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January 2012
- Start The Year Off Right
- U.S. Stocks Held Up Well in 2011
- 2011 Economic Review
- Quarterly Economic Update for 2011 Fourth Quarter
- Monthly Economic Update for January, 2012
December 2011
- What Beneficiaries Need To Know
- How To Create A Retirement Budget
- Payroll Tax Cut Extended Two Months
- The Importance of an Actively Managed 401-K
- New Rules for Retiremen Plan Fiduciaries
- Health Care Reform: The Next Three Years
- Monthly Economic Update for December, 2011
November 2011
- The Long Term: Perspective is Valuable in This Volatile Market
- A YTD Review of Stocks
- The Super Committee's Epic Fail
- Now is a Prime Time to Refinance
- Medicare Open Enrollment Ends Dec. 7
- Year-End Money Moves To Take Now
- Uncertainly Over Italy
- Are Additional 401-K Changes Forthcoming?
- IRA & 401-K Changes in 2012
- Obama's New Debt Relief Initiatives
- Monthly Economic Update for November, 2011
October 2011
- Donor-Advised Funds
- Cash Balance Plans as an Option
- The Latest on Social Security
- Has Wall Street Learned from 2008?
- Is Another Recession Imminent?
- Steve Jobs' Death & the Tech Sector
- Stocks in the Fourth Quarter
- Will Social Security Be Taxed?
- Quarterly Economic Update for 3Q, 2011
- Monthly Economic Update for October, 2011
Newsletter Archives
January 2012
- Start The Year Off Right
- U.S. Stocks Held Up Well in 2011
- 2011 Economic Review
- Quarterly Economic Update for 2011 Fourth Quarter
- Monthly Economic Update for January, 2012
December 2011
- What Beneficiaries Need To Know
- How To Create A Retirement Budget
- Payroll Tax Cut Extended Two Months
- The Importance of an Actively Managed 401-K
- New Rules for Retiremen Plan Fiduciaries
- Health Care Reform: The Next Three Years
- Monthly Economic Update for December, 2011
November 2011
- The Long Term: Perspective is Valuable in This Volatile Market
- A YTD Review of Stocks
- The Super Committee's Epic Fail
- Now is a Prime Time to Refinance
- Medicare Open Enrollment Ends Dec. 7
- Year-End Money Moves To Take Now
- Uncertainly Over Italy
- Are Additional 401-K Changes Forthcoming?
- IRA & 401-K Changes in 2012
- Obama's New Debt Relief Initiatives
- Monthly Economic Update for November, 2011
October 2011
- Donor-Advised Funds
- Cash Balance Plans as an Option
- The Latest on Social Security
- Has Wall Street Learned from 2008?
- Is Another Recession Imminent?
- Steve Jobs' Death & the Tech Sector
- Stocks in the Fourth Quarter
- Will Social Security Be Taxed?
- Quarterly Economic Update for 3Q, 2011
- Monthly Economic Update for October, 2011
September 2010
- Coverdells vs. 529 Plans
- Why You Shouldn't Withdraw From Your 401(K)
- The Small Business Jobs Act
- Life Insurance Check-up Time
- Top Ten Reasons NOT To Plan For Retirement
- Vehicles Aimed to Save for College or Make Gifts to Minors
- Financial Steps to Take When You Get Married
- Monthly Economic Update for September, 2010
August 2010
- Which Financial Documents Should You Keep?
- Medicare and Social Security Update
- Will the Bush Era Tax Cuts Be Saved?
- What Exactly is Wealth Management?
- Monthly Economic Update for August, 2010
July 2010
- The Impact of Investment Fees
- The Value of a Specialized 401(K) Audit
- Could You Raise Your Social Security Income By $1,000 a Month?
- Do You Have A Sell Process?
- Should You Downsize For Retirement?
