Articles
Common Sense: Health insurance Strategies to Consider
July – Sept 2023 Issue, Page 159
Winter planning strategies
October/November/December 2022 Issue, Page 104
New Year Strategies to do for 2023
January/February/March 2023 Issue, Page 116
It’s Tax Time Again
April/May/June 2023 Issue, Page 124
Winter planning strategies
January/February/March 2022 Issue, Page 100
Financial strategies that should be considered in the Spring
April/May/June 2022 Issue. Page 96
Dealing with inflation and your money
July/August/September 2022 Issue, Page 149
Fall is here and change is in the air
October/November/December 2021 Issue, Page 78
The advantages of staying invested
July/August/September 2021 Issue, Page 96
How to deal with the new normal financially
April/May/June 2021 Issue, Page 62
Protect Your Assets
January/February/March 2021 Issue on Page 52
Planning strategies during the pandemic
October/November/December 2020 Issue, Page 60
What to do financially in the new normal with your life
July/August/September 2020 Issue, Page 52
What is the SECURE Act
April/May/June 2020 Issue, Page 64
Planning strategies for the new decade
January/February/March 2020 Issue, Page 44
Year-End Planning Tips
October/November/December 2019 Issue, Page 58
Income strategies for people nearing retirement
July/August/September 2019 Issue, Page 52
Things to consider when planning for retirement
April/May/June 2019 Issue, Page 64
How to Navigate Bonds in a Rising Interest Rate Environment
January/February/March 2019 Issue, Page 64
Collections
October/November/December 2018 Issue, Page 58
Market Volatility
April/May/June 2018 Issue, Page 38
Retirement Planning
January, February, March 2018 Issue, Page 42
How To Protect Your Credit & Identity
October/November/December 2017 Issue, Page 44
Summertime Financial
July/August/September 2017 Issue, Page 42
General Financial Planning Strategies
April/May/June 2017 Issue, Page 44
Continue Reading Our “Castles & Moats” Series
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