Newsletters

July 2022 Newsletter
  • Paying for College: Pieces of The Funding Puzzle
  • Finding Forgotten Funds
  • What the Red-Hot Job Market Means for Workers
  • The Potential Benefits of Roth IRAs for Children
June 2022 Newsletter
  • Cost is Big Factor in College Decisions
  • Naming a Trusted Contact
  • Should You Consider Tapping the Equity in Your Home?
  • Preparing for a Natural Disaster
May 2022 Newsletter
  • Do You Have a Will?
  • Avoiding Probate
  • Food Inflation: What's Behind It and How to Cope
  • Three Things to Consider Before Buying a Vacation Home
April 2022 Newsletter
  • Baseball Lessons That Might Help Change Up Your Finances
  • Working While Receiving Social Security Benefits
  • Planning to Quit Your Job? What to Know Before You Go
March 2022 Newsletter
  • Watch Out for These Common Tax Scams
  • Splurge or Save? Making the Most of Your Income Tax Refund
  • Colliding Forces: Russia, Oil, Inflation, and Market Volatilityhttps://conta.cc/3u0nWav
February 2022 Newsletter
  • U.S. Credit-Card Debt Levels Begin to Return to Normal Seasonal Patterns
  • Key Retirement and Tax Numbers for 2022
  • When Two Goals Collide: Balancing College and Retirement Preparations
  • Plan Ahead to Help Ease the Burden of Tax Season
January 2022 Newsletter
  • The Health/Wealth Conundrum
  • Building Blocks for Financing College with Less Debt
  • How to Correct an Error on Your credit Report
  • 401(k) and IRA: A Combined Savings Strategy
December 2021 Newsletter
  • Two Decades of Inflation
  • Charitable Giving Can Be a Family Affair
  • Should You Speed Up Your Retirement Plans?
  • Your Social Security Statement: What's in It for You?
November 2021 Newsletter
  • Medicare Open Enrollment for 2022 Begins 
  • Employer Open Enrollment: Make Benefit Choices That Work for You
  • Year-End 2021 Tax Tips
October 2021 Newsletter
  • Net Price Calculators Help Gauge College Affordability
  • Women Face Challenges in a Post-Pandemic World
  • Is a High-Deductible Health Plan Right for You?
  • Usage-Based Auto Insurance Might Provide Savings
September 2021 Newsletter
  • State Income Tax: Depends on Where You Live or Work
  • Four Reasons to Review Your Life Insurance Needs
  • Grandparent 529 Plans Get A Boost Under New FAFSA Rules
  • A Map for Your Family
August 2021 Newsletter
  • Signs of a Scam and How to Resist It
  • Tips for Managing an Inheritance
  • Child Tax Credit for 2021: Will You Get More?
  • Tips for Keeping Your Teen Driver Safe Behind the Wheel
July 2021 Newsletter
  • Federal Student Loan Interest Rate Set to Increase for 2021-2020
  • Is It Time to Cut Cable?
  • Hostage Date:  Ransomware and Protecting Your Digial Information
  • Should You Be Concerned About Inflation?
June 2021 Newsletter
  • Young Adults Are More Likely to Lack Health Coverage
  • Considerations When Making Gifts to Children
  • Payable on Death (POD) Accounts and U.S. Savings Bonds
  • A Steady Strategy

May 2021 Newsletter

  • Home Sweet Home Equity
  • Growing Interest in Socially Repsonsible Investing
  • Capturing a Lifetime of Memories: A Self-Interview Guide
  • A Financial Wellness Plan Can Help Pave the Road to Retirement
April 2021 Newsletter
  • Women and the Pandemic: Planning for a Healthy Financial Future
  • Test Your Knowledge of College Financial Aid
  • U.S. Credit-Card Debt Levels See Record Drop in 2020
  • What the New CDC Guidelines on COVID-19 and Travel Mean to You

March 2021 Newsletter

  • American Rescue Plan Act Provides Relief
  • Pandemic Relief Measures and Your Tax Return
  • Raising Awareness of COVID-19 Unemployment Insurance Claim Fraud
  • Tax Season Scam Alert

February 2021 Newsletter

  • Financial Aid Changes on the Horizon
  • Umbrella Insurance Offers Extra Liability Coverage
  • Four Tips to Help Avoid Burnout While Working from Home
  • Has Reddit Revealed Major Cracks in the Market?

