July

  • HOT TOPIC: The Shape of Economic Recovery
  • Mid-Year Is a Great Time to Fine-Tune Your Finances
  • Four Questions on the Roth Five-Year Rule
  • Playing Defense: Three Stock Strategies to Help Control Risk
  • The Beige Book: A Timely Economic Read
  • Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

    June

  • HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
  • Managing Your Workplace Retirement Plan
  • Will vs. Trust: Know the Difference
  • Why You Might Need Disability Income Insurance
  • Do ETFs Belong in Your Portfolio?
  • SECURE Act Changes That Matter to Small Employers

    May

  • HOT TOPIC: Too Much Oil with Nowhere to Go
  • Keeping Cool: Investment Strategy vs. Reaction
  • Social Security May Offer a Lifetime of Protection
  • The Cost of Family Caregiving
  • Three Life Insurance Strategies for Small Businesses
  • Telemedicine: The Virtual Doctor Will See You Now

    April

  • HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
  • Setting a Retirement Savings Goal
  • Looking for Value with P/E Ratios
  • Early Retirement and Your Tax-Deferred Savings
  • Living Benefits Can Help Counter Retirement Risks
  • Don’t Let a Disaster Keep the Lights Off Forever

    March

  • HOT TOPIC: The Coronavirus and the Global Economy
  • Stay-at-Home Spouse? Consider a Spousal IRA
  • Three Lessons from Retirees
  • Five Red Flags That Raise the Odds of an Audit
  • Behavioral Biases That Can Lead to Costly Mistakes
  • Classifying Workers: Know the Rules and Risks

    February

  • HOT TOPIC: The SECURE Act and Your Retirement Savings
  • Three Generations of Retirement Strategies
  • Do Target-Date Funds Hit the Bull’s-Eye for You?
  • Retirement Savings: Traditional, Roth, or Both?
  • Municipal Bonds
  • What Is Cyber Insurance, and Do You Need It?

    January

  • Give and Receive with a Charitable Remainder Trust
  • Running with the Dogs
  • Rain, Sleet, Snow — and Lawsuits?
  • Business or Hobby? It’s All About Taxes
  • Is It Time to Step Up Your Digital Marketing?

    December

  • Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
  • Online Shopping Tips
  • What’s Required of the Executor of an Estate?
  • Prices and the Economy
  • Qualified Charitable Distributions
  • A New Option for Providing Health Coverage in 2020

    November

  • Three Regrets of Retirees
  • Medicare Open Enrollment
  • Closed-End Funds May Offer Higher Income
  • Taming Investment Taxes
  • Retirement Plans for the Self-Employed Dangle Tax Benefits

    October

  • HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
  • Protection to Help Your Family
  • Five Money Issues to Talk About Before the Wedding
  • What Medicare Won’t Cover
  • Index Update: Shifting Sectors Reflect Social Change
  • Coping with a Labor Shortage

    September

  • Sticker Shock May Drive Consumers to Used Cars
  • Risk Tolerance: Stress-Test Your Portfolio…and Yourself
  • Steps to Help Lower Capital Gains Taxes
  • Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
  • Could Employee Ownership Be Part of Your Succession Plan?

    August

  • Caught in the Middle: The Sandwich Generation
  • Consider REITs for Income and Diversification
  • Life Insurance with Long-Term Care Benefits
  • Qualified Longevity Annuity Contracts (QLACs)
  • A Quick and Dirty Guide to Credit