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    Castles and Moats Series

    October/November/December 2021 Issue On Fall is here and change is in the air, Page 78

    July/August/September 2021 Issue on The advantages of staying invested, Page 96

    January/February/March 2021 Issue on How to deal with the new normal financially, Page 62

    October/November/December 2020 Issue on Planning strategies during the pandemic, Page 60

    July/August/September 2020 Issue on What to do financially in the new normal with your life, Page 52

    April/May/June 2020 Issue on What is the SECURE Act, Page 64

    January/February/March 2020 Issue on Planning strategies for the new decade, Page 44

    October/November/December 2019 Issue on Year-End Planning Tips, Page 58

    July/August/September 2019 Issue on Income strategies for people nearing retirement, Page 52

    April/May/June 2019 Issue on Things to consider when planning for retirement, Page 64

    January/February/March 2019 Issue on How to Navigate Bonds in a Rising Interest Rate Environment, Page 64

    October/November/December 2018 Issue on Collections, Page 58

    April/May/June 2018 Issue on Market Volatility, Page 38

    January, February, March 2018 Issue on Retirement Planning, Page 42

    October/November/December 2017 Issue on How To Protect Your Credit & Identity, Page 44

    July/August/September 2017 Issue on Summertime Financial, Page 42

    April/May/June 2017 Issue on General Financial Planning Strategies, Page 44

    January/February/March 2017 Issue on Money Sense, Page 48

    October/November/December 2016 Issue on Year End & Holiday Financial Planning Strategies, Page 50

    July/August/September 2016 Issue on Summer Financial Planning Strategies, Page 38

    April/May/June 2016 Issue on Setting Financial Planning Goals, Page 37

    January/February/March 2016 Issue on 5 Year-End Financial Planning Strategies, Page 36

    November/December 2015 Issue on The Best Way To Handle A Volatile Stock Market, Page 46

    September/October 2015 Issue on Savings and Growth, Page 42

    July/August 2015 Issue on Junk Drawer Financial Planning, Page 42

    May/June 2015 Issue on Wealth Coordination, Page 40

    March/April 2015 Issue on Tax Shelters, Page 40

    January/February 2015 Issue on Real Estate, Page 36

    December 2014 Issue on Collectibles, Page 40

    October 2014 Issue on Stocks, Page 40

    July/August/September 2014 Issue on Tax Deductible Strategies, Page 38

    June 2014 Issue on Tax Free Strategies for Savings & Investing, Page 36

    May 2014 Issue on Tax Deferred Retirement Strategies, Page 65

    April 2014 Issue on Savings 2, Page 71

    March 2014 Issue on Savings 1, Page 75

    February 2014 Issue on Insurance Protection, Page 77

    January 2014 Issue on Life Insurance, Page 81

    December 2013 Issue on Ownership Strategies, Page 71

    November 2013 Issue on Wills and Trusts, Page 79

    October 2013 Issue on Social Security, Page 70

    September 2013 Issue on Disability and Medical Insurance, Page 78

    July/August 2013 Issue on Auto, Homeowners, and Liability Insurance, Page 90

    June 2013 Issue on Castles and Moats framework, Page 82

    May 2013 Issue “Is it Better to Inherit Assets or Receive them as a Gift?” page 86

    April 2013 Issue “How to Lose 50% in a Single Day” page 95

    March 2013 Issue “Riding the Financial Waves” page 86