- The Importance of a Life Insurance Audit
- Quarterly Economic Update for 2Q, 2010
- Monthly Economic Update for July, 2010
June 2010
- The Advantages of HSAs
- Financial Reform: The Table Is Set
- How LTC Insurance Can Help Protect Your Assets
- Taxing The Rich To Pay For Health Care
- New Respect For Variable Annuities
- Finding A Tax Break In A Failed Like-Kind Exchange
- SPECIAL REPORT: A Mid-Year Update on 2010 Tax Laws
- Why People Want Independent Financial Advisors
- Europe's Turmoil Has A Silver Lining
- Interpreting the Correction
- Finding A Tax Break In A Failed Like-Kind Exchange
- Monthly Economic Update for June, 2010
May 2010
- The 2 Biggest Retirement Misconceptions
- Health Care Reform Update
- Financial Reform Update
- A Tax Break Your Employees Will Love
- European Debt and the U.S. Markets
- May 6, 2010 - A Wild Thursday On Wall Street
- Charitable Remainder Trusts
- Monthly Economic Update for May, 2010
April 2010
- Which Retirement Plan Suits You?
- Can A Roth Conversion Affect Student Financial Aid?
- "Obamacare" - Separating Facts From Myths
- The 47% Controversy
- A Nationwide Sales Tax?
- Fed Stops Buying Mortgage-Linked Securities
- Quarterly Economic Update for 1Q 2010
- Monthly Economic Update for April, 2010
March 2010
- Bond Investing
- Health Care Changes In America
- The Affordable Health Care Of America Act
- Taking Care of Business After You're Gone
- The DB(k)
- The Monte Carlo Simulation
- What's Going On With The Estate Tax?
- Does The IRS Owe You Money?
- New Tax Perks for Non-Qualified Annuity Owners
- Monthly Economic Update for March, 2010
February 2010
- The Jobs Bill
- A Medigap Update
- Recovering From Unemployment
- 401(K) - Don't Miss The Match
- The Potential of the BRIC Nations
- How Fast Do The Markets Recover?
- Survivor Options on Bonds
- Rules Change For In-Service 401(K) Rollovers
- Monthly Economic Update for February, 2010
January 2010
- Understanding Preferred Stocks
- Financial Issues Facing Same-Sex Couples
- Roth IRA Conversions for 2010 - Updated
- Options for Taking Money Out of a Roth IRA
- The Decade in Review
- Capital Associates: 2009 In Review
- Quarterly Economic Update for 4Q 2009
- Monthly Economic Update for January, 2010
- Some Financial New Year's Resolutions
- Opportunities in Oil & Gas Royalities
- How & When to Sign Up for Medicare
December 2009
- Tax Alert: Plan to Take Advantage of 2010
- Options for Taking Money Out of a Roth IRA
- The DCA Way: Dollar Cost Averaging
- Safety Tips for Online Shopping
- Monthly Economic Update for December, 2009
November 2009
- Should Something Replace the 401(K)?
- Year-End Financial Moves To Think About
- When Will Interest Rates Rise?
- Extended Homebuyer Credits & Jobless Benefits
- Monthly Economic Update for November, 2009
- November is Long Term Care Awareness Month
October 2009
- No SSI Increase for 2010
- Is America Prepared To Retire?
- Quarterly Economic Update for 3Q 2009
- Breaking Bad Money Habits
- Monthly Economic Update for October, 2009
September 2009
- What Do Your Children Know About Building Wealth?
- La La Land
- What to Look for in a Financial Advisor
- Monthly Economic Update for September, 2009
August 2009
- Corporate Profits Improve
- The Recession is Over! Long Live The Recession!
- Clearing Up the Health Care Debate
- Getting A Mortgage Today
- Monthly Economic Update for August, 2009
- America Delays Retirement
July 2009
- Cash For Clunkers
- Could Small Business Cope With Mandatory Health Insurance?
- Same Old Song, With A Different Meaning
- Coping With A Layoff
- Quarterly Economic Update for 2Q 2009
- Monthly Economic Update for July, 2009
June 2009
- Health Care Reform
- Roth IRA Conversions for 2010
- GM Bankruptcy
- Obama's Plan to Overhaul the Financial System
- The Best and the Brightest
May 2009
April 2009
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