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Recent Newsletters:

  • 2011 Fourth Quarter Newsletter
    In this issue: Making Financial Resolutions?, Long-Term Care Planning Is Important for Women, How Much Do You Know about Social Security, and Ask The Experts.
  • 2011 Third Quarter Newsletter
    Read the following articles: Talking to Your Child about College Expectations, Medicare and Medicaid: Do You Know the Difference, Tax Advantages of Homeownership, and What happens to my online accounts when I die?
  • 2011 Second Quarter Newsletter
    Topics include the following: The debate about inflation or deflation, the impact of changes in interest rates, trusts to use in an Estate Plan, and charitable gifting from an IRA.
  • 2011 First Quarter Newsletter
    In this issue: Check out considerations for your tax returns in the article 1040 Tax Tips.  Also, read updates on the changes to the Estate Tax and the 2011 limits for Retirement Plan and IRA contributions.  Finally, an article about behavioral finance and the math needed to recover from a downfall.
Older Newsletters:

2010 Fouth Quarter Newsletter

2010 Third Quarter Newsletter 
2010 Second Quarter Newsletter