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A better financial newsletter.
Each month we send out a free financial e-Newsletter packed full of helpful information and tips on a variety of issues that affect your life. Topics include:

    • Financial Planning
    • Tax Planning
    • Insurance Insights
    • Investment Management Updates
    • Thoughts from Bruce Helmer
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Archives

2011

  1. November 2011 -- "Financial Planning Ideas to be Thankful for"
  2. October 2011 -- "Things that May Keep You Up at Night."
  3. September 2011 -- "Operation Twist Meets the Greek Debt Crisis"
  4. August 2011 -- "Keeping Perspective During Market Volatility"
  5. July 2011 -- "Efficient Debt Versus Inefficient Debt"
  6. June 2011 -- "Money Strategies for Mr. Mom"
  7. May 2011 -- "The Importance of Saving"
  8. April 2011 -- "Financial Literacy"
  9. March 2011 -- "It Takes More Than Good Fortune to Reach Your Goals "
  10. February 2011 -- "Don't Let Finances Get in the Way of Love"
  11. January 2011 -- "Ensure Your Financial Fitness With Savvy Planning"

2010

  1. December 2010 -- "A Different Gift This Holiday Season"
  2. September 2010 -- "Values and Money"
  3. August 2010 -- "Stock Market Impact of Investor Tax Changes"
  4. July 2010 -- "Europe is Not the World"
  5. June 2010 -- "The Long-Term Outlook"
  6. May 2010 -- "Women and Retirement"
  7. April 2010 -- "What is the FED?"
  8. March 2010 -- "Our Promise to Clients"
  9. February 2010 -- "New Tax Break - Haiti Earthquake Relief"
  10. January 2010 -- "New Roth Conversion Rules

2009

  1. December 2009 -- "Why Are Treasury Rates So Low?"
  2. November 2009 -- "Renewed Rally"
  3. October 2009 -- "Good Communication and a Solid Plan"
  4. September 2009 -- "A Time to Refocus"
  5. August 2009 – "Developing a Savings Mentality "
  6. July 2009 – "Safeguarding Your Identity "
  7. June 2009 – "Organizing Your Financial Life "
  8. May 2009 – "Are Recovery Efforts Showing Results?"
  9. April 2009 – "Strategy vs. Emotion"
  10. March 2009 – “Mid-Course Correction"
  11. February 2009 – “Steps to Take if You Lose Your Job "
  12. Janurary 2009 – “Considerations for your financial Checkup"

2008

  1. December 2008 – “Year End Tax Tips”
  2. November 2008 – “Dealing with a Down Market”
  3. October 2008 – "Safegaurding Your Identity - And Your Finances "
  4. September 2008 – "Are You Really Saving Enough For Retirement "
  5. August 2008 – "Keeping Your Emotions in Check "
  6. July 2008 – "Creating a Tax-Efficient Investment Plan "
  7. June 2008 – "Saving for College"
  8. May 2008 – "Retirement Planning Myths"
  9. April 2008 – "Developing a Savings Mentality"
  10. March 2008 – "Organizing Your Financial Life"
  11. February 2008 – "New Year’s Financial Resolutions"
  12. January 2008 – "Get the Most from Your Retirement Plan"

2007

  1. December 2007 – "New Year Investment Resolutions"
  2. November 2007 – "Year-End Tax Moves to Improve Your Bottom Line"
  3. October 2007 – "Do You Have Your Estate in Order?"
  4. September 2007 – "Buy, Sell or Hold?"
  5. August 2007 – "The Highway to Prosperity"
  6. July 2007 – "Too Much Tax?"
  7. June 2007 – "Dealing with a Windfall"
  8. May 2007 – "Managing Your Risk"
  9. April 2007 – "Advantages of a Uniform Gift to Minors"
  10. March 2007 – "Catch-up Contributions"
  11. February 2007 – "Taking Stock of Your Portfolio"
  12. January 2007 – "A Gift for the Giving"

2006

  1. December 2006 – "Keeping Your Financial Affairs Up-to-Date"
  2. November 2006 – "529 Savings Plan"
  3. October 2006 – "When to Save Taxes Long-term with a Roth IRA"
  4. September 2006 – "Understanding Risk"
  5. August 2006 – "When do You Want to Retire?"
  6. July 2006 – "The Right Asset Allocation for You"
  7. June 2006 – "Your Financial Snapshot"
  8. May 2006 – "Getting Organized"
  9. April 2006 – "The 6 Elements of Financial Planning"
  10. February 2006 – "When to Buy Long-Term Care Insurance"
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