Financial Success Upcoming Topics

Below is a list of upcoming and past topics for Financial Success. 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 Success. Each issue of Financial Success has been reviewed by FINRA, but your compliance department may also require review of the newsletter before sending to your clients and prospects.

July 2020:

  • Avoid These Investor Mistakes
  • Planning Year Round (substitute feature article)
  • Retirement Planning Mistakes to Avoid
  • Taxes and Your Investments
  • How to Talk Finances with Your Parents (substitute feature article)
  • Sharing an Inheritance

June 2020:

  • How Flexible Is Your Financial Plan?
  • Insurance Basics (substitute feature article)
  • What to Do If Your Budget Isn’t Working
  • How Much Do You Need to Save for College?
  • Financial Tips for the Sandwich Generation (substitute feature article)
  • When Adult Children Return Home

May 2020:

  • Answers to Important Financial Questions
  • Market Timing vs. Buy and Hold (substitute feature article)
  • Financial Planning for Married Couples
  • 7 Psychological Traps
  • Your Risk Tolerance and Retirement (substitute feature article)
  • Developing a Plan Is Not Enough

April 2020:

  • Review Your Portfolio’s Performance
  • Retirement Withdrawal Strategies (substitute feature article)
  • Retirement Planning for Stay-at-Home Parents
  • Estate Planning and Retirement Accounts
  • Managing Your Nest Egg after Retirement (substitute feature article)
  • Staggered Retirements

March 2020:

  • Get Your Finances in Order
  • Encourage the Importance of Saving (substitute feature article)
  • Don’t Underestimate Inflation in Retirement
  • How Much Will College Really Costs?
  • Principles of Stock Diversification (substitute feature article)
  • Financial Planning for College Students

February 2020:

  • How to Catch Up on Retirement Savings
  • Your Bond Allocation (substitute feature article)
  • Avoid These Estate Planning Mistakes
  • How to Control Your Spending (substitute feature article)
  • Teach Children about Credit Cards

January 2020:

  • The Dow Theory: Curbing Emotional Investing
  • Fun Ways for the Entire Family to Save (substitute feature article)
  • 5 Reasons to Start Saving
  • The Psychology of Saving
  • 4 Reasons to Invest in Bonds (substitute feature article)
  • Can You Really Save 50% of Your Income?

Financial Success December 2019:

  • Ways to Save for Retirement
  • Your 401(k) Contribution Amount (substitute feature article)
  • Converting to a Roth IRA
  • Does Your Insurance Need Adjusting?
  • Bond Investing Tips (substitute feature article)
  • Dealing with Losses in Stocks

Financial Success November 2019:

  • An Introduction to Stock Analysis
  • How Much Should You Invest in Stocks? (substitute feature article)
  • Managing Bond Risks
  • Lessons Learned from The Stock Market (substitute feature article)
  • Your Parents’ Estate Plans

Financial Success October 2019:

  • 5 Ways to Ensure You’re Ready for Retirement
  • Consider Personal Liability Umbrella Coverage (substitute feature article)
  • Your Retirement Portfolio and Bonds
  • What Happens If You Are Disabled?
  • Your 401(k) Plan after Changing Jobs (substitute feature article)
  • Ways to Reduce Life Insurance Premiums

Financial Success September 2019:

  • Bond Investing Strategies
  • A Financial Plan Is a Living Document (substitute feature article)
  • Preventing Identity Theft
  • Why Tax Planning Matters (substitute feature article)
  • Raising Financially Responsible Children

Financial Success August 2019:

  • Tax Planning and Retirement
  • Eliminate Tax Refunds (substitute feature article)
  • Stock Selection Tips
  • Having the Talk
  • Expenses Cutting into Savings? (substitute feature article)
  • Calculating Your After-Tax Rate of Return

July 2019:

  • Why Inflation Can Be Good
  • Why Isn’t inflation Zero Percent? (substitute feature article)
  • Making Sense of the Federal Deficit
  • Is Your 401(k) Plan Enough? (substitute feature article)
  • Why Teach Children about Investing?

June 2019:

  • Estate-Planning Checklist
  • Emotional Issues That Interfere with Estate Planning (substitute feature article)
  • Don’t Make These Selling Mistakes
  • Calculating Your Financial Ratios
  • Distributing Your Estate to Grown Children (substitute feature article)
  • Why Have an Asset Allocation Strategy?

