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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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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