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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

December 2019

In this issue: Where we think the economy is headed, how to get ahead of retirement risks and more.

• How Much Life is Left in This Economy?
• Thanks for Making Us #1
• Your Age and Your Money - What to Consider at Every Stage of Life
• 4 Steps to a Smoother Retirement - Video
• How to Get Ahead of Retirement Risks
• Received an Inheritance? Here's What to Do Next.

November 2019

In this issue: Our market outlook, tips for bond investing, common investing myths and more.

• Market Outlook: 4th Quarter - Video
• Tips for Gifting Smarter this #Giving Tuesday
• 5 Tips for Bond Investing with "Lower for Longer" Rates
• 4 Things Your Family Should Know About Your Estate Plan
• Steps to Take When a Loved One Passes Away

October 2019

In this issue: How to weather short-term volatility, cybersecurity tips, strategies for protecting your estate and more.

• Are You "Borrowing Trouble" Instead of Being Prepared?
• Roth IRA or Traditional IRA – Which is Right for You?
• 4 Signs You May Be Dealing with a Scammer
• 1 Easy Thing to Do Now to Protect Your Estate
• Ready to Retire but Still Caring for Others?
• October is Cybersecurity Awareness Month