Newsletters
2019
2018
December 2018 NewsletterNovember 2018 NewsletterOctober 2018 NewsletterAugust 2018 NewsletterJuly 2018 NewsletterJune 2018 NewsletterMay 2018 NewsletterNew Medicare Cards Are ComingApril 2018 NewsletterMarch 2018 NewsletterFebruary 2018 NewsletterJanuary 2018 Newsletter
2017
Tax Cuts & Jobs Act Dec. 22, 2017December 2017 NewsletterNovember 2017 NewsletterOctober 2017 NewsletterSeptember 2017 NewsletterAugust 2017 NewsletterJuly 2017 NewsletterJune 2017 NewsletterMay 2017 NewsletterApril 2017 NewsletterMarch 2017 NewsletterFebruary 2017 NewsletterJanuary 2017 Newsletter2017 Key Numbers
2016
December 2016 NewsletterNovember 2016 Newsletter2017 IRA and Retirement Plan LimitsOctober 2016 NewsletterKey Estate Planning Documents You NeedSeptember 2016 NewsletterAugust 2016 NewsletterJuly 2016 NewsletterJune 2016 NewsletterMay 2016 NewsletterApril 2016 NewsletterMarch 2016 NewsletterFebruary 2016 NewsletterJanuary 2016 Newsletter
2015
December 2015 NewsletterNovember 2015 NewsletterOctober 2015 NewsletterSeptember 2015 NewsletterAugust 2015 NewsletterJuly 2015 NewsletterJune 2015 NewsletterMay 2015 NewsletterApril 2015 NewsletterMarch 2015 NewsletterFebruary 2015 NewsletterJanuary 2015 Newsletter2015-2014 Income Tax Key Numbers2015-2014 Retirement Planning Key Numbers2015-2014 Estate Planning Numbers2015 Key Numbers
2014
New Legislation Extends Tax Provisions Through 2014December 2014 NewsletterNovember 2014 Newsletter2015 Social Security and Medicare FiguresOctober 2014 NewsletterSeptember 2014 NewsletterAugust 2014 NewsletterJuly 2014 NewsletterJune 2014 NewsletterMay 2014 NewsletterApril 2014 NewsletterMarch 2014 NewsletterFebruary 2014 NewsletterJanuary 2014 Newsletter2014 Key Retirement Planning Numbers2014 Key Income Tax Numbers2014 Key Estate Planning Numbers
2013
December 2013 NewsletterNovember 2013 NewsletterOctober 2013 NewsletterSeptember 2013 NewsletterAugust 2013 NewsletterJuly 2013 NewsletterJune 2013 NewsletterMay 2013 NewsletterApril 2013 NewsletterMarch 2013 Newsletter2013 Tax Law Snapshot for 2013 Filing SeasonFebruary 2013 Newsletter2013-2012 Key NumbersJanuary 2013 Newsletter
2012
December 2012 NewsletterNovember 2012 NewsletterOctober 2012 NewsletterSeptember 2012 NewsletterAugust 2012 NewsletterJuly 2012 NewsletterJune 2012 NewsletterMay 2012 NewsletterApril 2012 NewsletterMarch 2012 NewsletterFebruary 2012 NewsletterJanuary 2012 Newsletter
2011
December 2011 NewsletterYear-end PlanningNovember 2011 NewsletterOctober 2011 NewsletterSeptember 2011 NewsletterDeadline Approaching for Unduing a 2010 Roth ConversionAugust 2011 NewsletterFUTA Surtax ExpiresLoss of Spouse ChecklistJuly 2011 NewsletterJune 2011 NewsletterMay 2011 NewsletterApril 2011 NewsletterMarch 2011 NewsletterFebruary 2011 NewsletterJanuary 2011 Newsletter2011 Key Numbers
2010
December 2010 NewsletterNovember 2010 NewsletterOctober 2010 NewsletterSeptember 2010 NewsletterAugust 2010 NewsletterJuly 2010 - Interest Rates... Student LoansJuly 2010 NewsletterJune 2010 NewsletterMay 2010 NewsletterApril 2010- Health CareApril 2010 - Overhaul... Student LoansApril 2010 NewsletterMarch 2010 Newsletter
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Most people think they know what their financial issues are. It is only after much discussion that their real financial issues come to light.
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