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

  • HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
  • 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

  • HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
  • 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

  • HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
  • 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

    July

  • Seeking Balance in a Mutual Fund
  • What’s the Real Return on Your Investments?
  • Indexed Annuities: Growth Potential with Downside Protection
  • New Study Finds Widespread Job Loss After 50
  • Calculating Key Financial Ratios

    June

  • A Steady Strategy in Turbulent Times
  • College Savings: Roth or 529 Plan?
  • Avoiding Probate with a Transfer-on-Death Deed
  • Interest Rates and the Economy
  • Steps to Executing an Exit Strategy

    May

  • Bonds Can Offer Stability Even with Rising Rates
  • SRI Investing: Not Just for Stocks
  • Be Aware of Observation Care
  • Retirement Planning: How Secure Is Social Security?
  • Watch Out for Scams That Target Businesses

    April

  • Do You Need a Power of Attorney?
  • Why Americans Are Eating Out Less Than Ever
  • Trusts Offer More Than Estate Tax Protection
  • Considering Preferreds? Proceed with Caution
  • Clarifying Tax Deductions for Meals and Entertainment