Your Title Update Upcoming Topics

Below is a list of upcoming and past topics for Your Title Update. 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 Your Title Update. Each issue of Your Title Update has been reviewed by Morgan Stanley and  FINRA.

June 2020:

  • Sufficient Funds for Your Entire Retirement
  • Planning Year Round (substitute feature article)
  • 4 Reasons for Goal-Focused Investing
  • Taxes and Your Investments
  • When Adult Children Return Home (substitute feature article)

May 2020:

  • How Flexible Is Your Financial Plan?
  • Financial Tips for the Sandwich Generation (substitute feature article)
  • 7 Psychological Traps
  • What to Do If Your Budget Isn’t Working (substitute feature article)

April 2020:

  • Avoid These Investor Mistakes
  • Factors Influencing Your Asset Allocation (substitute feature article)
  • Rebalance Your Portfolio
  • How to Raise Financially Responsible Children
  • Market Timing vs. Buy and Hold (substitute feature article)

March 2020:

  • An Introduction to Stock Analysis
  • Staggered Retirements (substitute feature article)
  • Retirement Planning for Stay-at-Home Parents
  • Retirement Withdrawal Strategies (substitute feature article)

February 2020:

  • How Much Will College Really Cost
  • Dealing with Stock Losses (substitute feature article)
  • Making Money Last through Retirement
  • Encourage the Importance of Saving (substitute feature article)

January 2020:

  • Ways to Save for Retirement
  • Teaching Children How to Handle Credit Cards (substitute feature article)
  • Rebalance Your Portfolio
  • Avoid Estate Planning Mistakes
  • Keep Saving after Retirement (substitute feature article)

December 2019:

  • The Psychology of Saving
  • Fun Ways for the Entire Family to Save (substitute feature article)
  • Insurance Basics
  • Preventing Identity Theft
  • Can You Really Save 50% of Your Income? (substitute feature article)

Your Title Update November 2019:

  • 5 Ways to Ensure You’re Ready for Retirement
  • Your 401(k) Contribution Amount (substitute feature article)
  • Get Your 401(k) Plan on Track
  • Get Your Finances in Order
  • Why Tax Planning Matters (substitute feature article)

Your Title Update October 2019:

  • Estate Planning and Your Retirement Accounts
  • How Much Should You Allocate to Stocks? (substitute feature article)
  • Dow Theory: Curbing Emotional Investing
  • Calculating an Investment’s Basis (substitute feature article)

Your Title Update September 2019:

  • Take Time to Reassess
  • Emotional Issues That Prevent Estate Planning (substitute feature article)
  • How to Get a Handle on Spending
  • What Happens with a Disability?
  • Ways to Reduce Life Insurance Premiums (substitute feature article)

Your Title Update August 2019:

  • Bond Investing Strategies
  • How to Be Financially Responsible (substitute feature article)
  • Having the Talk
  • Bond Investing Tips (substitute feature article)

July 2019:

  • Calculating Your Financial Ratios
  • 4 Steps to Create a Budget (substitute feature article)
  • Is Your 401(k) Plan Enough?
  • Tax Planning and Retirement
  • Determining Your After-Tax Rate of Return (substitute feature article)

June 2019:

  • Why Inflation Can Be Good
  • Sharing an Inheritance (substitute feature article)
  • Making Sense of the Federal Deficit
  • Why Isn’t Inflation Zero Percent? (substitute feature article)

May 2019:

  • Retirement Planning Decade by Decade
  • Managing Correlations (substitute feature article)
  • 7 Ways to Pay Less for College
  • Estate-Planning Checklist
  • Your Parents’ Estate Plans (substitute feature article)

April 2019:

  • Calculating Your Life Insurance Needs
  • Review Legal Documents (substitute feature article)
  • Should You Consider Early Retirement?
  • Get These Decisions Right
  • Loan Carefully (substitute feature article)

March 2019:

  • Nurture Your IRA
  • Overdiversification (substitute feature article)
  • 7 Steps to Make Saving a Habit
  • 5 Steps to Create an Investment Plan
  • Segregating Your Risk (substitute feature article)

February 2019:

  • Retirement Planning Assumptions
  • Drawdown Retirement Funds Carefully (substitute feature article)
  • Avoid this Mistake
  • How Much Do You Really Need to Retire?
  • How 401(k) Matching Works (substitute feature article)

January 2019:

  • Give Yourself a Money Makeover
  • Choosing Beneficiaries for Your 401(k) Plan (substitute feature article)
  • Decisions Regarding College Funding
  • Avoid These 10 Insurance Mistakes
  • Changing Life Insurance Needs (substitute feature article)

December 2018:

  • Growing Your 401(k) Plan
  • Before Taking Money from Your IRA (substitute feature article)
  • Stock Selection Tips
  • How Much Is Too Much to Pay for a  House?
  • Dreams and Goals: What’s the Difference? (substitute feature article)

November 2018:

  • To Buy or Not to Buy
  • Growth vs. Value Investing (substitute feature article)
  • Tactical Allocation and Market Timing
  • Watch Out for Retirement Derailers
  • Bonds and Interest Rate Changes (substitute feature article)

October 2018:

  • Easing into Retirement
  • Do You Have Too Much Debt? (substitute feature article)
  • 5 Estate-Planning Tips for Dependents
  • Understanding and Improving Your Credit Score
  • Credit Issues as You Age (substitute feature article)

