May 2020 Newsletter

State Population: Winners and Losers Forty states and the District of Columbia gained population in 2019, while 10 states lost population. More Details Five Key Benefits of the CARES Act for Individuals and Businesses By now you know that Congress has passed a $2...

April 2020 Newsletter

Tax Refund: Spend or Save About 72% of taxpayers received a refund in 2018 and 2019. Here’s how consumers spent the tax refunds they received in 2018 and what they planned to do with their 2019 refunds. More Details Keeping Cool: Investment Strategy vs. Reaction...

March 2020 Newsletter

Due Date Approaches for 2019 Federal Income Tax Returns Federal income tax filing season is here again. The filing deadline for individuals is Wednesday, April 15, 2020. More Details Is It Time to Review Your IRA Estate Planning Strategies? The Setting Every Community...

February 2020 Newsletter

Tips for Targeting Your Retirement Savings Goal What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of life’s toughest challenges, it may help to focus less on the big picture and more on...

January 2020 Newsletter

Socially Responsible Investing: Aligning Your Money with Your Values Find out how you can align your money with your values through socially responsible investing. More Details Hindsight Is 2020: What Will You Do Differently This Year? According to a recent survey,...