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.
THE WEALTH COUNSELOR - NOVEMBER 2019
Topics in this month’s Newsletter discusses Millennials and Life Insurance; Year-End Tax Tips for 2019 Planning; Taking Advantage of both a 401(k) and a Health Savings Account (HSA); What are Continuing Care Retirement Communities (CCRCs); and Comparing CCRCs and Independent Retirement Communities.
THE WEALTH COUNSELOR - SEPTEMBER 2019
The Wealth Counselor this month discusses the history of Federal Income Tax; Retirement Lessons from Today’s Retirees; Social Security Issues and Options; Teaching Your High Schooler the Importance of Financial Literacy and When You Should File Your FAFSA.
THE WEALTH COUNSELOR - JULY 2019
This issue of The Wealth Counselor discusses Declaring your Financial Independence; What the Federal Reserve actually does; Comparing your Employer’s Retirement Plan; Checking your Tax Withholding; and How Military Veterans Benefit from the new VET TEC Program.
THE WEALTH COUNSELOR - MAY 2019
This month’s Newsletter discusses Exchange-Traded Funds (ETF) Strategies; Financial Advice for Recent College Graduates; Helping Aging Parents; How long it might take to reach your financial goal; and some helpful tips to create a home inventory.
THE WEALTH COUNSELOR - MARCH 2019
Topics in this month’s Newsletter discusses Planning for Tax Filing; Tax Scams to Watch Out For; Health and Health-Care Costs in Retirement; the REAL ID; and How to Replace your Social Security Card.
THE WEALTH COUNSELOR - JANUARY 2019
The Wealth Counselor this month discusses HSAs in Retirement; Tips for Planning a Career Change; Key Retirement and Tax Numbers for 2019 from the IRS; Women Planning for Retirement; and a Flexible Work Schedule after having children.
THE WEALTH COUNSELOR - NOVEMBER 2018
This issue of the Wealth Counselor discusses Gray Divorce; Five Risks to Beware of on the Road to Retirement; Business Owners’ Plan for Retirement; Student Loans Eligible for Forgiveness and Reviewing a Large Bill from a Recent Hospital Visit.
THE WEALTH COUNSELOR - SEPTEMBER 2018
This month’s Newsletter discusses Exploring your Options if your Term Life Insurance Policy is set to Expire; Working While in Retirement; Strategies to help with your Student Debt Repayment Plan; Health Savings Accounts and Options to Consider before Cutting the Cord on Cable.
THE WEALTH COUNSELOR - JULY 2018
Topics in this month’s newsletter discusses the Impact of Dividends; Social Security facts; a conversation a parent should have with their child regarding college costs; information on tax refunds and adjusting your withholding; and the difference between a tax deduction and a tax credit.
THE WEALTH COUNSELOR - MAY 2018
The Wealth Counselor this month discusses Settling an Estate by the Executor; Targeting a Monthly Retirement Income Goal; New Tax Law Deductions; Working and Social Security Retirement Benefits and the New Gift and Estate Tax Rules.
THE WEALTH COUNSELOR - MARCH 2018
This issue of the Wealth Counselor deals with 2017 Federal Income Tax Filing Deadlines; Four Tips for Downsizing in Retirement; How 529 Plans for College Saving Compares to Roth IRAs; How does working affect Social Security retirement benefits; and How Government Pensions may affect Social Security Benefits.
THE WEALTH COUNSELOR - JANUARY 2018
This issue of The Wealth Counselor deals with How Much Risk Can You Take; Key Retirement and Tax Numbers for 2018; Baby Boomer Required Minimum Distributions (RMDs); Reflecting on your 2017 Financial Situation and Long-Term Care Options.
THE WEALTH COUNSELOR - NOVEMBER 2017
This month’s newsletter discusses the Concentration Risk of Company Stock; Ten Year-End Tax Tips for 2017; Financial Tips for Young Adults; How can families trim college costs and 2018 Financial Resolutions to Consider.
THE WEALTH COUNSELOR - SEPTEMBER 2017
Topics in this month’s newsletter includes Women’s Pay Gap on Retirement; Medicare and Your Employer Health Plan; Life is for the Living, and So is Life Insurance; Donating Your Car to Charity and Tax Deductions; and Documentation Needed to Donate Used Property to Charity.
THE WEALTH COUNSELOR - JULY 2017
Topics in this month's newsletter include the Impact of Rising Interest Rates, The Health-Wealth Connection, Understanding Student Loan Debt, Tax Implications of Selling your Home, and What happens to your property if you die without a will.
THE WEALTH COUNSELOR - MAY 2017
This month’s newsletter discusses Smart Beta Investing, Tax Benefits of Homeownership, Pension Lump Sum Payouts, Deciding to Retire and Tips for Creating a Home Inventory.
THE WEALTH COUNSELOR - MARCH 2017
This issue of The Wealth Counselor deals with 2016 Federal Income Tax Return information, Why Diversification is Important, Why a Life Insurance Claim May Be Denied, Preparing Financially for Severe Weather and Tips for Creating a Home Inventory.
THE WEALTH COUNSELOR - JANUARY 2017
The Wealth Counselor this month discusses Balanced Funds which seeks growth and stability; Growth and Value for investment strategies; Caring for your Aging Parents’ Finances; Using Technology to Manage your Money and information on Matured U.S. Savings Bonds.