Newsletter - January 2016

Assessing Portfolio Performance: Choose Your Benchmarks Wisely, Estate Planning Strategies in a Low-Interest-Rate Environment, Are There Gaps in Your Insurance Coverage?, I'm thinking about storing financial documents in the cloud. What should I know?, What's the best way to back up my digital information?
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Newsletter - December 2015

When a Saver Marries a Spender, Every Penny Counts, Give Your Retirement Plan an Annual Checkup, Periodic Review of Your Estate Plan, What is a phased retirement?, Are federal employees eligible for phased retirement?
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Newsletter - November 2015

Don't Forget About Year-End Investment Planning, Think Twice Before Counting on a COLA, Dealing with Medical Billing Issues, How do I change or revoke a will?, What do I need to do to create a will?
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Newsletter - October 2015

The Fed Kicks the Can Down the Road, Monthly Market Commentary, Investors Are Driving Expense Ratios Down, A Few Simple Tips for Fund Investing
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