Quarterly Newsletter Be sure to sign up to receive our FREE quarterly newsletter and other important communications! Each issue of our newsletter provides relevant information for all investors, including Quarterly Economic Data Reports. To view copies of past issues which contain articles that may be of special interest to you, please click on the links below.Be sure to sign up to receive our FREE quarterly newsletter and other important communications! Click here to sign up today to stay in touch or complete the input form below. 2021Summer, 2021- Conducting Your Mid-Year Financial Checkup; The Pros and Cons of Early Retirement Plan Rollover; US Inflation Rate by Year from 1929 to 2023Spring, 2021 - More Consumers Feel Safe and Sound...and Ready to Spend; Retirement Seen Through Your Eyes; Guarding Against Identity TheftWinter, 2021- Retirement Blindspots: Some Life and Financial Factors That Can Sometimes Be Overlooked; Is It Better to Finish College Faster or Debt-Free? by Miriam Caldwell; 12 Budgeting Tips to Help You Win With Money2020Fall, 2020 - Strategic vs. Tactical Investing, Pay Yourself First Budgeting Method, by Paula Pant; 5 Simple Ways to Start Budgeting for Christmas Now, by Karla WalshSummer, 2020 - Stock Market Lesson to Remember; Who Is Your Trusted Contact?; 6 Ways to Save Money on a Tight Budget by Miriam CaldwellSpring, 2020 - Should You Care What the Financial Markets Do Each Day?; The Best Way to Organize Your Finances After Taxes; Why an Emergency Fund is Important 2019Winter, 2019 - Top 3 Ways to Make Your Money Work for You, Am I Able to Get Social Security Retirement Benefits if I’m Working?Fall, 2019 - Who Needs Life Insurance?; A Bucket Plan to Go with Your Bucket ListSummer, 2019 - 6 Money Saving Tips for Summer; The Financial Realities of Longevity; Keep Calm, Stay InvestedSpring, 2019 - Bad Money Habits to Break; Your Emergency Fund: How Much is Enough?; Learn About the Different Kinds of Loans2018Winter, 2018 - Talking to Your Heirs About Your Estate Plan; How Hackers Might Target You in 2018; Can We Afford to Live to 100?; Don’t Make These 2 Mistakes With Your Cash On HandFall, 2018 - 9 Ways to Keep Holiday Spending Under Control; Getting Your Personal Finances in Shape for 2019; How Much Money Should I Keep in My Checking Account? by Tom Gilmour, CFP®Summer, 2018 - Things That Boost Your Credit Score; Try This Simple 5-Category Budget; Set Goals as You Save & Invest; Should I Pay Off My Debt Before Saving for Retirement?Spring, 2018 - The Retirement Mindgame; Why You Want a Retirement Plan in Writing; Good Reasons to Retire Later; How to Clean Up Financial Clutter2017Winter, 2017 - 10 Best Tips for Saving Money in 2017; Twelve Things You Need to Know Fall, 2017 - The Awkward Conversations That Can Save You Big Money; The Importance of Having an Emergency FundSummer, 2017 - How Much Money Should You Save Each Month?; The 10 Best Family Cars in 2017Spring, 2017 - Want to Retire Early? Think Again; 6 Home Renovations You Think Will Pay Off But Won't Subscribe to our Newsletter! Name Email Address Phone Question Thank you! Oops!