On a quarterly basis, we publish our “Money In Motion” newsletter with articles of interest to investors. If you would like to receive updates from us, please complete the “Get Our Updates” form here. Below are our most recent Money In Motion editions:

Money In Motion September 2018

Retirement Questions That Have Nothing To Do With Money
Retirement planning is not entirely financial
Getting Your Personal Finances In Shape For 2019
Fall is a good time to assess where you stand and where you could be

Money In Motion June 2018

Keep Your Life Insurance When You Retire
Do you need a life insurance policy in retirement?
Tax Changes Around the Home
How the Tax Cuts & Jobs Act impacted three popular deductions

Money In Motion March 2018

Think Total Return
Never touch your principal in retirement? Think again
How Retirement Spending Changes With Time
Once away from work, your cost of living may rise before it falls

Money In Motion December 2017

Can We Afford to Live to 100?
Our increased longevity poses a retirement planning challenge
Comprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals and values

Money In Motion September 2017

Questions After the Equifax Data Breach
Consumers may be at risk for many years
Avoiding the Cybercrooks
How can you protect yourself against ransomware, phishing, and other tactics?

Money In Motion June 2017

Understanding the Gift Tax
“How can I avoid the federal gift tax?”
Key Estate Planning Mistakes to Avoid
Too many people make these common errors

Money In Motion March 2017

A Look at Revocable Living Trusts
Living trusts are created with a clearly defined objective: to avoid probate
When Someone Dies Without a Will
Where do things proceed from that point?

Money In Motion December 2016

2017 Retirement Account Limits
How much can you contribute this year?
Essential Financial Figures
Key Information and Financial Data for 2017

Money In Motion September 2016

Protecting Your Parents From Elder Financial Abuse
How to help your family avoid scams and other fraud
Characteristics of the Millionaires Next Door
The habits and values of wealthy Americans

Money In Motion June 2016

Tell Your Beneficiaries About Your Accounts and Policies
Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?
Sometimes the Pundits Get It Wrong
Many predictions about Wall Street have misread the market’s direction

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