Newsletters

MARCH 2021 – In this issue Vanishing Branches Asset For the Long Run COVID Restrictions on International Travel Executor Pitfalls Precision Diets Download

DECEMBER 2020 – In this issue Are You Tall Enough To Invest? Being Warren Buffett – For Your Kids Healthy Spending Today = Better Spending Tomorrow The Last Thing To … Read More

NOVEMBER 2020 – In this issue Block Out the Noise: It’s All About Income The DIY Annuity: It May Be Possible, Until It Isn’t Saving To Pay Off The Mortgage … Read More

OCTOBER 2020 – In this issue Play the Center Square – And Dominate! 401(k) Loans and Unemployment – A Bad Combo Deposits: How Magic Happens! The Household CFO: Efficient or … Read More

SEPTEMBER 2020 – In this issue The View From Mount Stupid Non-Guaranteed Assets: In Theory And Practice Has the Pandemic Locked You Out of a HELOC? The Blue Zone Financial … Read More

AUGUST 2020 – In this issue Living Prudently In The Now A One-Club Suggestion For Personal Finance Remote Work, Nexus, and Jock Taxes Technology Dilemma: When Is Easier Better? Download

JULY 2020 – In this issue Why your “number” is Really Two Numbers Financial Insight From the Pandemic: Many Americans Didn’t Make their Beds The Cares Act: Yes or No … Read More

JUNE 2020 – In this issue Surviving the Black Swan Will You Lose Your Rings in Retirement? A Real-Life Risk Tolerance Test Not Having Insurance Makes Me More Careful (What?!) … Read More

MAY 2020 – In this issue Balancing Efficiency and Resilience Cash Values For Retirement Income: A Case Study The Special Needs Trust: A Hopeful Answer to Tough Questions The Actuaries … Read More

APRIL 2020 – In this issue The nastiest, hardest problem in finance The illusion of “defeased debt” Backhoes and life insurance: when “simple” becomes “simplistic” A retirement investment that yields … Read More