Wood Smith Advisors Newsletter

 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.


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