January 2019
We discuss being aware of the Fixed-Index Annuity (FIA) in the January Newsletter, obtaining your free credit report, tax changes from the Tax Cut and Jobs Act and a new employee fringe benefit offered by some employers.
September 2018
In our September Newsletter we warn of unsolicited IRS calls, new Medicare card confusion, freezing vs. locking your credit and capital gains under the 2018 Tax Cut and Jobs Act.
June 2018
In our June Newsletter, we discuss reduced utility bills from The Tax Cut and Jobs Act, the benefits of a direct donation from your IRA and ways to increase your credit score.
April 2018
In our April Newsletter, we discuss tax traps for heirs of an Inherited IRA, Social Security benefits and working to age 70, a new scam of stealing credit card security codes and The Tax Cut and Jobs Act.
January 2018
In our January Newsletter, we discuss Bitcoins and Income Taxes, worst college majors and better alternatives, three student loan mistakes parents can make and military retirement-new system!