Preventing a Debit Card Hack
Financial Priorities Young Families Should Address
Before You Claim Social Security

Investing in Your Beliefs
Having the Money Talk with Your Children
Will You Really Be Able to Work Longer
Who Needs Estate Planning
Should Millennials Be Your Money Models

Keep Calm, Stay Invest
Beware of Emotions Affecting Your Money Decisions
A Primer for Estate Planning
The Real Cost of College

Saving More Money, Now & Later
Understanding the Gift Tax
What Financial Documents Should You Keep On File?
Getting (Mentally) Ready to Retire

The Equifax Data Breach
Questions After the Equifax Data Breach
Good Financial Steps to Take When You Get Married
How Much Should You Save By Age 30, 40, 50, or 60?

The Importance of Financial Literacy
Ways the Middle Class Can Make a Difference for Charity
Combining Your Finances When You Marry

What Could You Do With Your Tax Refund?
Robo-Advisors vs. Human Advisors
The Advantages of HSAs
Managing Money Well as a Couple

2017 Retirement Account Limits
Making & Keeping Financial New Year' Resolutions
Life Insurance Before Age 40
Saving $1 Million for Retirement

Is Women' Wealth Growing Faster Than Men' Wealth?
Retirement Planning For Single Parents
Could You Improve Your Personal Finances Today?
Do Our Attitudes About Money Help or Hurt Us?

Building an Emergency Fund
When Someone Dies Without a Will
Key Estate Planning Mistakes to Avoid
The 60-Day IRA Rollover Rule