Newsletters
January 2022 Newsletter
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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
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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
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Medicare Open Enrollment for 2022 Begins
- Employer Open Enrollment: Make Benefit Choices That Work for You
- Year-End 2021 Tax Tips
October 2021 Newsletter
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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
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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
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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
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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
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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
-
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
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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
- 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
- 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?
- 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
- 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