May 2019:

  • Get These Decisions Right
  • Reviewing Legal Documents (substitute feature article)
  • Managing Correlations
  • Retirement Planning Decade by Decade
  • 4 Steps to Create a Budget (substitute feature article)
  • Loan Carefully

April 2019:

  • Your Retirement Planning Assumptions
  • Segregating Your Risk (substitute feature article)
  • 6 Life Insurance Mistakes to Avoid
  • 5 Steps to Create an Investment Plan
  • Learning Income Tax Basics (substitute feature article)
  • Overdiversification

March 2019:

  • Nurture Your IRA
  • Avoid This Mistake (substitute feature article)
  • Life Events That Require a Financial Plan
  • How Much Do You Really Need to Retire?
  • Assess Your 401(k) Plan (substitute feature article)
  • Retirement Fund Drawdowns

February 2019:

  • Take Time to Reassess
  • How Employer 401(k) Matching Works (substitute feature article)
  • Give Yourself a Money Makeover
  • Insurance Dos and Don’ts
  • 7 Ways to Pay Less for College (substitute feature article)
  • Changing Life Insurance Needs

January 2019:

  • Securing Your Financial Life
  • Are You Saving Enough for Retirement (substitute feature article)
  • A Portfolio Tune-Up
  • Growing Your 401(k) Plan
  • Key Components of Your Financial Plan (substitute feature article)
  • Before Taking Money Out

December 2018:

  • Myths about Bonds
  • Ways to Reduce Life Insurance Premiums (substitute feature article)
  • Avoid these 5 Investing Mistakes
  • When Can You Retire?
  • What is Tax-Loss Harvesting? (substitute feature article)
  • Growth vs. Value Investing

November 2018:

  • Understanding and Improving Your Credit Score
  • Do You Have Too Much Debt? (substitute feature article)
  • How to Use P/E Ratios
  • How Much Is Too Much to Pay for a House?
  • Decisions Regarding College Funding (substitute feature article)
  • Credit Issues as You Age

October 2018:

  • Estate Planning for Complicated Family Situations
  • Why Should You Consider Bonds? (substitute feature article)
  • The ABCs of Risk Premiums
  • Bonds at Every Stage of Life
  • Should You Defer Income Taxes? (substitute feature article)
  • Bonds and Interest Rate Changes

September 2018:

  • Tax Planning through Life
  • Everyone’s Plan Is Different (substitute feature article)
  • Factors to Consider before Switching Jobs
  • The Downside of Taxes Determining Investment Strategy
  • 5 Reasons to Start Saving More (substitute feature article)
  • A Tax Planning Mentality

August 2018:

  • Squeezed by Competing Needs
  • Where Will You Go? (substitute feature article)
  • Time — Friend or Foe?
  • Watch Out for These Retirement Derailers
  • Tips to Teach Children to Save (substitute feature article)
  • 401(k) Plan Considerations

July 2018:

  • Revisit Your Asset Allocation
  • A Budget for Your College Student (substitute feature article)
  • What Kind of Retirement Do You Want?
  • Myths about College Planning
  • 5 Estate-Planning Tips for Dependents (substitute feature article)
  • How to Save on Premiums

June 2018:

  • Reassess Your Retirement Plans
  • Don’t Forget inflation (substitute feature article)
  • Cut Financial Clutter
  • How to Measure Your Investments’ Performance
  • Part-Time Retirement (substitute feature article)
  • Periodically Review Beneficiaries

May 2018:

  • How to Save More: Step by Step
  • The Fundamental Investing Principle (substitute feature article)
  • Don’t Forget Digital Assets in Your Estate Plan
  • Leaving a Legacy
  • 4 Steps to Gain Financial Confidence (substitute feature article)
  • Distributing Personal Possessions

April 2018:

  • Your Financial Road Map
  • Straighten Out Your Financial Accounts (substitute feature article)
  • Choosing Beneficiaries for Your 401(k) Plan
  • Estate Planning for Blended Families
  • An Investment Plan for College (substitute feature article)
  • Quick Math

March 2018:

  • Focus on the Basics
  • The Need for IRAs (substitute feature article)
  • Are You Making Progress?
  • Assessing Your Risk Tolerance
  • Reasons to Revise Your Estate Plan (substitute feature article)
  • Emotions and Investing

