Focus on Financial Fitness

Our Monthly E-Newsletter Containing Tips to Maintain Your Financial Health 

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Month Articles
October 2020
  • Working in Retirement
  • Incapacity and Advance Medical Directives
  • Is It Time to Think About Tax-Free Income?
  • Three Questions to Consider During Open Enrollment
September 2020
  • Most Large Employer Health Plans Include Telemedicine
  • Return of Premium Life Insurance: Protection and Cash Back
  • Surge in COVID-19 Scams
  • Back-to-College Insurance Needs
August 2020
  • Do You Have a Will?
  • Four Things to Consider Before Refinancing Your Home
  • Could You Be Responsible for Your Parents' Nursing Home Bills?
  • Going Mobile
July 2020
  • New Twist in the Labor Market
  • Portfolio Performance: Choose Your Benchmarks Wisely
  • Turbulent Times: Bear Markets Come and Go
  • Debit or Credit? Pick a Card
June 2020
  • Student Deb: It's Not Just for Young Adults
  • Investor Psychology: Behavioral Biases That Can Lead to Costly Mistakes
  • Managing Your Workplace Retirement Plans
  • The ABCs of Finance: Teaching Kids About Money
May 2020
  • Tax Refund: Spend or Save
  • Will vs. Trust: Know the Difference
  • The Cost of Family Caregiving
  • How Long Should You Keep Financial Records?
April 2020
  • Tax Refund: Spend or Save
  • Stay-at-Home Spouse? Consider a Spousal IRA
  • Social Security May Offer a Lifetime of Protection
  • How Long Should You Keep Financial Records?
March 2020
  • Spring Cleaning Your Way to Better Finances
  • Evaluating College Acceptances
  • Is there any way to stop getting unwanted
  • robocalls?
  • How can I avoid becoming a victim of a social
  • engineering scam?
February 2020
  • The SECURE Act Offers New Opportunities for
  • Individuals and Businesses
  • Closing Gaps in Your Insurance Coverage
  • How can I lower my credit card debt?
  • How can I improve my credit report?
January 2020
  • Hindsight Is 2020: What Will You Do
  • Differently This Year?
  • Key Retirement and Tax Numbers for 2020
  • Could you survive a no-spend month?
  • How Consumers Spend Their Money
December 2019
  • For College Savings, 529 Plans Are Hard toBeat
  • How to Land a Better Financial Aid Package
  • Should I sign up for an identity theft protection service?
  • Protecting Yourself Against Identity Theft
November 2019
  • Ten Year-End Tax Tips for 2019
  • Tips for Managing Your Holiday Spending
  • What are continuing care retirement communities?
  • Do independent living communities differ fromCCRCs?
October 2019
  • Five Times in Your Life When You Might Need Help with Your Finances
  • Social Security: Shoring Up America's Safety Net
  • What health services aren't covered by Medicare?
  • How much will health care cost?
September 2019
  • Five Retirement Lessons from Today's Retirees
  • Life Insurance with Long-Term Care Benefits
  • How can I teach my high school student the importance of financial literacy?
  • When should I file the FAFSA?
August 2019
  • Mergers & Acquisitions: What's in the Deal for Investors?
  • Key Estate Planning Documents
  • What's New in the College World?
  • What are the warning signs of financial scams targeting older individuals?
July 2019
  • Is It Time to Declare Your Financial Independence?
  • Why Not Do It Now? New Research on Procrastination
  • Managing Your Money in a Gig Economy
  • Have you checked your tax withholding lately?
June 2019
  • Ten Money-Saving Travel Tips
  • Charitable Giving After Tax Reform
  • Financial Advice for Recent College Graduates
  • What's the real return on your investments?
May 2019
  • Quiz: Social Security Survivor Benefits
  • How Does the Federal Reserve Affect the Economy?
  • How to Recover from a Mid-Life Financial Crisis
  • What is a college income-share agreement?
April 2019
  • Five Things to Know Before Becoming a Landlord
  • Rules on Opening a 529 Plan Account for College
  • How Does Your Employer's Retirement Plan Compare?
  • Do I need to get a REAL ID when I renew my license?
March 2019
  • Due Date Approaches for 2018 Federal Income Tax Returns
  • Comparing Financial Aid Packages
  • Four Reasons Your Parents Might Be in Financial Trouble
  • How much does child care really cost?
February 2019
  • Focus on Financial Fitness
  • Hidden Gem: HSAs in Retirement
  • Tax Scams to Watch Out For
  • Life Insurance with a Refund
January 2019
  • Gray Divorce: Dividing Assets Can Impact Retirement
  • Four Tips for Planning a Career Change
  • Key Retirement and Tax Numbers for 2019
  • Can a flexible work schedule help you stay in the workforce after having children?
  • Is bulk buying worth it?