Past Monthly


2021

January

  • Different Inflation Measures, Differtn Purposes
  • Sequence Risk: Preparing to Retire in a Down Market
  • Watch Out for These Financial Pitfalls in the New Year
  • Four Tips to Help Avoid Burnout While Working from Home

2020

December

  • Spreading Generosity
  • Five Tips to Regain Your Retirement Savings Focus in 2021
  • Sharing Your Money Values Can Be Part of Your Legacy
  • How to Help Maintain a High Credit Score

November

  • Baby Boomers Buying More Online
  • Year-End 2020 Tax Tips
  • Is Now a Good Time to Consider a Roth Conversion?
  • Should You Pay Off Student Loans Early or Save More for Retirement?

October

  • Sandwich Generation Caregivers Face Many Challenges
  • Is It Time to Think About Tax-Free Income?
  • Five Investment Tasks to Tackle by Year-End
  • Three Questions to Consider During Open Enrollment

September 

  • Women Outpace Men in Degrees Earned
  • Return of Premium Life Insurance: Protection and Cash Back
  • Printing Money: The Fed's Bond-Buying Program
  • Accumulating Funds for Short-Term Goals

August

  • Almost Nine Out of Ten Women Qualify for Social Security on Their Own
  • The Changing College Landscape
  • Could You Be Responsible for Your Parents' Nursing Home Bills?
  • Three Things to Consider Before Your Next Trip

July 

  • Foreign Tourists
  • Tapping Retirement Savings During a Financial Crisis
  • Portfolio Performance: Choose Your Benchmarks Wisely
  • Debit or Credit? Pick a Card

June 

  • Student Debt: It's Not Just for Young Adults
  • Mid-Year Is a Good Time to Fine-Tune Your Finances
  • Four Questions on the Roth Five-Year Rule
  • The ABCs of Finance: Teaching Kids About Money

May 

  • State Population: Winners and Losers
  • Five Key Benefits of the CARES Act for Individuals and Businesses
  • Will vs. Trust: Know the Difference
  • Why You Might Need Disability Income Insurance

April

  • Tax Refund: Spend or Save
  • Keeping Cool: Investment Strategy vs. Reaction
  • Social Security May Offer a Lifetime of Protection
  • How Long Should You Keep Financial Records?

March

  • Due Date Approaches for 2019 Federal Income Tax Returns
  • Is It Time to Review Your IRA Estate Planning Strategies?
  • Spring Cleaning Your Way to Better Finances
  • Is there any way to stop getting unwanted robocalls?
  • How can I avoid becoming a victim of a social engineering scam?

February

  • Tips for Targeting Your Retirement Savings Goal
  • The SECURE Act Offers New Opportunities for Individuals and Businesses
  • Closing Gaps in Your Insurance Coverage

January

  • Socially Responsible Investing: Aligning Your Money With Your Values
  • Hindsight Is 2020: What Will You Do Differently This Year?
  • Key Retirement and Tax Numbers for 2020