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April 2020

In this issue: What we're doing to help support you in this ever-changing environment

• Wellness Resources Dedicated to Supporting Your Physical, Emotional and Financial Health
• Is There an Upside to This Down Market?
• Video: 5 Keys to Navigating Pullbacks

March 2020

In this issue: Are your attitudes about money holding you back? Plus learn tax diversification advantages and ways to keep your strategies on track.

• Investing Through the Decades
• Investing Through the Decades (video)
• Attitudes About Money Holding You Back?
• Tax Diversification: A Tale of Two Investors
• Keep Emergencies from Derailing Your Strategy
• Investing Rules of the Road #2: Understand Risk

February 2020

In this issue: Tips to surviving tax season, including 9 common tax filing mistakes to avoid.

• 9 Tax Filing Mistakes (and How to Avoid Them)
• Your Tax-filing Checklist
• The SECURE Act: What You Need to Know
• Frequently Asked Tax Questions
• Cost Basis Basics
• Are You Missing an Opportunity for Tax-deferred Growth?
• Find and Share Your Tax Forms in Online Access
• Learn More Tips to Survive Tax Season

January 2020

In this issue: What's ahead in 2020, your guide to getting financially fit and an overlooked source of credit.

• Outlook 2020: 4 Important Questions to Ask - Video
• New Year, New Goals: Get Financially Fit in 2020
• One of the Most Overlooked Sources of Credit
• Have You Fully Funded Your IRA for 2019?
• Tips to Surviving a Move
• Investing Rules of the Road. #1: Develop your strategy