Monthly Newsletters
Periodically, we send letters for your information and general enjoyment. These letters can be sent to you either through email or regular mail.
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Monthly Newsletters
- February 2022: Helpful Information for Filing 2021 Income Taxes and Proactive Tax Planning for 2022
- March 2022 : Proactive Retirement Strategies Using The SECURE Act
- April 2022: Quarterly Economic Update First Quarter 2022
- May 2022: Market Downturns: Uncomfortable But Not Uncommon
- June 2022: Understanding Rising Interest Rates
- July 2022: Quarterly Economic Update Second Quarter 2022
- August 2022: Foundational Information That Successful Investors and Savers Understand!
- September 2022: Proactive Year-End Tax Planning for 2022 & Beyond
- October 2022: Quarterly Economic Update Q3
- November 2022: Going Back to Basics: Time to Review Some Important Financial Fundamentals
- December 2022: There is Always a Reason to be Grateful!
- January 2023: Quarterly Economic Update Q4