Newsletters

October 2025 Financial Fitness

• Location, Location, Location: The Premium Parents Pay for Top Schools
• Market Strategies: Three Ways to Play Defense in Your Stock Portfolio
• What Happens to Your Time Horizon at Retirement?
• Navigating Medicare Open Enrollment
  
  

September 2025 Financial Fitness

• Boomer Homeownership and Retirement
• Could Employee Ownership Be Part of Your Succession Plan?
• How Has SECURE 2.0 Affected 401(k) Plans?
• Three Ways to Help Build Financial Resilience
  
  

August 2025 Financial Fitness

• Cost Is a Key Factor in College Selection
• Navigating Financial Conversations with Aging Parents
• Avoiding Probate with a TOD Deed and TOD Account
• Staycations Are About More Than Saving Money
  
  

July 2025 Financial Fitness

• Travel Spending Surpasses Pre-Pandemic Levels
• Have You Set a Retirement Savings Goal?
• Buying a Condo? Focus on the Financials
• Family Fun for Less: Tips to Help Cut Costs on Your Next Vacation
  
  

June 2025 Financial Fitness

• State and Local Sales Tax Across the Map
• Will You Pay a Medicare Surcharge?
• Fine-Tuning with Sector Funds
• Peer-to-Peer Payments Are Popular, but Be Careful

May 2025 Financial Fitness

• Prime Workforce Stays Strong
• Versatile 529 Plans Can Help with More than Just College
• Life Insurance in Retirement
• Are Extended Warranties Worth It?

April 2025 Financial Fitness

• Tax Time: Procrastination Is Common and Can Be Costly
• Catch Up for a More Comfortable Retirement
• Debt After Death: What Happens to Debt When Someone Dies?
• Have You Checked Your Social Security Statement Lately?

March 2025 Financial Fitness

• Funding the Federal Government
• Are You Missing the Bull's-Eye with a Target-Date Fund?
• The Versatile Roth IRA
• Concerned About Cyberattacks? The Threat Is Real

February 2025 Financial Fitness

• Steady Growth in Real Wages
• Key Retirement and Tax Numbers for 2025
• Accounts for Two: A Team Approach to Retirement Savings
• Get Ready for Tax Time

January 2025 Financial Fitness

• Do You Have a New Year's Resolution?
• Three Market-Moving Economic Indicators to Watch
• Financial Safety Nets: Exploring Available Sources of Emergency Funds
• What's New for 2025?