Newsletter - February, 2016

Changes to Social Security Claiming Strategies, Filing Your 2015 Federal Income Tax Return, Quiz: Which Birthdays Are Financial Milestones?, What are required minimum distributions (RMDs)?, Should I delay taking my first RMD
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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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