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

  • HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
  • 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

  • HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
  • 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

  • HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
  • 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

  • HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
  • 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

  • HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
  • 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

    March

  • HOT TOPIC: Keeping an Eye on Corporate Debt
  • Taking a Team Approach to Retirement Savings
  • IPOs: Consider the Risks Behind the Hype
  • Bridging the Gap Between Retirement and Medicare Eligibility
  • Estate Taxes: Should a Trust Own Your Life Insurance?
  • Succession Plans Often Hinge on Reliable Valuation

    February

  • Need to Tap Your 401(k)? Proceed with Care
  • Looking Back, Looking Ahead
  • Getting Real About Retirement
  • Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
  • A Business Plan Can Be Your Guide to Growth

    January

  • ABLE Accounts for Disability Expenses
  • Are Your Designated Heirs Up-to-Date?
  • Consider a Customized Disability Policy
  • Technology Trend: How Blockchain Could Impact the Future
  • Some Small Companies Facing Tariff Troubles

    December

  • Competing Goals: Pay Off Student Loans or Save for Retirement?
  • Low-Volatility Strategies for a Less Stressful Ride
  • Know Your Mutual Funds
  • Insurance Strategies: Giving Old Life Insurance a New Purpose
  • Weighing a Wider Range of Health Plan Options

    November

  • Is a Roth 401(k) Right for You?
  • Community Property Laws: Yours, Mine, and Ours
  • Help with College: A Gift for Your Grandkids
  • Reviewing Business Structure in Light of Tax Changes