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Newsletters & Financial Briefs

September/October (2011)

  • Get These Decisions Right
  • Is the U.S. Past the Savings Crisis Yet?
  • Using IRA's for Charitable Contributions
  • Taking Required Minimum Distributions
  • Contributing to Spousal IRA's

March/April Issue (2011)

  • Concentrate on the Basics
  • Thinking Strategically about Risk
  • Separating Your Risk
  • Does Buy and Hold Still Make Sense?
  • Business Data

May/June Issue (2010)

  • Should You Convert to a Roth IRA?
  • Advice on Saving for Your Child
  • Keep Saving after Retirement
  • Clamp Down on Spending
  • Business Data

March/April Issue (2009)

  • Finding a Balance Between Risk & Reward
  • Taxes and Your Investments
  • What's a Reasonable Rate of Return?
  • Does Buy and Hold Still Make Sense?
  • Business Data

Special Market Issue (2008)

  • What Should You Do Now?
  • The Current Situation in a Nutshell
  • How time Helps Manage Risk
  • Now What?
  • Are Your Investments Protected?

July/August Issue (2008)

  • Getting the Money Out
  • Should You Contribute to a Roth 401K?
  • Spousal IRAs: Contributing together
  • Protect Your 401(K) Plan with an annual review
  • Business Data
  • News and Announcements

September/October Issue (2007)

  • Plan for 2010 Roth Conversions
  • Rollovers for Non-spouse Beneficiaries
  • Undoing a Roth Conversion
  • Why aren't 401K Plan Balances Larger?
  • News and Announcements

May/June Issue (2007)

  • Moving Gently into Retirement
  • Make Conservative Assumptions
  • A Mortgage and Your Retirement
  • How Much Can You Withdraw?
  • News and Announcements

January/February Issue (2007)

  • Get the Basics Right
  • Preventing Identity Theft
  • Money and Happiness
  • Loan Carefully
  • Business Data
  • News and Announcements

July/August Issue (2006)

  • Where Are All the Jobs Going?
  • How Much Will Social Security Replace?
  • A Look at the Trade Deficit
  • What's Your Inflation Rate?

April/May Issue (2006)

  • Dealing with Asset Basis
  • Estate Planning for your Retirement Accounts
  • A Look at Generation Skipping Taxes
  • Distributing Assets to Adult Children
  • News and Announcements

November/December Issue (2005)

  • Are Federal Deficits a Concern?
  • Why Is the Fed Raising Interest Rates?
  • How Do We Measure Inflation?
  • How Is Employment Measured?
  • Business Data
  • News and Announcements

July/August Issue (2005)

  • Boosting Your 401K Plan's Returns
  • Consider A Conversion
  • Are Defined-Benefit Pension Plans Extinct?
  • Business Data
  • News and Announcements

March/April Issue (2005)

  • Getting Organized for Your Heirs
  • Tips to Consider for Your Estate Plan
  • Thinking Through a QTIP Trust
  • What Is an Intentionally Defective Grantor Trust?
  • Business Data
  • News and Announcements

January/February Issue (2005)

  • The Path to Your Financial Goals
  • Get Your Spending under Control
  • Is an Interest-Only Mortgage Right for You?
  • Diversifying All Your Assets
  • Business Data

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