February 2018:

  • Pump Up Your Retirement Savings
  • Sharing an Inheritance (substitute feature article)
  • Tactical Asset Allocation and Market Timing
  • How to Protect Against Identity Theft
  • Keep Track of Retirement Accounts
  • Encourage Your Children to Fund IRAs (substitute feature article)
  • Your Debt-to-Income Ratio

January 2018:

  • What’s a Reasonable Rate of Return?
  • Borrow Wisely (substitute feature article)
  • Avoid Credit Card Dependence
  • Which Is Better? Saving or Paying Down Debt?
  • Raising Financially Responsible Children (substitute feature article)
  • Set Your Own Debt Limits

December 2017:

  • How Do You Know If You’re Saving Enough?
  • Making Saving Part of Your Budget (substitute feature article)
  • Watching Your Stocks
  • Looking for Signals to Buy and Sell?
  • Insurance Basics (substitute feature article)
  • Pay  Yourself First

November 2017:

  • Avoid These 10 Insurance Mistakes
  • Encourage the Importance of Saving (substitute feature article)
  • Talk to Family about Your Estate Plan
  • Financial Tips for Major Life Events
  • 5 Reasons to Consider Disability Insurance (substitute feature article)
  • Planning Advice for Students

October 2017:

  • Estate-Planning Tips for Baby Boomers
  • Dealing with Stock Losses (substitute feature article)
  • Your 401(k) Plan Has Hidden Gems
  • The Dow Theory: Curbing Emotional Investing
  • Investing Defensively (substitute feature article)
  • 3 Mistakes When Saving

September 2017:

  • How Flexible Is Your Financial Plan?
  • Encourage Estate Planning (substitute feature article)
  • 4 Reasons to Encourage Part-Time Jobs
  • Should You Consider an Incentive Trust
  • Rebalancing Your Portfolio (substitute feature article)
  • Higher Exclusion Amounts and Trusts

August 2017:

  • Diversifying Your Bond Portfolio
  • Consider Maturity Dates (substitute feature article)
  • Avoid These 5 401(k) Plan Mistakes
  • Incorporate Bonds in Your Portfolio (substitute feature article)
  • A Look at Bond Tents

July 2017:

  • The Practical Implications of Investment Theory
  • Withdrawal Strategies as Important as Planning Strategies (substitute feature article)
  • When Should You Retire?
  • Consider These Investment Tax Strategies
  • The Costs of Not Planning Ahead (substitute feature article)
  • A Tax Planning Perspective

June 2017:

  • Start Longevity Planning Now
  • Why Budgets Are Important (substitute feature article)
  • Saving Without the Pain
  • Guarding Your Financial Information
  • Which Goal Is More Important? (substitute feature article)
  • When Adult Children Return Home

May 2017:

  • A 3-Step Asset Allocation Strategy
  • Asset Correlation (substitute feature article)
  • Does Buy and Hold Still Make Sense?
  • 10 Common Investor Mistakes
  • Dealing with Bond Price Fluctuations (substitute feature article)
  • Invest at Your Own Risk

April 2017:

  • Your Financial Planning Building Blocks
  • Is Early Retirement Still Feasible? (substitute feature article)
  • To Sell or Not to Sell
  • The DOL Fiduciary Rule: What You Need to Know
  • Managing Your Home Investment (substitute feature article)
  • Catch-Up Savings Options

March 2017:

  • Is It Time to Rethink College?
  • Shopping for Value in a College Education (substitute feature article)
  • Risk Tolerance and Your Retirement Portfolio
  • Make Your Savings Last Through Retirement
  • Keep Saving after Retirement (substitute feature article)
  • Calculate an Investment’s Basis

February 2017:

  • Debt’s Role in Your Financial Plan
  • Dealing with a Spouse’s Credit Issues (substitute feature article)
  • Drawdown Retirement Funds Carefully
  • How Much Is Too Much to Pay for Your House?
  • Overcoming a Fear of Investing (substitute feature article)
  • Avoid Cosigning Loans

January 2017:

  • Should You Contribute to a Retirement Plan or IRA? Or Both?
  • Changing Life Insurance Needs (substitute feature article)
  • Keeping Score of Financial Progress
  • Saving and Life Planning
  • Overcoming 5 Retirement Fears (substitute feature article)
  • Your Bond Allocation