September 2018:

  • Myths about Bonds
  • Revising Your Asset Allocation (substitute feature article)
  • Should You Defer Income Taxes?
  • Bonds at Every Stage of Life
  • Why Should You Consider Bonds? (substitute feature article)

August 2018:

  • Downside of Taxes Determining Investment Strategy
  • Where Will You Live after Retirement? (substitute feature article)
  • Factors to Consider before Switching Jobs
  • How to Save More: Step by Step
  • A Tax Planning Mentality (substitute feature article)

July 2018:

  • Squeezed by Competing Needs
  • Everyone’s Plan Is Different (substitute feature article)
  • The Need for IRAs
  • Estate Planning for Complicated Family Situations
  • Quick Math (substitute feature article)

June 2018:

  • Reassess Your Retirement Plan
  • Periodically Review Beneficiaries (substitute feature article)
  • Time — Friend or Foe?
  • Myths about College Planning
  • A Budget for Your College Student (substitute feature article)

May 2018:

  • Your Financial Road Map
  • Don’t Forget about Inflation (substitute feature article)
  • A Portfolio Tune Up
  • Part-Time Retirement
  • Don’t Forget Your Digital Assets (substitute feature article)

April 2018:

  • Securing Your Financial Life
  • Distributing Personal Possessions (substitute feature article)
  • Encourage Your Child to Fund an IRA
  • Leaving a Legacy
  • Cutting Financial Clutter (substitute feature article)

March 2018:

  • Which Is Better? Saving or Paying Down Debt?
  • The Fundamental Investing Principle (substitute feature article)
  • Challenges to Your Retirement
  • 4 Steps to Financial Confidence
  • Straighten Out Your Financial Accounts (substitute feature article)

February 2018:

  • Focus on the Basics
  • Your Emotions and Investing (substitute feature article)
  • The ABCs of Risk Premiums
  • Assessing Your Risk Tolerance
  • How to Know If You’re Making Progress (substitute feature article)

January 2018:

  • How and Why to Build a Bond Ladder
  • Ways to Reduce Life Insurance Premiums (substitute feature article)
  • Don’t Touch Your 401(k) Plan
  • Pump Up Your Retirement Savings
  • Keep Track of Retirement Plans (substitute feature article)

December 2017:

  • How Do You Know If You’re Saving Enough?
  • Borrow Wisely (substitute feature article)
  • 5 Reasons to Start Saving More
  • Merging Your Finances When You Marry
  • Set Your Own Debt Limits (substitute feature article)

November 2017:

  • Practical Implications of Investment Theory
  • Watching Your Stock (substitute feature article)
  • How to Make Saving Part of Your Budget
  • Ways to Save for Retirement
  • Pay Yourself First (substitute feature article)

October 2017:

  • Estate-Planning Tips for Baby Boomers
  • How to Save Without Pain (substitute feature article)
  • 6 Life Insurance Mistakes to Avoid
  • Financial Tips for Major Life Events
  • Insurance Basics (substitute feature article)

September 2017:

  • What’s a Reasonable Rate of Return?
  • Which Goal Is More Important? (substitute feature article)
  • Financial Rules of Thumb
  • Looking for Signals to Buy and Sell?
  • How to Use P/E Ratios (substitute feature article)

August 2017:

  • An Investment Plan for College
  • Encourage Estate Planning (substitute feature article)
  • 401(k) Plans Have Hidden Gems
  • Should You Consider Incentive Trusts?
  • High Exclusion Limits and Trusts (substitute feature article)

July 2017:

  • Diversifying Your Bond Portfolio
  • Consider Maturity Dates (substitute feature article)
  • Raising Financially Responsible Children
  • 4 Reasons to Encourage Part-Time Jobs
  • Consider a Bond Tent (substitute feature article)

June 2017:

  • A 3 Step Asset Allocation Plan
  • A Tax Planning Perspective (substitute feature article)
  • When Should You Retire?
  • Consider These Investment Tax Strategies
  • The Costs of Not Planning Ahead (substitute feature article)

May 2017:

  • How Flexible Is Your Financial Plan?
  • Why Budgets Are Important (substitute feature article)
  • Does Buy and Hold Still Make Sense?
  • Guarding Your Financial Information
  • When Adult Children Return Home (substitute feature article)

April 2017:

  • Start Longevity Planning Now
  • Asset Correlation (substitute feature article)
  • Catch-Up Options
  • 10 Common Investor Mistakes
  • Invest at Your Own Risk (substitute feature article)

March 2017:

  • Tax Cutting Tips for Retirement
  • Withdrawal Strategies Are Important (substitute feature article)
  • The DOL Fiduciary Rule: What You Need to Know
  • Is Early Retirement Still Feasible? (substitute feature article)

February 2017:

  • Is It Time to Rethink College?
  • Encouraging the Importance of College Saving (substitute feature article)
  • Signals to Buy or Sell Stocks
  • Shopping for Value in a College Education (substitute feature article)

January 2017:

  • Your Financial Roadmap
  • Dealing with a Spouse’s Credit Issues (substitute feature article)
  • Drawdown Retirement Funds Carefully
  • Managing Your Home Investment
  • Overcoming Your Fear of Investing (substitute feature article)