THE WEALTH COUNSELOR - NOVEMBER 2022
This month’s Newsletter discusses Higher Spending for Retirees, Year-End Tax Tips for 2022, Sector Weight in Your Portfolio, and Tips for Safe Online Shopping.
THE WEALTH COUNSELOR - SEPTEMBER 2022
Topics in this month’s Newsletter discuss the Cost of Borrowing for a Mortgage, How Much Life Insurance is Needed, Dividends for Income and Total Returns, and Gig Income Earned through an app or online digital platform.
THE WEALTH COUNSELOR - JULY 2022
The Wealth Counselor this month discusses the Labor Force Participation Rate, Life Insurance Living Benefits, Reading a Mutual Fund Prospectus, and Naming a Trusted Contact on an account.
THE WEALTH COUNSELOR - MAY 2022
This issue of The Wealth Counselor discusses Having a Will, Working While Receiving Social Security Benefits, Food Inflation and How to Cope and Raising Money-Smart Teens.
THE WEALTH COUNSELOR - MARCH 2022
This month’s Newsletter discusses Inflation Cuts into Wage Gains, Wealth-Building Strategies for HENRY (high earner, not rich yet), Balancing College and Retirement Strategies, and Federal Student Loan Repayment Resuming in May.
THE WEALTH COUNSELOR - JANUARY 2022
Topics in this month’s Newsletter discuss the Big Boost for Social Security Payments, Annuitization vs. Lifetime Withdrawal for Annuity Income, Building Blocks for Financing College with Less Debt, and How to Correct an Error on Your Credit Report.
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.