Text Size

Newsletter Archive

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.


April 2016 – Enrolled Agent

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

October 2015- MACRAbats

September 2015 – Last Chance to Undo a Roth Conversion

August 2015 – Custodial IRAs

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