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August 2020

In this issue we will be covering these topics:  Living Prudently in the Now A One-Club Suggestion for Personal Finance Remote Work, Nexus, and Jock Taxes Technology Dilemma: When is Easier Better?   Download PDF File Here
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43 Hits
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July 2020

In this issue we will be covering these topics:  Why Your "Number" is Really Two Numbers Financial Insight From the Pandemic: Many Americans Didn't Make Their Beds The Cares Act: Yes or No to CRDs or RMDs The $10 Million American Life   Download PDF File Here
  79 Hits
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79 Hits
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June 2020

In this issue we will be covering these topics:  Surviving the Black Swan Will You Lose Your Rings in Retirement? A Real-Life Risk Tolerance Test Not Having Insurance Makes Me More Careful (WHAT?!)   Download PDF File Here
  104 Hits
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104 Hits
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May 2020

In this issue we will be covering these topics:  Balancing Efficiency and Resilience Cash Values for Retirement Income: A Case Study The Special Needs Trust: A Hopeful Answer to Tough Questions The Actuaries Have Spoken: TWD is Risky!   Download PDF File Here
  96 Hits
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96 Hits
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April 2020

In this issue we will be covering these topics:  The Nastiest, Hardest Problem in Finance The Illusion of "Defeased Debt" Backhoes and Life Insurance: When "Simple" Becomes "Simplistic" A Retirement Investment that Yields 3X Happiness   Download PDF File Here
  283 Hits
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283 Hits
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March 2020

In this issue we will be covering these topics:  Pragmatic Visualization The Secure Act Changes IRAs Interest Rates: Is the Long Term Trend Lower? The Irrational Exuberance in Men's Underwear   Download PDF File Here
  294 Hits
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294 Hits
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February 2020

In this issue we will be covering these topics:  ​ A Sophisticated Perspective on Cash The Trustee for Your Estate Plan: Choose Wisely Should You Pay Off Your Mortgage Before Retirement? Why You'll Select the Aardvark Account   Download PDF File Here
  209 Hits
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209 Hits
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January 2020

In this issue we will be covering these topics:  Eustress to Relieve Money Stress Real ID and Other Important Documents Gradually, Then Suddenly - In Cars The Virtues of Prosperity   Download PDF File Here
  380 Hits
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380 Hits
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December 2019

In this issue we will be covering these topics:  ​ Making a List, Checking it Twice Is Now...Could Be Later...Might Not When You're Saving, Save Room for Dessert Have You Been "Framed" About Retirement?   Download PDF File Here
  467 Hits
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467 Hits
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November 2019

In this issue we will be covering these topics: The Desirable Borrower Keeping it Real Individual Disability Insurance: A Must-Have for "Specialized Incomes" A Bunch of Good Reasons to Give   Download PDF File Here
  525 Hits
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525 Hits
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October 2019

In this issue we will be covering these topics:  Finding a T-Shirt That Fits Don't Be a Test Pilot! The Unfortunate Phenomenon of Gray Divorce The After-50 Entrepreneur   Download PDF File Here
  995 Hits
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995 Hits
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September 2019

In this issue we will be covering these topics: ​ Is Family Caregiving in Your Future? Intentional Inheritance Cash Value Loans? Gotcha! Don't Compartmentalize Your Retirement Plans   Download PDF File Here
  570 Hits
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570 Hits
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August 2019

In this issue we will be covering these topics:  8000 Days: Imagine the Possibilities Don't Blame the Coffee How You Doin'? (A Self-Assessment) FOMO and FOL: the Same but Different   Download PDF File Here
  510 Hits
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510 Hits
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July 2019

​In this issue we will be covering these topics ​: Playing Moneyball with Life Insurance Insight: High Income ≠ Financial Savvy Dynamic Principles for a Good Year The Duty of Every American: Archiving Tax Records   Download PDF File Here
  1145 Hits
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1145 Hits
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June 2019

​In this issue we will be covering these topics: Do You Believe? A Fix for "Dumb Money"  Why Are We Under-Prepared For Widowhood?  Reality Check: The Delusion of an Athletic Scholarship  How Life Insurance Could Extend Your Life     Download PDF File Here
  633 Hits
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633 Hits
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May 2019

​In this issue we will be covering these topics: How Savings Protect Your Investments  The Chart of the Century  Spending: The House Drives Everything  More Money or More Time?     Download PDF File Here
  678 Hits
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678 Hits
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April 2019

​In this issue we will be covering these topics: "Stupid" Rules and Principles Section 199A: Unintended Consequences for Small Business Owners Pirates and Password Retrieval The Framing of Tax Refunds    Download PDF File Here
  690 Hits
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690 Hits
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March 2019

​In this issue we will be covering these topics:  A Blast From The Past (As in 1999)  "The Bank of Mom & Dad" vs. Retirement The First Life Insurance Decision 4 Percent Consols: The Oldest "Active" Debt    Download PDF File Here
  629 Hits
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629 Hits
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February 2019

In this issue we will be covering these topics: ​ Planning for Leisure - Before Retirement Debunking a 'Flat Earth' Theory Can You Adjust Your Biological Age? Premium Financing: Leverage for Life Insurance   Download PDF File Here
  804 Hits
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804 Hits
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January 2019

In this issue we will be covering these topics: ​The Others In Your Retirement Your 2018 Tax Return: Will You Pay More or Less? Cover Your (Small Business) Assets. IRA. 401(K). YOYO   Download PDF File Here
  976 Hits
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976 Hits
0 Comments