Newsletters

Here are our Newsletters from the latest to some of our past issues.

Attachment	Size
Winter 2024 Retire by Thermostat not Thermometer, Now's the Time	1.05 MB
2023 Fall What's Your Purpose...	665.43 KB
Summer 2023- What's the Difference?	1.15 MB
Winter 2023 The Tortoise, the Hare -And Your Retirement Planning.pdf	1.48 MB
Fall 2022 Do You Have a "License to Spend" For Retirement	1.1 MB
Summer 2022 Do You Have "An Interest In Interest"?	796.81 KB
Winter 2022 How's Your Balance?	896.89 KB
Fall-2021 Medicare Simplified	4.81 MB
Summer 2021-Who Like's Paying Taxes?	8.27 MB
Winter 2021 Newsletter Get A Paycheck	734.85 KB
Fall 2020-Annuities 101	4.79 MB
Spring/Summer 2020 Certainty, Despite (Significant) UN-Certainty	5.96 MB
Winter 2020 Why Life Insurance Can Be Interesting Coffee Talk	1.04 MB
CLP Fall 2019 Past, Present, Future	7.03 MB
Summer 2019 What Is Home Care?	763.68 KB
Winter 2019 Tax Cuts & Job Acts (TCJA) Overview	11.14 MB
Fall 2018 Medicare Simplified!	10.4 MB
Spring/Summer 2018 No Place I'd Rather Be!	1.52 MB
Winter 2017 Do I need Life Insurance?	38.51 MB
Summer 2017 What Is Retirement Planning?	1.21 MB
Fall 2017 Who Needs Income? Is "Decumulation" Acceptable?	1.08 MB

Our Newsletters