Past Monthly

2023

October

  • Uneven Jobs Recovery
  • College Forecast: Skepticism Toward Higher Education Rises
  • HDHP/HSA Pairing May Help Control Medical Costs
  • You've Received an Inheritance, Now What?

September

  • Employee Access to Roth 401(K) Plans on the Rise
  • New Life for Your Old Insurance Policy
  • Four Key Objectives of a Sound Retirement Plan
  • Time to Bulk Up Your Emergency Fund

August

  • Savings for Retirement Health-Care Costs
  • Put Your Money Where Your Values Are
  • Coming in 2024: New 529 Plan-To-Roth IRA Rollover Option
  • Leave a Lasting Gift with an Ethical Will

July

  • More Americans Embrance the Cashless Economy
  • Give Your Money a Midyear Checkup
  • Mutual Funds: What's in Your Portfolio?
  • Home Energy Tax Credits

 

June

  • Education and Earnings
  • Secure 2.0 Act Expands Early Withdrawal Exceptions
  • Why Buy Life Insurance During Unsettled Economic Times?
  • As Your Parents Age, Help Them Protect Their Finances

 

May

  • Reasons to Roll
  • How Taxes Impact Your Retirement - Income Strategy
  • Yours, Mine, and Ours: Financial Tips for Blended Families
  • A Mortgage Recast Is An Alternative to Refinancing

 

April

  • How Changing Shelter Costs Influence Inflation
  • Social Security Offers Benefits from Birth Through Old Age
  • Diversifying with Market Caps
  • Keep and Eye Out for IRS-Related Scams

 

March

  • Where Does Your Income Fit?
  • Are You Eligible for Any of These College-Related Federal Tax Benefits?
  • Time for Spring Cleanup: Organizing Your Financial Records
  • 50 and Older? Here's Your Chance to Catch Up on Retirement Savings

 

February

  • Honey, They Shrunk the Groceries
  • Key Retirement and Tax Numbers for 2023
  • Creating Your Own Operation London Bridge
  • Double Up with a Spousal IRA

January

  • Retirement Age Expectations vs. Reality
  • Balancing Stocks and Bonds in One Fund
  • Fixed For Life: What Can an Annuity do For You?
  • Three Ways to Help Simplify Your Finances

2022

December

  • Stimulus Payments: Spending, Savings, or Both?
  • Three Stretch IRA Alternatives
  • A 529 Plan Can Help Jump-Start Your College Fund
  • Tips for Safe Online Shopping

November 

  • Charitable Giving Remained Flat in 2021
  • Sectors: Overweight, Underweight, or Just Right?
  • Year-End 2022 Tax Tips
  • Is It Time to Buy an Electric Vehicle?

October

  • U.S. Deficit Lower For Now
  • Retirement Savings in a Volatile Market
  • Famous People Who Died Without Proper Planning
  • FAFSA Open on October 1

September 

  • How Are 401(k) Plan Participants Investing Their Money?
  • How Much Life Insurance Do You Need
  • Passive, Active or Both?
  • Building Financial Resilience

August

  • Paying for College: Pieces of the Funding Puzzle
  • Dividends for Income and Total Returns
  • Finding Forgotten Funds
  • What the Red-Hot Job Market Means for Workers

July

  • Quick Recovery for Unemployment Rate
  • Life Insurance Living Benefits
  • Inflation Protection for Investment Dollars
  • The Potential Benefits of Roth IRAs for Children

June

  • GDP Growth Highest in 37 Years
  • A Wealth of Information: How to Read a Mutual Fund Prospectus
  • Should You Consider Tapping the Equity in Your Home?
  • Adjusting Your Tax Withholdings

May

  • Closing the Social Security Funding Gap
  • What's Your Retirement Dream Elevator Pitch?
  • Food Inflation: What's Behind It and How to Cope
  • Avoiding Probate

 

April

  • Three Decades of College Cost Increases
  • Working While Receiving Social Security Benefits
  • Baseball Lessons That Might Help Change Up Your Finances
  • Planning to Quit Your Job? What to Know Before You Go

March

  • Inflation Cuts into Wage Gains
  • ETFs Are Gaining on Mutual Funds: Here's Why
  • Key Retirement and Tax Numbers for 2022
  • Splurge or Save? Making the Most of You Income Tax Refund

February

  • New Businesses May Be Good News for the Economy
  • When Two Goals Collide: Balancing College and Retirement Preparations
  • Going Public: How Are Direct Listings Different from IPOs?
  • Plan Ahead to Help Ease the Burden of Tax Season

January

  • Big Boost for Social Security Payments
  • Are You a HENRY? Consider These Wealth-Building Strategies
  • Building Blocks for Financing College with Less Debt
  • How to Correct and Error on Your Credit Report

2021

December

  • Two Decades of Inflation
  • 401(k) and IRA: A Combined Savings Strategy
  • Charitable Giving Can Be a Family Affair
  • Your Social Security Statement: What's in It for You?

November

  • Rising Premiums
  • Should You Speed Up Your Retirement Plans?
  • Year-End 2021 Tax Tips
  • Smarter Spending on Deep-Discount Days

 

October

  • To Spend or Not to Spend
  • Women Face Challenges in a Post-Pandemic World
  • Is a High-Deductible Health Plan Right for You?
  • Net Price Calculators Help Gauge College Affordability

 

September

  • 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

  • How Long Do Workers Stay with Their Employers?
  • Stock Market Risks in the Sportlight
  • Child Tax Credit for 2021: Will You Get More?
  • Signs of a Scam and How to Resist it

July

  • Can You Fund Your Retirement?
  • Don't Let Debt Derail Your Retirement
  • International Investing: Opportunity Overseas?
  • Is It Time to Cut Cable?

June

  • Young Adults Are More Likely to Lack Health Coverage
  • Considerations When Making Gifts to Children
  • Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover
  • A Steady Strategy

May

  • Motherhood by the Numbers
  • How Well Do You Understand Retirement Plan Rules?
  • Growing Interest in Socially Responsible Investing
  • New Changes to College Financial Aid and Education Tax Benefits

April

  • More People Delay Claiming Social Security
  • Real Estate for Income Diversification
  • Should You Convert Your Term Life to Permanent Life Insurance?
  • Five Tips to Follow When Applying for a Mortgage

March

  • Population Peaks
  • A Financial Wellness Plan Can Help Pave the Road to Retirement
  • Due Date Approaches for 2020 Federal Income Tax Returns
  • Four Things Investors Should Know About Stock Splits

February

  • Majority of Young Adults Living at Home
  • Key Retirement and Tax Numbers for 2021
  • Are Value Stocks Poised for a Comeback?
  • Tips to Help Control Your Finances During the Pandemic

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