2018 Newsletter

Your 2019 Financial To-Do List
Tax Changes That May Be Overlooked
Staying Out of Debt Once You Get Out of Debt

No,That Is Not The I.R.S. Calling
Establishing Good Credit in College
Why You Might Want to Create a Donor-Advised Fund

Getting Your Personal Finances in Shape for 2019
Have You Considered Charitable Gifting?
Filling Out the FAFSA
Smart Financial & Insurance Moves for New Parents

Balancing Your Checkbook
Is Your Company’s 401(k) Plan as Good as It Could be?
5 Retirement Concerns Too Often Overlooked
Build Your Rainy Day Fund

Invest Even if Money is Tight
Leaving a Legacy to Your Grandkids
Guarding Against Identity Theft
Why Do People Put Off Saving for Retirement?

Do you Know Who Your Beneficiaries Are?
Who is Your Trusted Contact?
Coping with College Loans
Why Do People Put Off Savings for Retirement?

Beware of Lifestyle Creep
The Major 2018 Federal Tax Changes
College Funding Options

Set Goals as You Save & Invest
Smart Financial Steps after College
Adjusting Your Portfolio as You Age
Why Life insurance Matters for New Homeowners

The Move Toward Fee-Based Advisory Accounts
Retirement Plans for Individuals & Businesses
Catching Up on Retirement Saving
2018 Retirement Account Limit

Keeping This Correction in Perspective
Managing Student Loan Debt
Wise Money Moves Young Women Can Make
Good Reasons to Retire Later

Why Having a Financial Professional Matters
Bad Money Habits to Break in 2018
Tax Deductions Gone in 2018
What Do You Have in Reserve for 2018

Your 2018 Financial To-Do List
The Risk of Being a Suddenly Single Woman