Our quarterly newsletter, Time and Money, offers advice on a variety of financial topics, from weathering the volatile markets to saving for college. It also keeps you up to date with the latest news from our office as well as from the field as a whole.
Please browse through our past issues to learn more.
2008 Issues
March - Market Conditions, Capital Gains Tax Rate, Student Loan Relief
July - Social Security and Retirement, The Economy, Lost Property and Valuables
September - Bear Market, Update: Student Loan Forgiveness Program, Retirement Income Streams
December - Market Update, Retirement & Tax Plan Changes
2007 Issues
March - Charitable Contributions from IRAs, College Planning
June - Health Care Costs, Deciding When to Retire
September - Estate Planning Documents, Finding the Right College
December - Long Term Care Insurance, ID Theft Protection in Oregon & Washington
2006 Issues
March - Good Time to Invest?, Value of Annual Reviews, Electronic Banking
June - Planning for the Stages of Retirement, Big Picture Planning
September - Complementary Currency, Differences Between Signature Guarantees and Notaries
December - Debbie's World Travels, Completing the FAFSA
2005 Issues
March - Safeguarding Your Information
September - Making the Most of Retirement, Income From Investments
December - Helping Clients Live Their Dreams, Tax Changes, Medicare & Prescription Coverage