November

  • Five Investment Tasks to Tackle by Year-End
  • Three Questions to Consider During Open Enrollment
  • Passive, Active, or Both?
  • Your Estate: Have You Looked at These Legal Documents Lately?
  • Four Steps to Rebuilding Your Business

    October

  • HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
  • Return of Premium Life Insurance: Protection and Cash Back
  • Accumulating Funds for Short-Term Goals
  • Investing in UITs
  • Business Cycle Basics: Recessions Begin and End Before We Know It
  • Insurance to Help Protect Your Business from Lawsuits

    September

  • HOT TOPIC: The Bull Is Back... Will It Keep Charging?
  • Could You Be Responsible for Your Parents’ Nursing Home Bills?
  • Survivor Benefits Provide a Financial Lifeline
  • Consider Market Caps for Diversification
  • Student Loan Stress? These Plans Might Help
  • Why Family Businesses Should Have Succession Plans

    August

  • HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
  • Debit or Credit? Pick a Card
  • Consider a Roth Conversion for Tax-Free Income
  • Turbulent Times: Bear Markets Come and Go
  • Indexed Annuities: A Strategy to Turn Savings into Retirement Income
  • Crisis Relief: Financial Lifelines for Affected Workers

    July

  • HOT TOPIC: The Shape of Economic Recovery
  • Mid-Year Is a Great Time to Fine-Tune Your Finances
  • Four Questions on the Roth Five-Year Rule
  • Playing Defense: Three Stock Strategies to Help Control Risk
  • The Beige Book: A Timely Economic Read
  • Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

    June

  • HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
  • Managing Your Workplace Retirement Plan
  • Will vs. Trust: Know the Difference
  • Why You Might Need Disability Income Insurance
  • Do ETFs Belong in Your Portfolio?
  • SECURE Act Changes That Matter to Small Employers

    May

  • Keeping Cool: Investment Strategy vs. Reaction
  • Social Security May Offer a Lifetime of Protection
  • The Cost of Family Caregiving
  • Three Life Insurance Strategies for Small Businesses
  • Telemedicine: The Virtual Doctor Will See You Now

    April

  • Setting a Retirement Savings Goal
  • Looking for Value with P/E Ratios
  • Early Retirement and Your Tax-Deferred Savings
  • Living Benefits Can Help Counter Retirement Risks
  • Don’t Let a Disaster Keep the Lights Off Forever

    March

  • Stay-at-Home Spouse? Consider a Spousal IRA
  • Three Lessons from Retirees
  • Five Red Flags That Raise the Odds of an Audit
  • Behavioral Biases That Can Lead to Costly Mistakes
  • Classifying Workers: Know the Rules and Risks

    February

  • HOT TOPIC: The SECURE Act and Your Retirement Savings
  • Three Generations of Retirement Strategies
  • Do Target-Date Funds Hit the Bull’s-Eye for You?
  • Retirement Savings: Traditional, Roth, or Both?
  • Municipal Bonds
  • What Is Cyber Insurance, and Do You Need It?

    January

  • Give and Receive with a Charitable Remainder Trust
  • Running with the Dogs
  • Rain, Sleet, Snow — and Lawsuits?
  • Business or Hobby? It’s All About Taxes
  • Is It Time to Step Up Your Digital Marketing?

    December

  • Online Shopping Tips
  • What’s Required of the Executor of an Estate?
  • Prices and the Economy
  • Qualified Charitable Distributions
  • A New Option for Providing Health Coverage in 2020