Newsletter - January 2017

Medicare and Medicaid:  What's the Difference?, Key Retirement and Tax Numbers for 2017, Growth, Value, or Both, How can I pay off the credit card debt I racked up over the holidays?, I get so many credit car reward offers.  How do I know which one to choose?

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Newsletter - December 2016

Playing Catch-Up with Your 401(k) or IRA, The Giving Season:  Six Tips for Making Smart and Effective Charitable Donations This Holiday Season, What It Means to Be a Financial Caregiver for Your Parents, 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?

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Newsletter - November 2016

Will vs. Trust:  Is One Better Than the Other?, Are You Ending 2016 Healthy, Wealthy, and Wise?, Pretax, Roth, or After-Tax Contributions:  Which Should You Choose?, Do I need to make any changes to my Medicare coverage for next year?, What changes can I make during this year's Medicare Open Enrollment Period?

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Newsletter - October 2016

Earnings Call:  A Closer Look at Financial Reports, Ten Year-End Tax Tips for 2016, Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials, What are my health-care options if I retire early?, Should I accept my employer's early-retirement offer?

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