Newsletter Archives
2019
- How Much Risk Can You Take?
- Key Retirement and Tax Numbers for 2018
- Don't Delay: The Potential Benefits of Starting to Save Now
- Hidden Gem: HSAs in Retirement
- Tax Scams to Watch Out For
- Know Your Mutual Funds
- Mergers & Acquisitions: What's in the Deal for Investors?
- How Does the Federal Reserve Affect the Economy?
- How to Recover from a Mid-Life Financial Crisis
2018
- How Much Risk Can You Take?
- Key Retirement and Tax Numbers for 2018
- Don't Delay: The Potential Benefits of Starting to Save Now
- What can I do to crack down on robocalls?
- What's Your Money Script?
- Deducting 2017 Property Losses from Your Taxes
- Don't Wait to Ask Aging Parents These Important Questions
- Why is it important to factor inflation into retirement planning?
- Due Date Approaches for 2017 Federal Income Tax Returns
- Weathering the Storm: Are You Prepared?
- College Saving: How Does a 529 Plan Compare to a Roth IRA?
- How does working affect Social Security retirement benefits?
- Government Report Details Household Finances
- The Standard Deduction and Itemized Deductions After Tax Reform
- Four Points to Consider When Setting a Retirement Income Goal
- What are some tips for creating a budget and sticking to it?
- Dividend Investing: Small Payments Can Boost Returns
- Quiz: Can You Answer These Social Security Benefit Questions?
- The College Landscape After Tax Reform
- What are the gift and estate tax rules after tax reform?
- Have You Made Any of These Financial Mistakes?
- What is the federal funds rate?
- Can the federal funds rate affect the economy?
- What is the federal funds rate?
- What to Do If Your Term Life Insurance Policy Is About to Expire?
- Take Charge of Your Student Debt Repayment Plan
-
What are the new rules for 401(k) hardship withdrawals?
-
Should I enroll in a health savings account?
- The Tech Sector Could Be Dominating Your Portfolio
- Infographic: Financial Lessons from Football
- Ten Year-End Tax Tips for 2018
- What Happened to Your Money?
- Hybrid Funds: Balanced, Lifestyle, or Target?
- Reviewing Your Estate Plan
2017
- Medicare and Medicaid: What's the Difference?
- Key Retirement and Tax Numbers for 2017
- Growth, Value, or Both
- How can I pay off the credit card debt I racked up over the holidays?
- Tax Tips for the Self-Employed
- Grandparents Can Help Bridge the College Cost Gap
- Can the IRS waive the 60-day IRA rollover deadline?
- What's the difference between a direct and indirect rollover?
- Why Diversification Matters
- Why a Life Insurance Claim May Be Denied
- How can I prepare financiallly for stormy weather?
- What are some tips for creating a home inventory?
- Four Ways to Double the Power of Your Tax Refund
- Converting Retirement Savings to Retirement Income
- Spring Cleaning Your Finances
- What are bond ratings?
- Is Smart Beta a Smart Strategy for You?
- Tax Benefits of Homeownership
- Is It Wise to Trade Your Pension for a Lump Sum?
- What is an ERISA fiduciary?
- Working in Retirement: What You Need to Know
- Test Your Investing IQ
- Kickstart Your College Fund with a 529 Plan
- How do the economic milestones of young adults today compare with prior generations?
- What's the deal with the website Equifax has set up for consumers?
- What is TrustedID Premier?
- What other steps can I take?
- How can I get more information from Equifax?
- Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
- Managing Debt While Saving for Retirement
- Examining the Taxpaying Population: Where Do You Fit In?
- Is the Social Security Administration still mailing Social Security Statements?
- What You Can Do with a Will
- Ten Year-End Tax Tips for 2017
- Five Myths About Group Disability Insurance
- How much money should a family borrow for college?
- Questions to Ask Before Buying That Thing You've Always Wanted
- Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
- It's Time for Baby Boomer RMDs!
- What can I learn from looking back on my financial situation in 2017?
2016
- Assessing Portfolio Performance: Choose Your Benchmarks Wisely
- Estate Planning Strategies in a Low-Interest-Rate Environment
- Are There Gaps in Your Insurance Coverage?
- I'm thinking about storing financial document in the cloud. What should I know?
- Changes to Social Security Claiming Strategies
- Filing Your 2015 Federal Income Tax Return
- Quiz: Which Birthdays Are Financial Milestones?
- What are required minimum distributions (RMDs)?
- Rates on the Rise: Strategies for Fixed-Income Investors
- Cost of Living: Where You Live Can Affect How Rich You Feel
- Can You Get to a Million Dollars?
- How Long will I have to pay for private mortgage insurance?
- Six Potential 401(k) Rollover Pitfalls
- When Disaster Strikes: Deducting
- Casualty Losses
- What's New in the World of Higher Education?
- What is the federal funds rate?
- Understanding Stock Market Indexes
- Four Lessons Grandparents and Grandchildren Can Learn Together
- Nearing Retirement? Time to Get Focused
- How long should I keep financial records?
- Projecting a Happy Retirement
- Debt Optimization Strategies
- Common Financial Wisdom: Theory vs. Practice
- Can I make charitable contributions from IRA in 2016
- Investors Are Human, Too
- Be Prepared to Retire in a Volatile Market
- Understanding the Net Investment Income Tax
- Should I pay off my student loans early or contribute to my workplace 401(k)?
- Earnings Call: A Closer Look at Financial Reports
- Ten Year-End Tax Tips for 2016
- Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials
- What are my health-care options if I retire early?
2015
- Healthy Resolutions Can Pay Off (Literally)
- No Matter What Your Age, Your Social Security Statement Matters
- All About IPOs
- Key Numbers for 2015
- 10 Financial Terms Everyone Should Know
- Should Life Insurance Be Part of Your Retirement Plan
- Should I be worried about a Federal Reserve Interest rate hike?
- Retirement Withdrawal Rates
- When Your Child Asks for a Loan, Should You Say Yes?
- How Does Your 529 Plan Stack Up Against the Competition?
- I owe a large amount of money to the IRS. Can I pay what I owe in installments?
- It's Complicated: Money and Happiness
- Planned Charitable Giving
- Millennials vs Boomers: How Wide Is the Gap?
- Are stock dividends reliable as a source of income?
- What's New in the Housing Market for 2015
- Five Steps to Tame Financial Stress
- Prepaid Funeral Arrangements Can Have Grave Consequences
- What is the Roth 401(k) five year rule?
- Financial Mistakes People Make at Different Ages
- Five Ways to Manage Risk in Your Retirement Savings Plan
- The Cost of Credit
- What return are you really earning on your money?
- Correlation and Portfolio Performance
- Six Life Insurance Beneficiary Mistakes to Avoid
- Taxes, Retirement, and Timing Social Security
- I've recently changed my legal name. Do I need to change my name on my Social Security card?
- Six Common 401(k) Plan Misconceptions
- 2015 Year-End Tax Planning Basics
- Frequently Asked Questions on Opening a 529 Plan Account
- My employer now offers wellness benefits as part of its employee benefits package. But what are they?
- Don't Forget About Year-End Investment
- Think Twice Before Counting on a COLA
- Dealing with Medical Billing Issues
- How do I change or revoke a will?
- When a Saver Marries a Spender, Every Penny Counts
- Give Your Retirement Plan an Annual Checkup
- Periodic Review of Your Estate Plan
- What is a phased retirement?
- Are federal employees eligible for phased retirement?