Newsletters

Spring 2020

Spring 2020

Issue Highlights:

Your Comfort Blanket (Asset)
NICK SCHEUMANN

At Your Service
JESSICA WOTHERSPOON

Sticking to the Plan
MIKE MARSHALL

And More...

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Winter 2020

Winter 2020

Issue Highlights

Important Required Minimum Distribution Changes in 2020
MARK VANDEVELDE

The Foundation of Service 
JESSICA DOWELL

Casual for a Cause
SUE SHOEMAKER

And more...

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Fall 2019

Fall 2019

Issue Highlights

• A Strategy for Every Client
• Protecting Yourself
• Have you created your My Social Security account yet?
• Bet on Businesses
• Life Insurance
• Age is but a Number
• Should I Refinance?
• Economics of Climate Change


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Spring 2019

Spring 2019

Issue Highlights

Happiness Is Contagious
Stephanie Herscher

The Only Thing Certain is Death and Taxes
BY MIKE BARANCYK

Should I Profit from Things I Don’t Agree With?
MARK VANDEVELDE

Trustee of your Trust
MARC RUIZ

and more...

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Winter 2019

Winter 2019

Issue Highlights

Social Security Strategies and Your Retirement
by Bridget Shoemaker

How Are You Impacted by Tax Reform?
Steve Kavois

Staying Balanced and Focused
Joe Starkey

and more...


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Autumn 2018

Autumn 2018

Issue Highlights

Social Security Isn’t Dying
by Andy Smith

Avoid Adding Emotional Risk to your Portfolio
Joe Starkey

Why You Want a Retirement Plan in Writing
Mike Barancyk, AIF®

and more...

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Summer 2018

Summer 2018

Issue Highlights

New Medicare Cards Coming Soon
by Bridget Shoemaker

Great Recession 2.0?
Steve Kavois

Considering Healthcare Costs
Brett Hill

The Investment Rollercoaster
Mario Ruiz

and more...

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Spring 2018

Spring 2018

Issue Highlights

Tax Reform
Shane Crist

The Part-Time Retiree
Joe Starkey

Broker Dealer Change
Marc Ruiz

Ask Your Advisor if they are a Fiduciary
Mike Barancyk, AIF®

and more...

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