We’ve written on some important topics for our monthly newsletter and don’t want you to miss out, so we’ve archived our articles here. Just click (or tap) the title to read the article.
If you’d like to have our entire newsletter delivered to your in-box once a month, you can sign up here or click the button below. Your privacy is important to us. Your information will never be given or sold to a third party. It will only be used to send you our newsletter.
March 2016 – Estate and Life Planning
February 2016 – Secure Income Options: Social Security vs Annuity
January 2016 – Child-in-Care Spousal Benefit
2015 Fourth Quarter Financial Update
December 2015 – Social Security Tradeoffs
November 2015 – Changes to Social Security
September 2015 – Last Chance to Undo a Roth Conversion
2015 Second Quarter Financial Update
July 2015 History of W.T. Early
A brief history of the man who built the home our office currently occupies.
June 2015 – LTC vs Chronic Illness
Why these designations matter to the IRS and how they can impact the cash value of your insurance policy’s benefit.
May 2015 – Hybrids Aren’t Just Cars
Long Term Care Insurance Hybrids
April 2015 – Caution New IRA Rules (Part 2)
March 2015 – Caution New IRA Rules (Part 1)
February 2015 – Social Security is a Better Deal Than You Think
January 2015 – Long Term Care…Its Not Just Insurance
December 2014 – It’s Almost Too Late for a 2014 Roth Conversion
How you can use the 60-day rollover rule to your advantage
November 2014 – It’s Roth IRA Conversion Season
A few things to consider about converting Traditional IRAs and 401(k)s to a Roth IRA
October 2014 – Medicare Open Enrollment for 2015
What to do and when to do it