Financial Briefs Upcoming Topics

Below is a list of upcoming and past topics for Financial Briefs. If you would like to see the full issue, simply email us at Please take a moment to review all of the personalization options available with Financial Briefs. Each issue of Financial Briefs has been reviewed by FINRA, but your compliance department may also require review of the newsletter before sending to your clients and prospects.

May 2020:

  • Life Changes and Tax Planning
  • Taxes and Your Investments
  • Tax Treatment of IRA Losses
  • When to Use Tax-Advantaged Accounts
  • Planning Year Round (substitute feature article)

April 2020:

  • How Flexible Is Your Financial Plan?
  • 4 Steps to Boost Financial Confidence
  • Cut Financial Clutter
  • Financial Tips for the Sandwich Generation
  • What to Do If Your Budget Isn’t Working (substitute feature article)

March 2020:

  • Avoid These Investor Mistakes
  • 7 Psychological Traps
  • 4 Reasons for Goal-Focused Investing
  • Your Risk Tolerance and Retirement
  • Market Timing vs. Buy and Hold (substitute feature article)

February 2020:

  • Sufficient Funds for Your Entire Retirement
  • Retirement Planning for Stay-at-Home Parents
  • Manage Your Nest Egg after Retirement
  • Tax-Deferred Compounding
  • Retirement Withdrawal Strategies (substitute feature article)

January 2020:

  • How Much Will College Really Cost?
  • How Much Do You Need to Save for College?
  • Get Your Share of Merit Aid
  • Financial Management for College Students
  • Encourage the Importance of Saving (substitute feature article)

December 2019:

  • 10 Steps to Control Your Debt
  • Interest Rates and Debt
  • Paying Off Your Mortgage
  • Credit Cards and Your Financial Plan
  • Deciding on a Mortgage Term (substitute feature article)

November 2019:

  • How to Catch Up on Your Retirement Savings
  • The Psychology of Saving
  • Fun Ways for the Entire Family to Save
  • 5 Reasons to Start Saving
  • Can You Really Save 50% of Your Income? (substitute feature article)

Financial Briefs October 2019:

  • Ways to Save for Retirement
  • When Should You Consider a 401(k) Plan
  • Help Beneficiaries Avoid IRA Mistakes
  • Converting to a Roth IRA
  • Your 401(k) Contribution Amount (substitute feature article)

Financial Briefs September 2019:

  • Dow Theory: Curbing Emotional Investing
  • When Should You Sell?
  • Learning Lessons from the Stock Market
  • Principles of Stock Diversification
  • How Much of Your Portfolio Should Be in Stock? (substitute feature article)

Financial Briefs August 2019:

  • Do You Really Need Disability Insurance?
  • 6 Life Insurance Mistakes to Avoid
  • Insurance Basics
  • Reevaluate Life Insurance at Retirement
  • Consider a Personal Liability Umbrella Policy (substitute feature article)

July 2019:

  • Bond Investing Strategies
  • Managing Bond Risks
  • How Inflation Affects Bonds
  • Bond Investing Tips (substitute feature article)

June 2019:

  • Tax Planning and Retirement
  • Using Portfolio Losses
  • Why Tax Planning Matters
  • Taxes and Retirement Withdrawals
  • Calculating Your After-Tax Rate of Return (substitute feature article)

May 2019:

  • Why Inflation Can Be Good
  • Making Sense of the Federal Deficit
  • Don’t Underestimate Inflation in Retirement
  • Why Isn’t Inflation Zero Percent? (substitute feature article)

April 2019:

  • Estate-Planning Checklist
  • Having the Talk
  • Emotional Issues That Prevent Estate Planning
  • Distributing Your Estate to Grown Children
  • What Happens to a Beneficiary’s Share If He/She Dies before You? (substitute feature article)

March 2019:

  • Get These Decisions Right
  • Preventing Identity Theft
  • Loan Carefully
  • 4 Steps to Create a Budget
  • Reviewing Legal Documents (substitute feature article)

February 2019:

  • 5 Steps to Create an Investment Plan
  • Asset Allocation and Diversification
  • Don’t Make These Selling Mistakes
  • Why Teach Your Children about Investments?
  • Segregating Your Risk (substitute feature article)

Financial Briefs January 2019:

  • How Much Do You Really Need to Retire?
  • Retirement Planning Assumptions
  • Avoid This Mistake
  • Should You Even Consider Early Retirement?
  • Drawdown Retirement Funds Carefully (substitute feature article)

December 2018:

  • Insurance Dos and Don’ts
  • Life Insurance as an Estate-Planning Tool
  • Give Yourself a Money Makeover
  • Calculating Your Life Insurance Needs
  • The Best Time to Buy Long-Term-Care Insurance (substitute feature article)

November 2018:

  • Growing Your 401(k) Plan
  • Taking Required Minimum Distributions
  • Is  Your 401(k) Plan Enough?
  • Your 401(k) Plan after Changing Jobs
  • Questions to Ask Before Taking Money from Your IRA (substitute feature article)

October 2018:

  • To Buy or Not to Buy
  • 5 Stock Investing Mistakes to Avoid
  • Understanding Stock Market Risk
  • Keeping Expectations in Check
  • Growth vs. Value Investing (substitute feature article)

