Newsletter Archive

Bitcoin Mania

How to Protect Yourself from Information Breaches

Preparing for Wealth Transfer

The Critical Importance of Proper Beneficiary Designations

Preparing for the Impact of Cognitive Impairment

Common Costly Mistakes in Retirement Plans

The Evolving Landscape for Managing Retirement Accounts

Reconciling Disappointing Short Term Performance vs. Achieving Long Term Goals 

Identifying Opportunities in Volatile and Erratic Markets

Year End Tax Savings Strategies 

Uses and Benefits of Trusts

The Challenge to Generate "Safe" Returns in a Low Growth Economy

Realistic Expectations for a Well Diversified Portfolio

A Perspective on Recent Stock Market Volatility

Increased 2014 Tax Rates May Surprise Unprepared Investors

Protecting and Sustaining your Retirement Income

Dangerous Pitfalls and Simple Solutions For Your Estate Plan

Retirement Accounts as a Tool for Legacy Planning

Opportunities Abound in Oil and Gas

Understanding Medicare Costs, Benefits, and Eligibility

Maximizing Social Security Retirement Benefits

Tax Planning For "The Fiscal Cliff" 

The Quest for Yield

The Investment Climate for 2012

Changing Strategies for Uncertain Times

Long Term Care (Re-visited)

Strategies to Combat Inflation and Rising Interest       

Temporary Relief from Political Inertia

Quandry of Estate Planning

Financial Regulatory Reform and Fiduciary Responsibility

Life Insurance Review - Now More Than Ever

The New Norm

The Economy

Moving Forward

Economic Crisis

Economic Times

Overdue Change