Our First Quarter 2011 newsletter discusses:

-Inflation or Deflation: Watching for Warning Signs
-Are We in a Bond Bubble?
-Social Security Survivor’s Benefits
-What is Dollar Cost Averaging?

Our Fourth Quarter 2010 newsletter discusses:

-Five Hot Topics in 2011
-Estate Tax Update
-Fixed Annuities vs. CDs: Is One Better Than the Other?
-Can I roll over my traditional 401(k) plan distribution to a Roth IRA?

Our Second Quarter 2010 newsletter discusses:

- A Mid-Year Financial Review: More Time to Plan
- Social Security: File-and-Suspend for Higher Benefits
- How Much Life Insurance Is Enough?
- How have stocks performed after a recession?
- How long does it take a bear market to end?

Our First Quarter 2010 newsletter discusses:

- How to Double the Power of Your Tax Refund
- 529 College Savings Plans vs. Roth IRAs
- Got Stock? The Long and Short of Capital Gains
- What’s an exchange-traded fund?
- How can I use exchange-traded funds?

- Is “Buy and Hold” Dead?
- Roth IRA Conversions in 2010: Goodbye, Income Limits!
- Homeward Bound: Investing in the American Dream
- What health insurance options do college students have?
- Can a student’s health insurance be cancelled during a medically necessary leave of absence?

Our Third Quarter 2009 newsletter discusses:

- Social Security: What Does the Future Hold?
- More Drops in the Higher Education Bucket
- Getting to Yes Despite Investing Differences
- Can creditors reach my 401(k) plan account?
- Can creditors reach my IRA assets?

Our Second Quarter 2009 newsletter discusses:

Social Security: Late Retirement Boosts Benefits
Income Annuities Can Help Fill the Retirement Income Gap
Going to Graduate School: Ways to Pay
How can I diversify in a difficult market?
What are some alternatives to just waiting for a market bottom?

Our June 2009 newsletter discusses:

- Changing Jobs? Take Your 401(k) and … Roll It!
- Refinancing Your Mortgage: Is It Worthwhile?
- Retiring Early? Don’t Forget about Health Insurance
- What tax credits are available for making homes more energy efficient?
- I’m buying my first home, but I already own an investment property. Will I qualify for the first-time homebuyer’s tax credit?

Our May 2009 newsletter discusses:

- Social Security: Late Retirement Boosts Benefits
- Income Annuities Can Help Fill the Retirement Income Gap
- Going to Graduate School: Ways to Pay
- Have the disclosure rules for credit cards changed?
- What is two-cycle billing?