Broker Check


December 2016 (PDF)

  • Playing Catch-Up with Your 401(k) or IRA
  • Are You Ending 2016 Healthy, Wealthy, and Wise?
  • What It Means to Be a Financial Caregiver for Your Parents
  • How can technology help me manage my money?
  • What should I know before doing my holiday shopping online?

September 2016 (PDF)

  • Investors Are Human, Too
  • How to Get a Bigger Social Security Retirement Benefit
  • Be Prepared to Retire in a Volatile Market
  • I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?
  • Should I pay off my student loans early or contribute to my workplace 401(k)?

June 2016 (PDF)

  • Projecting a Happy Retirement
  • Four Lessons Grandparents and Grandchildren Can Learn Together
  • Four Reasons Why People Spend Too Much
  • What are some tips for organizing financial records?
  • How long should I keep financial records?

March 2016 (PDF)

  • Assessing Portfolio Performance: Choose Your Benchmarks Wisely
  • Are There Gaps in Your Insurance Coverage?
  • What You Need to Know About Private Student Loans
  • Should I loan my child money for a down payment on a house?
  • What are required minimum distributions (RMDs)?