The January 2016 financial planning newsletter is now available. It includes an update on the investment markets with perspective on the volatility of the last two weeks, plus an overview of 2015 market returns. In addition, we cover what you need to know when filling out the FAFSA and the tax … [Read more...]
November 2015 Financial Planning Newsletter
Our November 2015 is now available online. It includes details about the social security law changes enacted last fall, as well as action that those ages 66 - 69 before April 29 this year will want to consider taking. In addition, it provides 2016 retirement plan limits, and the Medicare Part B … [Read more...]
August 2015 Personal Finance Newsletter
The August 10, 2015 personal financial planning newsletter is available online. It includes information on qualified longevity annuities, frame-of-reference risk for investing, and investing in China. If you'd like to receive the newsletter as soon as its published, please enter your contact … [Read more...]
June 2015 Personal Finance Newsletter
The June newsletter is now available. In addition to the regular investment update, it includes highlights and take-aways from a book I just read and highly recommend -- Happy Money: The Science of Happier Spending by Professors Elizabeth Dunn and Michael Norton. The newsletter also has updates on … [Read more...]
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