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
HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
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
Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
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

November
HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
Three Regrets of Retirees
Medicare Open Enrollment
Closed-End Funds May Offer Higher Income
Taming Investment Taxes
Retirement Plans for the Self-Employed Dangle Tax Benefits

October
HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
Protection to Help Your Family
Five Money Issues to Talk About Before the Wedding
What Medicare Won’t Cover
Index Update: Shifting Sectors Reflect Social Change
Coping with a Labor Shortage

September
HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
Sticker Shock May Drive Consumers to Used Cars
Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Steps to Help Lower Capital Gains Taxes
Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
Could Employee Ownership Be Part of Your Succession Plan?

August
Caught in the Middle: The Sandwich Generation
Consider REITs for Income and Diversification
Life Insurance with Long-Term Care Benefits
Qualified Longevity Annuity Contracts (QLACs)
A Quick and Dirty Guide to Credit

July
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
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
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
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
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
 


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.

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