news & resources

Newsletter | April 2018

April’s newsletter discusses the executor’s duties to settling an estate and addresses the new standard deduction and itemized deductions for 2018. It also provides four points to consider when setting a retirement income goal and features four tips to creating and sticking to a budget.

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Newsletter | March 2018

March’s newsletter addresses this year’s tax filing deadline and compares saving for college in a 529 plan versus a Roth IRA. In addition, it features tips for downsizing in retirement and explains how continuing to work may affect your social security retirement benefits.

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Newsletter | February 2018

February’s newsletter features key retirement and tax numbers for 2018 and discusses alternatives to nursing homes for long-term care. In addition, it explains why it’s important to factor inflation into retirement planning and lists important questions to ask aging parents.

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