Newsletter - August 2019

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio, Key Estate Planning Documents, What's New in the College World?, Whare are the warning signs of financial scams targeting older individuals?, How can you avoid falling for the Social Security imposter scam?

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Newsletter - July 2019

Is It Time to Declare Your Financial Independence?, Should You Invest Internationally?, Why Do It Now?  New Research on Procrastination, Have you checked your tax withholding lately?, Do I need to pay estimated tax? 

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Newsletter - June 2019

Time for a Mid-Year Investment Check, Managing Your Money in a Gig Economy, Charitable Giving After Tax Reform, What's the real return on your investments?

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Newsletter - May 2019

Mergers & Acquisitions:  What's in the Deal for Investors?, How Does the Federal Reserve Affect the Economy?, How to Recover from a Mid-Life Financial Crisis, What is a college income-share agreement?, How much money should a family borrow for college?

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