Newsletter - May 2017

Is Smart Beta a Smart Strategy for You?, Tax Benefits of Homeownership, Is It Wise to Trade Your Pension for a Lump Sum?, Are you ready to retire?, What is an ERISA fiduciary?

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Newsletter - April 2017

Four Ways to Double the Power of Your Tax Refund, Converting Retirement Savings to Retirement Income, Spring Cleaning Your Finances, What are bond ratings?, What bond ratings do agencies use?

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Newsletter - March 2017

401(k) Withdrawals:  Beware the Penalty Tax, Buying a Fuel-Efficient Vehicle, Table:  Federal Student Loans for College, What happens to my property if I die without a will?, Do I need to file a gift tax return?

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Newsletter - February 2017

Due Date Approaches for 2016 Federal Income Tax Returns, Why Diversification Matters, Why a Life Insurance Claim May Be Denied, How can I prepare financially for stormy weather, What are some tips for creating a home inventory?

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