Timely Topics: This month’s client newsletter focuses on Holiday spending, planning for an unplanned early retirement, home energy rebates, and investing in yourself.

Timely Topics: This month’s client newsletter focuses on childcare costs, Year-end tax tips, life insurance with long-term care benefits, and successful holiday shopping strategies.

Timely Topics: This month’s client newsletter focuses on worker expectations, creating a will, Medicare coverage options, and retirement plans for self-employed individuals.

Timely Topics: This month’s client newsletter focuses on State income tax, life insurance, maximizing your credit cards, and inflation adjusted investment returns.

Timely Topics: This month’s client newsletter focuses on the average investors’ net worth, the complexity of inherited IRAs, capital gains tax when selling your home, and retroactive social security benefits.