Newsletters

Focus on Financial Fitness

Our Monthly E-Newsletter Containing Tips to Maintain Your Financial Health 

Subsrcibe here.

Month Articles
May 2018
  • Quiz: Can You Answer These Social Security Benefit Questions?
  • The College Landscape After Tax Reform
  • What are the gift and estate tax rules after tax reform?
  • How has tax reform affected the generation-skipping transfer tax?
April 2018
  • Settling an Estate: Executors Inherit Important Title
  • The Standard Deduction and Itemized Deductions After Tax Reform
  • Four Points to Consider When Setting a Retirement Income Goal
  • What are some tips for creating a budget and sticking to it?
  • What are some strategies for paying off credit card debt?
March 2018
  • Due Date Approaches for 2017 Federal Income Tax Returns
  • Four tips for Downsizing in Retirement
  • College Saving: How does a 529 Plan Compare to a Roth IRA?
  • How does working affect Social Security retirement benefits?
  • Will a government pension reduce my Social Security benefits?
February 2018
  • What's Your Money Script?
  • Don't Wait to Ask Aging Parents These Important Questions
  • Deducting 2017 Property Losses from Your Taxes
  • Why is it important to factor inflation into retirement planning?
  • Is a nursing home the only option for long-term care?
January 2018
  • Questions to Ask Before Buying That Thing You've Always Wanted
  • Don't Delay: The Potential Benefits of Starting to Save Now
  • Key Retirement and Tax Numbers for 2018
  • What can I do to crack down on robocalls?
  • How can I protect myself from digital deception?
December 2017
  • Nonprofit Board Membership: A Primer
  • It's Time for Baby Boomer RMDs!
  • Examining the Taxpaying Population: Where Do You Fit In?
  • What financial resolutions should I consider making as I look ahead to 2018?
  • I still have money left in my FSA that I have to use by December 31st. How should I spend it?
November 2017
  • Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
  • Ten Year-End Tax Tips for 2017
  • Five Myths About Group Disability Insurance
  • How much money should a family borrow for college?
  • How can families trim college costs?
October 2017
  • For Women, a Pay Gap Could Lead to a Retirement Gap
  • Medicare and Your Employer Health Plan
  • Managing Debt While Saving for Retirement
  • What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
  • Is the Social Security Administration still mailing Social Security Statements?
September 2017
  • From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime
  • Life Is for the Living, and So Is Life Insurance
  • Five Common Financial Aid Myths
  • If I donate used property to charity, what documentation is needed?
  • How much can I deduct if I donate my car to charity?
August 2017
  • Working in Retirement: What You Need to Know
  • Kickstart Your College Fund with a 529 Plan
  • Test Your Investing IQ
  • How do the economic milestones of young adults today compare with prior generations?
  • Chart: Young Adult Milestones, 1975 vs. 2016
July 2017
  • Four Numbers You Need to Know Now
  • The Health-Wealth Connection
  • Expect the Unexpected: What to Do If You Become Disabled?
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
  • What is a pet trust?
June 2017
  • Alternatives to Long-Term Care Insurance
  • Student Loan Debt: It Isn't Just For Millennials
  • 4 Things to Do in the 4 Years Before College
  • Should I purchase towing and rental reimbursement coverage for my car?
  • What is a funeral trust?
May 2017
  • 401(k) Withdrawals: Beware the Penalty Tax
  • Why Diversification Matters
  • Is It Wise to Trade Your Pension for a Lump Sum
  • Are you ready to retire?
  • Will I owe income taxes when I sell my home?
April 2017
  • Four Ways to Double the Power of Your Tax Refund
  • Spring Cleaning Your Finances
  • Converting Retirement Savings to Retirement Income
  • How can I prepare financially for stormy weather?
  • Do I need to file a gift tax return?
March 2017
  • Due Date Approaches for 2016 Federal Income Tax Returns
  • Table: Federal Student Loans for College
  • Why a Life Insurance Claim May Be Denied
  • What happens to my property if I die without a will?
  • What are some tips for creating a home inventory?
February 2017
  • Quiz: How Much Do You Know About Social Security Retirement Benefits?
  • Tax Tips for the Self-Employed
  • Grandparents Can Help Bridge the College Cost Gap
  • What's the difference between a direct and indirect rollover?
  • I get so many credit card reward offers. How do I know which one to choose?
January 2017
  • Medicare and Medicaid: What's the Difference?
  • Key Retirement and Tax Numbers for 2017 
  • Tax Credits and Deductions for College
  • What should I evaluate when considering a new job offer?
  • I received a new job offer but the salary is low. Should I make a counteroffer?