July
HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
Seeking Balance in a Mutual Fund
What’s the Real Return on Your Investments?
Indexed Annuities: Growth Potential with Downside Protection
New Study Finds Widespread Job Loss After 50
Calculating Key Financial Ratios

June
HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
A Steady Strategy in Turbulent Times
College Savings: Roth or 529 Plan?
Avoiding Probate with a Transfer-on-Death Deed
Interest Rates and the Economy
Steps to Executing an Exit Strategy

May
HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
Bonds Can Offer Stability Even with Rising Rates
SRI Investing: Not Just for Stocks
Be Aware of Observation Care
Retirement Planning: How Secure Is Social Security?
Watch Out for Scams That Target Businesses

April
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
Do You Need a Power of Attorney?
Why Americans Are Eating Out Less Than Ever
Trusts Offer More Than Estate Tax Protection
Considering Preferreds? Proceed with Caution
Clarifying Tax Deductions for Meals and Entertainment

March
HOT TOPIC: Keeping an Eye on Corporate Debt
Taking a Team Approach to Retirement Savings
IPOs: Consider the Risks Behind the Hype
Bridging the Gap Between Retirement and Medicare Eligibility
Estate Taxes: Should a Trust Own Your Life Insurance?
Succession Plans Often Hinge on Reliable Valuation

February
HOT TOPIC: What Are the Costs of the Government Shutdown?
Need to Tap Your 401(k)? Proceed with Care
Looking Back, Looking Ahead
Getting Real About Retirement
Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
A Business Plan Can Be Your Guide to Growth

January
HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
ABLE Accounts for Disability Expenses
Are Your Designated Heirs Up-to-Date?
Consider a Customized Disability Policy
Technology Trend: How Blockchain Could Impact the Future
Some Small Companies Facing Tariff Troubles

December
HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
Competing Goals: Pay Off Student Loans or Save for Retirement?
Low-Volatility Strategies for a Less Stressful Ride
Know Your Mutual Funds
Insurance Strategies: Giving Old Life Insurance a New Purpose
Weighing a Wider Range of Health Plan Options

November
Is a Roth 401(k) Right for You?
Community Property Laws: Yours, Mine, and Ours
Help with College: A Gift for Your Grandkids
Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
Reviewing Business Structure in Light of Tax Changes

October
Seven Classic Investing Quotes
Social Security 101
Choosing and Using a College Checking Account
Dealing with Divorce
Key Tax Breaks for Business Owners

September
HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
Risk Tolerance Is About You, Not the Market
Insurance with Potential Cash Value
Inflation Protection for Investment Dollars
A Map to Guide Your Family
Family Limited Partnerships for Estate Planning Purposes

August
ETFs on the Rise
An Affordable Insurance Solution
Oil Prices and the Economy
Equity REITs and Rising Rates
Reward Workers and Fund Retirement with a Cash Balance Plan
 


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