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Newsletters

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2024

November Newsletter

  • Employment Stayed Strong Despite High Rates
  • Year-End 2024 Tax Tips
  • A Critical Combo: Life Insurance with Long-Term Care Benefits
  • Playing Fair: New Consumer Protections for Airline Passengers
October Newsletter
  • State Income Tax Across the Map
  • Treasury Yields Hit 17 – Year High
  • If You Don’t Have a Will Yet, Why Not?
  • Two Tax-Friendly Retirement Plans for the Self-Employed
September Newsletter
  • How the Typical American Family Pays for College
  • Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
  • It’s Complicated: Inheriting IRAs and Retirement Plans
  • The IRS Wants More Info About Your Gig Income
August Newsletter
  • How Would You Pay for Long-Term Care?
  • Watch for These Hazards on the Road to Retirement
  • Mixing It Up: Asset Allocation and Diversification
  • After the Loss of a Loved One, Watch Out for Scams
July Newsletter
  • How Much Income Does Social Security Replace?
  • Will You Work Beyond Traditional Retirement Age?
  • Key Retirement and Tax Numbers for 2024
  • Don't Forget About Credit When Planning for Retirement
June Newsletter
  • Financial Regrets
  • Saving for College: 529 Plan vs Roth IRA
  • Should You Buy or Lease Your Next Vehicle?
  • Birthday Benefits Quiz