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July
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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
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Will You Pay a Medicare Surcharge?
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Fine-Tuning with Sector Funds
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Peer-to-Peer Payments Are Popular, but Be Careful
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Individual Bonds vs. Bond Funds: What’s the Difference?
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Important Tax Breaks for Pass-Through Businesses
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June
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HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
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Versatile 529 Plans Can Help with More than Just College
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Life Insurance in Retirement
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Catch Up for a More Comfortable Retirement
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Look Out for Observation Care
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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
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May
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HOT TOPIC: Tariffs Drive Market Volatility
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ETFs Are Closing the Gap with Mutual Funds
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Debt After Death: What Happens to Debt When Someone Dies?
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Playing Fair: New Consumer Protections for Airline Passengers
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QLACs: Your Retirement Accounts Can Act Like Pensions
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Concerned About Cyberattacks? The Threat Is Real
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April
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HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
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Are You Missing the Bull’s-Eye with a Target-Date Fund?
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Breaking Down the Numbers: The Soaring U.S. National Debt
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Cancer Happens: Insurance Can Help Fortify Your Finances
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Traditional or Roth Contributions? Think It Through for Future You
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The Four-Day Workweek: Is It Destiny or a Distant Dream?
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March
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HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
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Key Retirement and Tax Numbers for 2025
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Accounts for Two: A Team Approach to Retirement Savings
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Phased Retirement Can Help Smooth the Transition
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Could There Be a Shift from Growth to Value?
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Read a Good Beige Book Lately?
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February
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HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
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Three Market-Moving Economic Indicators to Watch
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Financial Safety Nets: Exploring Available Sources of Emergency Funds
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What’s New for 2025?
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Indexed Annuities: Potential for Growth with Some Downside Protection
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Is Tip Fatigue Wearing You Out?
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January
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HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
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Home Energy Rebates Could Save You Money
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Would You Be Prepared for an Unplanned Early Retirement?
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A Critical Combo: Life Insurance with Long-Term Care Benefits
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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
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A Mortgage Recast Is an Alternative to Refinancing
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December
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Charitable Gifts of Life Insurance
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Eight Ideas for Smarter Holiday Shopping
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An Umbrella Policy Offers Extra Liability Coverage
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Two Tax-Friendly Retirement Plans for the Self-Employed
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November
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HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
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Treasury Yields Off 17-Year Highs
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If You Don’t Have a Will Yet, Why Not?
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FAFSA for 2025-2026 School Year Opens December 1
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Do You Know Your Medicare Coverage Options?
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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
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October
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Can You Put the Brakes on Rising Auto Insurance Premiums?
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Do You Have Enough Life Insurance?
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Making the Most of Your Credit Card
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A Pension Strategy That May Boost Your Income
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What’s Your Real Return?
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September
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HOT TOPIC: Should You Worry About Market Volatility?
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It’s Complicated: Inheriting IRAs and Retirement Plans
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Retroactive Social Security Benefits: A Chance to Turn Back Time
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Eight Great Investing Quotes
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
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Just Your Average Millionaire
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August
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HOT TOPIC: Real Estate Commission Changes Around the Corner
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Watch for These Hazards on the Road to Retirement
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Mixing It Up: Asset Allocation and Diversification
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After the Loss of a Loved One, Watch Out for Scams
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
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Securities and advisory services offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurnce License #0586997.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com
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