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.
THE WEALTH COUNSELOR - NOVEMBER 2016
Topics in this month's newsletter include Catch-Up Contributions for your 401(k) or IRA, Year-End Tax Tips, Smart and Effective Charitable Donations, Medicare Changes during Open Enrollment and Medical Coverage for Early Retirement.
THE WEALTH COUNSELOR - SEPTEMBER 2016
This month’s newsletter discusses The Human Side of Investing, Calculating Social Security Benefits, Preparing to Retire in a Volatile Market, the new Cutting-Edge Employee Benefits and Paying off Student Loans vs. Contributing to Workplace 401(k).
THE WEALTH COUNSELOR - JULY 2016
The Wealth Counselor this month deals with Life Insurance Options after Retirement, Common Financial Beliefs and Realities, Unclaimed Property, Financial Firsts with Starting College and College Financial Offerings.
THE WEALTH COUNSELOR - MAY 2016
Topics in this month's newsletter include 401(k) Rollover Pitfalls to Avoid; What to Consider Nearing Retirement; Grandparents and Grandchildren Learning Together; IRA Charitable Contributions and a Charity as Beneficiary of an IRA.
THE WEALTH COUNSELOR - MARCH 2016
This issue of The Wealth Counselor deals with Assessing Portfolio Performance; Reaching a Million Dollars; What's New in the World of Higher Education; College Financial Aid Myths vs. Facts and the Federal Funds Rate.
THE WEALTH COUNSELOR - JANUARY 2016
This month's newsletter discusses How a Military Buyback May Increase your Pension Payout; Performing a Retirement Plan Annual Checkup; Tips for Going Back to College at Any Age and Phased Retirement Options for Private and Federal Employees.