January 2021 Newsletter

  • Consolidated Appropriations Act Provides Relief to Individuals and Businesses
  • Five Tips to Regain Your Retirement Savings Focus in 2021
  • How to Maintain a High Credit Score
  • FAQS: What You Need to Know About the Second Round of Stimulus Checks

December 2020 Newsletter

  • Taking a Financial Inventory
  • Holiday Safety Tips
  • Estate Planning for Your Digital Assets
  • Sharing Your Money Values Can Be Part of Your Legacy

November 2020 Newsletter

  • Lessons from the Lockdown: A Back-to-Basics Holiday
  • Should You Pay Off Student Loans Early or Save More for Retirement?
  • Seeking Sun or Savings? Explore a Retirement Move
  • Cybercrime Webinar Follow up: Handouts

October 2020 Newsletter

  • Surge in COVID-19 Scams
  • Investor Psychology: Behavioral Biases Can Lean to Costly Mistakes
  • Wills vs. Trusts: Know the Difference
  • Telemedicine: The Virtual Doctor Will See You Now
  • Upcoming Events

September 2020 Newsletter

  • Finding the Right Home
  • Housing Options for Older Individuals
  • Mortgage and Debt Rules of Thumb
  • Upcoming Events

June 2020 Newsletter

  • Skeptical Yet Vulnerable
  • Investor Psychology: Behavioral Biases That Can Lead to Costly Mistakes
  • Will vs. Trust: Know the Difference
  • Telemedicine: The Virtual Doctor Will See You Now

January 2020 Newsletter

  • Tips for Targeting Your Retirement Savings Goal
  • The SECURE Act Offers New Opportunities for Individuals and Businesses
  • Hindsight Is 2020: What Will You Do Differently This Year?
  • Could you survive a no-spend month?
  • How can I improve my credit report?

November 2019 Newsletter

  • Qualified Charitable Distributions: Using Your IRA to Give from the Heart
  • Ten Year-End Tax Tips for 2019
  • Tips for Managing Your Holiday Spending
  • Should I sign up for an identity theft protection service?

September 2019 Newsletter

  • Do Milennials Need Life Insurance?
  • Social Security: Shoring Up America's Safety Net
  • Balancing 401 (k) and HSA Contributions
  • When should I file the FAFSA?

July 2019

  • Is It Time to Declare Your Financial Independence?
  • Why Not Do It Now? New Research on Procrastination
  • Key Estate Planning Documents

May 2019 

  • Ten Money-Saving Travel Tips
  • Rules on Opening a 529 Plan Account for College
  • How Does the Federal Reserve Affect the Economy?
  • How do I replace my Social Security card?

March 2019 

  • Due Date Approaches for 2018 Federal Income Tax Returns
  • Four Reasons Your Parents Might Be in Financial Trouble
  • Reviewing Your Estate Plan
  • What are some tips for creating a home inventory?

January 2019

  • Famous People Who Failed to Plan Properly
  • Key Retirement and Tax Numbers for 2019
  • Tax Scams to Watch Out For
  • What is individual crowdsourcing?
  • How can I tell if a crowdsourcing campaign is a scam?

November 2018 

  • Investing in Yourself for a Change
  • Managing Money When You Marry: Financial Tips for Newlyweds
  • Reviewing Your Estate Plan
  • How can I safely shop online this holiday season?
  • How can I protect my personal and financial information from credit fraud and identity theft?

September 2018 

  • What to Do If Your Term Life Insurance Policy Is About to Expire
  • Take Charge of Your Student Debt Repayment Plan
  • Tax Benefits of Homeownership After Tax Reform
  • Should I cut the cord on cable?

July 2018

  • Have You Made Any of These Financial Mistakes?
  • Investing to Save Time Boosts Happiness Returns
  • Shopping for a New or Used Car
  • What is the federal funds rate?

May 2018

  • Pick Your Plastic: Debit or Credit?
  • Managing Money When You Marry: Financial Tips for Newlyweds
  • Marriage and Money: Taking a Team Approach to Retirement
  • What are Some Tips for Creating a Budget and Sticking to It?

March 2018

  • Due Date Approaches for 2017 Federal Income Tax Returns
  • Four Tips for Downsizing in Retirement
  • Don't Wait to Ask Aging Parents These Important Questions
  • What are Some Tips for Creating a Budget and Sticking to it?

January 2018

  • How Much Risk Can You Take?
  • Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?
  • Key Retirement and Tax Numbers for 2018
  • How Can I Protect Myself from Digital Deception?

November 2017

  • Questions to Ask Before Buying That Thing You've Always Wanted
  • Ten Year-End Tax Tips for 2017
  • It's Time for Baby Boomer RMDs!
  • Is the Social Security Administration Still Mailing Social Security Statements?

September 2017

  • From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime
  • Examining the Taxpaying Population: Where Do You Fit In?
  • Five Common Financial Aid Myths
  • If I Donate Used Property to Charity, What Documentation is Needed?

July 2017

  • Working in Retirement: What You Need to Know
  • Kickstart Your College Fund with a 529 Plan
  • The Health-Wealth Connection