Broker Check

2017 Newsletter

         

12-2017

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

    11-2017

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

      9-2017 

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

        7-2017 

          • 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

          6-2017 

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

            8-2017    

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

            10-2017

            • 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?

              5-2017 

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

                3-2017 

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

                  2-2017

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

                    1-2017

                      • 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?

                      4-2017 

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