THE WEALTH COUNSELOR - NOVEMBER 2021
The Wealth Counselor this month discusses a Record of Consumer Complaints in 2020, The Inflation Debate, Challenges Women Face in a Post-Pandemic World, and Smarter Spending on Deep-Discount Days.
THE WEALTH COUNSELOR - OCTOBER 2021
This issue of The Wealth Counselor discusses State Income Tax, 2021 Year-End Tax Tips, New FAFSA Rules for Grandparents' 529 College Plans, and A Letter of Instruction that helps settle your estate.
THE WEALTH COUNSELOR - JULY 2021
This month’s Newsletter discusses Funding Your Retirement; the Child Tax Credit for 2021; Tips for Managing an Inheritance; and Three Reasons to Keep Your Personal and Business Finances Separate.
THE WEALTH COUNSELOR - MARCH 2021
Topics in this month’s Newsletter discuss Different Inflation Measures; A Financial Wellness Plan; 2021 Key Retirement and Tax Numbers; and Tax Filing Information for Coronavirus Distributions.
THE WEALTH COUNSELOR - FEBRUARY 2021
The Wealth Counselor this month discusses Medicare Advantage Plans; Key Retirement and Tax Numbers for 2021; Financial Pitfalls in the New Year, and Paying off Student Loans vs. Saving More for Retirement.
THE WEALTH COUNSELOR - NOVEMBER 2020
This issue of The Wealth Counselor discusses Homeownership Rates During Quarantine; 2020 Year-End Tax Tips; Exploring a Retirement Move, and Saving for Short-Term Goals.
THE WEALTH COUNSELOR - OCTOBER 2020
This month’s Newsletter discusses Women Qualifying for Social Security; COVID-19 Scams; Tips for Refinancing Your Home; and Medicare Open Enrollment.
THE WEALTH COUNSELOR - JULY 2020
Topics in this month’s Newsletter discuss Fraud Losses by Population; Portfolio Benchmarks and Their Relevance; Fillal Responsibility Laws and Families and the rapid expansion of Telemedicine.
THE WEALTH COUNSELOR - MAY 2020
The Wealth Counselor this month discusses the changes of State Population; Investor Psychology, the Roth IRA Five-Year Rule, and Teaching Kids about Money.
THE WEALTH COUNSELOR - MARCH 2020
This issue of The Wealth Counselor discusses the 2019 Federal Income Tax Returns' Due Date; The SECURE Act Offering New Opportunities; Reviewing your IRA Estate Planning Strategies in regards to the SECURE Act; Dealing with Robocalls and How to Avoid Social Engineering Scams.
THE WEALTH COUNSELOR - JANUARY 2020
This month’s Newsletter discusses What to Do After the Death of a Loved One; Changes to Consider in 2020; Key Retirement and Tax Numbers for 2020; The Cost of Retirement Healthcare; and What Health Services are Not Covered by Medicare.