top of page
2018 Quarterly Newsletters
January
Will $1,000,000 Last?
-By Michelle Brennan, QPFP™
The Importance of Naming a Beneficiary
-By Dave Verbeke, Advisor
Speculative Investing vs Investing
-By Tim Greife, Advisor
April
-By Mike Bischoff, CFP®
How to Start on the Right Financial Foot
-By Michelle Brennan, QPFP™
The Value of Good Financial Advice
-By Tim Greife, Advisor
July
4 Steps to Reducing Health Care Costs in Retirement
-By Gary Webb, QKA
-By Tim Greife, Advisor
Roth Conversions - Is The Timing Right?
-By Dave Verbeke, Advisor
October
A Costly Medicare Mistake to Avoid
-By Mike Bischoff, CFP®
Medicare Premiums Increase with Income
-By Dave Verbeke, Advisor
The Tax Cuts and Jobs Act (TCJA) in 350 words or less
-By Gary Webb, QKA
bottom of page