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

  • HOT TOPIC: What Are the Costs of the Government Shutdown?
  • 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

  • HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
  • 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

  • HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
  • 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
  • Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
  • Reviewing Business Structure in Light of Tax Changes

    October

  • Seven Classic Investing Quotes
  • Social Security 101
  • Choosing and Using a College Checking Account
  • Dealing with Divorce
  • Key Tax Breaks for Business Owners

    September

  • HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
  • Risk Tolerance Is About You, Not the Market
  • Insurance with Potential Cash Value
  • Inflation Protection for Investment Dollars
  • A Map to Guide Your Family
  • Family Limited Partnerships for Estate Planning Purposes

    August

  • ETFs on the Rise
  • An Affordable Insurance Solution
  • Oil Prices and the Economy
  • Equity REITs and Rising Rates
  • Reward Workers and Fund Retirement with a Cash Balance Plan