Articles
Castles and Moats Series
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