Newsletters

Improving Economic and Pandemic News
Unsure When to Claim Social Security?
Memorial Day: Honor, Reflect and Remember
Doing the Right Thing: The Paycheck Protection Plan and Sustainable Investing
To Keep or Not to Keep: A Guide to Record - Retention Questions
IRS Extends 2020 Income Tax Filing and IRA Contribution Deadlines
Coronavirus Update & Understanding the American Rescue Plan Act 2021
Daylight Savings & Beware of Tax Season Scams
Still Time To Make Your 2020 IRA Contribution And Social Security Retirement Benefit Answers
How to Stay Safe from Identity Theft and Cybercrime
Coronavirus Update and Medicare Planning
Has Washington Gone Blue?
Looking Forward To A New Year & Inspirational Video From Commonwealth
Economic and Market Update & Cyber Safety Tips
2020 Holiday Perspective
Are You an Intelligent Investor?
Can the Economy Withstand a Third Wave of COVID-19?
Wellness Webinars to Help You Reset This Fall
A Presidential Election in Unpredicable Times 2020
Year-End Financial Planning Checklist
In Loving Memory of Justice Ruth Bader Ginsberg
Recovery May Be Slowing & A Presidential Election Webinar
Plan Ahead for Disasters & Emergencies
Health and Wellness of the Economy, the Markets & While We Are Staying/Working At Home
Localized Outbreaks, Fears of National Second Wave and How We Can Look at News
75 Must Know Statistics About Race, Income & Wealth
This Is A Good Time To Be Kind
Virus Spread Rates Remain Low as Reopening Continues
Coronavirus Update & Are You Suffering from Compassion Fatigue?
Are the Coronavirus Risks Receding?
The Markets: More Volatility Ahead
Coronavirus Update & Investor360° Online Access
Coronavirus Update and Retirement Account Rule Changes Under the CARES Act
Coronavirus Update and Tips for Stress Management
Recent Government Initiatives in Response to the Coronavirus
The Coronavirus Pandemic: Where Do We Go From Here?
A Word on Market Volatility & the Coronavirus
Coronavirus Risk: Tips for Protecting Your Health
What Does the Coronavirus Mean for Investors?
Market Update, 2019 IRA Contributions Still Possible & Financial Health Suggestions
Our Market Update & Thank You
Today’s Markets and Year-End Checklist
Our Market Update & New IRS Withholding Tool
Today’s Market Update
Will Trade War Lead to More Market Volatility?
Midyear Financial To-Do List
"Uncle Irv" - Irving Locker
Live A Meaningful Life
Charitable Contributions from IRAs
Market Thoughts and Investor360°® News
Capital Markets & Ten Financial Aid Myths
Your 2018 IRA Contributions
Market Update and Your 2019 Financial Calendar
Market Worries versus Economic Fundamentals
Market Thoughts & The Benefits of Qualified Charitable Distributions
A Time to Give Thanks
Plan Ahead for Disasters and Emergencies
A Look at October 2018 Market Volatility
Curbing Health Care Costs & Health Savings Accounts
September 2018 Market Update and Long-Term Care
Paul speaks at the San Francisco MoneyShow
Market Update and Credit Scores & Credit Reports
Market Thoughts and Transitioning into College
Market Thoughts and Our Investor360°
Market Thoughts & Estate Checklist
Market Thoughts and Tax Identity Theft
February 2018 Market Recap & Trade Tariffs
What does the Recent Market Decline Mean?
Market Update & 2018 Financial Calendar
Market Update & Online Holiday Safety
Daylight Saving Time & Cyber Security
Market Update & Important Family Conversations
Possible Effects of Equifax Breach
Market Thoughts & Plan Ahead for Disasters and Emergencies
Caregiving for Family Members: Stages & Resources
Market Update & National Parks Lifetime Senior Pass Opportunity
Market Thoughts & When To Start Long-Term Care Planning
Market Thoughts & Upgrading IE Software
Market Update and If Your Child Moves Home
Market Thoughts & 2016 IRA Contributions
Market Update & Securing On-Line Information
Year-End Financial Planning Checklist
2016 National Educational Conference
Market Risks After the Trump Bounce
After the Election, What Now?
Market Update and Estate Planning
What Does the Election Mean for Your Portfolio?
Market Update and A Guide For Talking With Your Doctor
Market Update and Yahoo! Breach
Market Update & Caring for Aging Parents
Live Webinar with Brad McMillan
BREXIT: What the UK.'s Vote to Leave the EU Means
Market Thoughts and Updated Investment Objectives
Updates to Investor360°^®: Your Online Portal
Mind Over Money & Health Savings Accounts
Market Confidence Back & Financial Spring Cleaning
Why the Market Pullback? IRA Deadline; TED Lecture
Market Thoughts and February Financial Calendar
Your 2016 Financial Calendar
Market Thoughts & Year-End Financial Planning Tips
Social Security Rule Changes
Market Thoughts for October 2015
Market Thoughts & Back-to-School Budgeting
Today's Market Update
Market Thoughts and Maintaining An Adequate Emergency Fund
Video Series (Continued) & Long Term Care Coverage (Part II)
Video Series & Long Term Care Coverage (Part I)