Articles

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

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