Slide 1


Slide 2
Slide 3
Slide 5
Slide 6


January 25, 2016

Watch Out for These Tax Scams

Now that the new year has begun, tax season will soon begin. As you prepare to file your federal income taxes, you might be approached by a con artist looking…

January 17, 2016

Managing Your Healthcare Costs in Retirement

You might think retirement planning involves setting a savings goal for the future. It does, but it also involves analyzing your future living expenses, making sure you have enough money…

January 11, 2016

January Newsletter

This month’s newsletter comes with tips for a healthier lifestyle, a challenging crossword puzzle, and a recipe for a lucky black-eyed pea stew. Click here to download and print! 

January 4, 2016

4 Ways to Keep Your New Year’s Resolutions

Many people set financial goals as New Year’s resolutions, but these new habits just don’t stick. Why not? Usually, it’s because you made one of these common mistakes… But here…

December 27, 2015

5 Reasons to Avoid This Retirement Mistake

You’ve been saving faithfully for years, stashing money for retirement, but now you’re facing an emergency. You’re tempted to borrow money from your 401(k) fund. After all, it’s your money!…

December 21, 2015

New Social Security Rules Impact Divorced Women

Last month, President Obama signed the Bipartisan Budget Act of 2015. Among other provisions, two major changes to Social Security are set to impact retirees in the coming year. You…

December 14, 2015

5 Steps to Your Charitable Tax Deduction

Toward the end of the year, many of you might be thinking about giving to charity. It feels good to give to charity, and you can make a real difference…

December 7, 2015

December Newsletter

Our December newsletter comes with a holiday safety checklist, a challenging crossword puzzle, and a recipe for delicious gingerbread men cookies. Click here to download and print! 

November 21, 2015

Some Important News About Social Security

Each fall, the Social Security Administration releases an estimate of the cost of living adjustment (COLA) for the next year. Automatic cost of living adjustments have been set to occur…

November 16, 2015

Congress Eliminates Popular Social Security Strategy

For many couples, Social Security will make up an important part of their overall income in retirement. So it shouldn’t be surprising that many retirees look for ways to maximize…