March
HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Key Retirement and Tax Numbers for 2021
Are Value Stocks Poised for a Comeback?
Home Sweet Home Equity
Asset Protection: Make Sure Your Umbrella Is Big Enough
Is Your Home Office Also a Tax Shelter?

February
HOT TOPIC: Pandemic Relief Measures and Your Tax Return
Sequence Risk: Preparing to Retire in a Down Market
Watch Out for These Financial Pitfalls in the New Year
New Fed Policy Suggests Low Rates for the Long Term
When You Can’t Speak for Yourself
Big Data for Smaller Players

January
HOT TOPIC: Revisiting the 4% Rule
Five Tips to Regain Your Retirement Savings Focus in 2021
Money Market Funds in a Low Rate Environment
Prepare Your Finances for the Next Emergency
Gift vs. Inheritance: Consider the Tax Difference
Take Advantage of Deductions for Business Investments

December
HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
Should You Pay Off Student Loans Early or Save More for Retirement?
Putting Your Nest Egg in Three Baskets
Full House: Adult Children Coming Home
Income Investors May Find Closed-End Funds on Sale
Your Business: Could You Benefit from a Roth Conversion in 2020?

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
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
 


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