Timely Topics: This month’s client newsletter focuses on setting a New Year’s resolution, exploring sources of emergency funds, market moving indicators, and what’s new for 2025.

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.