 |
March
|
 |
 |
 |
 |
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
|
 |
 |
 |
 |
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
|
 |
 |
 |
 |
Key Retirement and Tax Numbers for 2026
|
 |
 |
 |
 |
Wealthy Colleges Face Expanded Endowment Tax
|
 |
 |
 |
 |
A Roadmap for Your Family
|
 |
 |
 |
 |
Could an HSA Strengthen Your Retirement Strategy?
|
 |
 |
 |
 |
February
|
 |
 |
 |
 |
HOT TOPIC: Geopolitics and the U.S. Financial Markets
|
 |
 |
 |
 |
Keeping Cool in Volatile Markets
|
 |
 |
 |
 |
Q&A on RMDs
|
 |
 |
 |
 |
Don’t Take the Bait: Top Tax Scams in 2025
|
 |
 |
 |
 |
Retroactive Social Security Benefits: A Chance to Turn Back Time
|
 |
 |
 |
 |
Location, Location, Location: The Premium Parents Pay for Top Schools
|
 |
 |
 |
 |
January
|
 |
 |
 |
 |
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
|
 |
 |
 |
 |
Key Tax Law Changes to Higher Education Coming Soon
|
 |
 |
 |
 |
Strategies for Smarter Giving
|
 |
 |
 |
 |
Surprise! It’s Retirement Time
|
 |
 |
 |
 |
Tips to Help Preserve Your Inheritance
|
 |
 |
 |
 |
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
|
 |
 |
 |
 |
December
|
 |
 |
 |
 |
HOT TOPIC: The Shutdown is Over: What Now?
|
 |
 |
 |
 |
Balancing Life in the Sandwich Generation
|
 |
 |
 |
 |
Beneficiary Designations: Who Gets the Money?
|
 |
 |
 |
 |
Closed-End Funds May Offer Higher Income
|
 |
 |
 |
 |
Life Insurance for Two
|
 |
 |
 |
 |
Unpacking the Real Limitations on Unlimited PTO
|
 |
 |
 |
 |
November
|
 |
 |
 |
 |
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
|
 |
 |
 |
 |
Are You Prepared for the High Cost of Dying?
|
 |
 |
 |
 |
What Happens to Your Time Horizon at Retirement?
|
 |
 |
 |
 |
Navigating Medicare Open Enrollment
|
 |
 |
 |
 |
Consider Roth for Tax-Free Income
|
 |
 |
 |
 |
Avoiding Probate with a TOD Deed and TOD Account
|
 |
 |
 |
 |
October
|
 |
 |
 |
 |
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
|
 |
 |
 |
 |
Life Insurance Might Help During Turbulent Economic Times
|
 |
 |
 |
 |
How Has SECURE 2.0 Affected 401(k) Plans?
|
 |
 |
 |
 |
Three Ways to Help Build Financial Resilience
|
 |
 |
 |
 |
Could Employee Ownership Be Part of Your Succession Plan?
|
 |
 |
 |
 |
Grocery Games: Strategies to Help Stretch Your Food Budget
|
 |
 |
 |
 |
September
|
 |
 |
 |
 |
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
|
 |
 |
 |
 |
Consider Munis for Tax-Free Income
|
 |
 |
 |
 |
Navigating Financial Conversations with Aging Parents
|
 |
 |
 |
 |
Voluntourism: A Vacation That Makes a Difference
|
 |
 |
 |
 |
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
|
 |
 |
 |
 |
Why Renters Should Have Their Own Insurance
|
 |
 |
 |
 |
August
|
 |
 |
 |
 |
HOT TOPIC: What’s in the New Tax Legislation?
|
 |
 |
 |
 |
Have You Set a Retirement Savings Goal?
|
 |
 |
 |
 |
Buying a Condo? Focus on the Financials
|
 |
 |
 |
 |
Investing with Market Cap in Mind
|
 |
 |
 |
 |
How Savers and Spenders Can Meet in the Middle
|
 |
 |
 |
 |
Home Appliance Economics
|
 |
 |
 |
 |
July
|
 |
 |
 |
 |
HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
|
 |
 |
 |
 |
Will You Pay a Medicare Surcharge?
|
 |
 |
 |
 |
Fine-Tuning with Sector Funds
|
 |
 |
 |
 |
Peer-to-Peer Payments Are Popular, but Be Careful
|
 |
 |
 |
 |
Individual Bonds vs. Bond Funds: What’s the Difference?
|
 |
 |
 |
 |
Important Tax Breaks for Pass-Through Businesses
|
 |
 |
 |
 |
June
|
 |
 |
 |
 |
HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
|
 |
 |
 |
 |
Versatile 529 Plans Can Help with More than Just College
|
 |
 |
 |
 |
Life Insurance in Retirement
|
 |
 |
 |
 |
Catch Up for a More Comfortable Retirement
|
 |
 |
 |
 |
Look Out for Observation Care
|
 |
 |
 |
 |
Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
|
 |
 |
 |
 |
May
|
 |
 |
 |
 |
HOT TOPIC: Tariffs Drive Market Volatility
|
 |
 |
 |
 |
ETFs Are Closing the Gap with Mutual Funds
|
 |
 |
 |
 |
Debt After Death: What Happens to Debt When Someone Dies?
|
 |
 |
 |
 |
Playing Fair: New Consumer Protections for Airline Passengers
|
 |
 |
 |
 |
QLACs: Your Retirement Accounts Can Act Like Pensions
|
 |
 |
 |
 |
Concerned About Cyberattacks? The Threat Is Real
|
 |
 |
 |
 |
April
|
 |
 |
 |
 |
HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
|
 |
 |
 |
 |
Are You Missing the Bull’s-Eye with a Target-Date Fund?
|
 |
 |
 |
 |
Breaking Down the Numbers: The Soaring U.S. National Debt
|
 |
 |
 |
 |
Cancer Happens: Insurance Can Help Fortify Your Finances
|
 |
 |
 |
 |
Traditional or Roth Contributions? Think It Through for Future You
|
 |
 |
 |
 |
The Four-Day Workweek: Is It Destiny or a Distant Dream?
|
 |
 |
 |
| |
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
|
|