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Insight - March 2013
Issue topics include: March Market Outlook Video, "Understanding the New Medicare Tax on
Unearned Income," "A Business Plan Is Your Vision of Success," and "I don't think I'll be able to file my tax return by April 15. Is there any way to file my return at a later date?"
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Insight - February 2013
Issue topics include: February Market Outlook Video AND Added Benefits, "Real-life Financial Tips for Different Generations," "Questions and Answers about Social Security," and "Is winter storm damage covered by my homeowners insurance policy?"
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Insight - January 2013
Issue topics include: January Market Outlook Video and Upcoming Events, "Estate Planning Strategies in a Low-Interest-Rate Environment," "Questions and Answers about Social Security," and "What health-care provisions are effective in 2013?"
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Insight - December 2012
Issue topics include: December Market Outlook Video, "Real-life Financial Tips for Different
Generations," "Compounding Can Add Fuel to Your Portfolio," and "Is winter storm damage covered by my homeowners insurance policy?"
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Insight - November 2012
Issue topics include: November Market Outlook Video, "Post Election Market Outlook," "How to Give Wisely and Well," "Ways Grandparents Can Help with
College Costs," and "What health-care provisions are effective
in 2013?"
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Insight - October 2012
Issue topics include: October Market Outlook Video, "Ways Grandparents Can Help with College Costs," "Four Retirement Planning Mistakes to Avoid," "Can I be reimbursed from my health-care FSA for over-the-counter medications?" and "Should I participate in my employer's wellness program?"
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Insight - August 2012
Issue topics include: August Market Outlook Video, "Should You Make Large Gifts in 2012," "Withdrawals from Traditional IRAs," "Do I need to file a gift tax return?" and "What happens to my property if I die without a will?"
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Insight - July 2012
Issue topics include: July Market Outlook Video, "New 401(k) Plan Disclosure Rules," "Stock Market Metrics: Playing the Numbers," "Can I convert my traditional IRA to a Roth IRA in 2012?" and "Can I undo my Roth IRA conversion?"
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Insight - June 2012
Issue topics include: June 2012 Market Outlook Video, "Ways Parents Can Help Their Boomerang Kids," "Retirement Rules of Thumb," "Is is true that Social Security beneficiaries are being requires to receive their payments electronically?" and "Is the Social Security Administration mailing out annual Social Security Statements?"
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Insight - May 2012
Issue topics include: Social Security and You Seminar! "Retirement Rules of Thumb," "How to Raise a Saver," "What happens to my retirement benefits if my employer goes out of business?" and "What is the Pension Benefit Guarantee Corporation?"
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Insight - April 2012
Issue topics includes: "You Are Cordially Invited...", "Why Women Need Social Security", "Pay Down Debt or Save and Invest?" and "What is personal liability insurance and do I have it?"
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Insight - January 2012
Issue Topics include: January Quarterly Market Outlook video, "2011 Tax Season Considerations Retirement Plan and IRA Limits for 2012," and "With mortgage rates so low, does it make sense to refinance?"