September 2018:

  • Understanding and Improving Your Credit Score
  • How Much Is Too Much to Pay for a House?
  • Do You Have Too Much Debt?
  • How Mortgage Appraisals Work
  • Credit Issues as You Age (substitute feature article)

August 2018:

  • Myths about Bonds
  • Bonds at Every Stage of Life
  • Are All Triple-A Bonds the Same?
  • Why Should You Consider Bonds? (substitute feature article)

July 2018:

  • Tax Planning Through Life
  • Downside of Taxes Determining Investment Strategy
  • Should You Defer Income Taxes?
  • What Is Tax-Loss Harvesting?
  • A Tax Planning Mentality (substitute feature article)

June 2018:

  • Squeezed by Competing Needs
  • Expenses Cutting into Savings?
  • 7 Steps to Make Saving a Habit
  • Saving and Life Planning
  • Factors to Consider before Switching Jobs (substitute feature article)

May 2018:

  • Myths about College Planning
  • 7 Ways to Pay Less for College
  • Help Your Teen Prepare for College
  • Decisions Regarding College Funding
  • A Budget for College Students (substitute feature article)

April 2018:

  • Investing Before and During Retirement
  • Reassess Your Retirement Plans
  • Part-Time Retirement
  • Should You Stay or Should You Go?
  • Don’t Forget about Inflation (substitute feature article)

March 2018:

  • Estate Planning for Complicated Family Situations
  • Leaving a Legacy
  • Distributing Personal Possessions
  • 5 Estate-Planning Tips for Dependents
  • Don’t Forget Digital Assets in Your Estate Plan (substitute feature article)

February 2018:

  • Your Financial Road Map
  • Finding Ways to Save
  • Time — Friend or Foe?
  • Financial Planning for Married Couples
  • Straighten Out Your Financial Accounts (substitute feature article)

Financial Briefs January 2018:

  • Focus on the Basics
  • Assessing Your Risk Tolerance
  • Your Emotions and Investing
  • The ABCs of Risk Premiums
  • Avoid 5 Common Investing Mistakes (substitute feature article)

December 2017:

  • Pump Up Your Retirement Savings
  • Challenges to Your Retirement
  • Encourage Your Children to Fund IRAs
  • Don’t Touch Your 401(k) Plan
  • Keeping Track of Retirement Plans (substitute feature article)

November 2017:

  • Which Is Better? Saving or Paying Down Debt?
  • Debt and Your Retirement
  • Borrow Wisely
  • How to Avoid Credit Card Dependence
  • Set Your Own Debt Limits (substitute feature article)

October 2017:

  • How Do You Know If You’re Saving Enough?
  • Ways to Save for Retirement
  • 5 Reasons to Start Saving More
  • How to Make Saving a Part of Your Budget
  • Pay Yourself First (substitute feature article)

September 2017:

  • Avoid These 10 Insurance Mistakes
  • How to Protect against Medical Identity Theft
  • 5 Reasons to Consider Disability Insurance
  • Umbrella Insurance: An Extra Layer of Protection
  • Should You Buy Term of Whole Life Insurance? (substitute feature article)

August 2017:

  • What’s a Reasonable Rate of Return?
  • Looking for Signals to Buy and Sell
  • Investing Defensively
  • Tactical Allocation and Market Timing
  • Watching Your Stocks (substitute feature article)

July 2017:

  • Estate-Planning Tips for Baby Boomers
  • Talking to Your Family about Your Estate Plan
  • Estate Planning for Blended Families
  • Should You Consider Incentive Trusts?
  • Higher Exclusion Limits and Trusts (substitute feature article)

June 2017:

  • Diversifying Your Bond Portfolio
  • Incorporating Bonds in Your Portfolio
  • Consider a Bond Tent
  • How and Why to Build a Bond Ladder
  • Consider Maturity Dates (substitute feature article)

May 2017:

  • Tips for Cutting Taxes in Retirement
  • Consider Investment Tax Strategies
  • Will Your Social Security Benefits Be Taxes?
  • A Tax Planning Perspective (substitute feature article)

April 2017:

  • How Flexible Is Your Financial Plan?
  • Guarding Your Financial Information
  • How to Save Without the Pain
  • Financial Rules of Thumb
  • Why Budgets Are Important (substitute feature article)

Financial Briefs March 2017:

  • Managing Investment Risk
  • 10 Common Investor Mistakes
  • Invest at Your Own Risk
  • Does a Buy-and-Hold Strategy Still Make Sense?
  • Asset Correlation: What Is It and How Do You Use It? (substitute feature article)

Financial Briefs February 2017:

  • Start Longevity Planning Now
  • The DOL Fiduciary Rule: What You Need to Know
  • Your 401(k) Plan Has Some Hidden Gems
  • Withdrawal Strategies Are as Important as Planning Strategies (substitute feature article)

Financial Briefs January 2017:

  • Is It Time to Rethink College?
  • Financing Your Graduate Degree
  • The Costs of Not Planning Ahead
  • An Investment Plan for College
  • Shopping for Value in a College Degree (substitute feature article)