Client Newsletters
Welcome to the archive of the newsletters created for our clients, friends, and industry partners. As your financial advisors, we take great pride in keeping you up to date with the most relevant financial news and information.
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2026
- February 2026 Topics
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- Shingles Vaccine May Help Slow Biological Aging
- The Fourth Credit Freeze You Missed: A Security Guide
- Your Smart TV Is Spying On You
- March 2026 Topics
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- Up to 80% of Medical Bills Have Errors. AI Can Spot Them in Minutes
- US Life Expectancy Hit An All-time High in 2024, CDC Says
- The Nine Biggest Disadvantages to Medicare Advantage
- May 2026 Topics
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- Thirteen Apps Already On Your Phone That Are Spying On You
- Five Dreamy Overseas Destinations Where You Can Actually Afford to Retire
- Twenty Things To Know About A Medigap Policy
- June 2026 Topics
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- The Most Important Estate Planning Mistake Has Nothing to Do With Taxes
- Your Insurer’s AI Denied Your Claim in 1.2 Seconds. Here’s How to Fight Back
- Your Credit Card Will Refund a Price Drop, But You Have to Ask
2025
- February 2025 Topics
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- Is A Fully Paid-Off Home in Retirement Really Worth It?
- The Crypto Investment Scam That's All Over Social Media
- Ten Privacy-Friendly Big Tech Alternatives
- Who's In Your Doc's Pocket?
- March 2025 Topics
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- Medigap Pros and Cons 2025
- Places That Will Give You Free Stuff on Your Birthday
- Seven Rules for Using Credit Cards
- May 2025 Topics
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- Senior Discounts in 2025
- Five Unexpected Things That Can Make or Break Your Retirement Happiness, According to Psychology
- How To Opt-Out of Pre-Screened Credit Card Offers
- June 2025 Topics
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- Smarter Conversations with AI: A Prompt Resource for Curious Minds
- Should You Still Wait Until 70 to Claim Social Security?
- How Pets Improve Well-Being for Older Adults
- August 2025 Topics
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- Three Retirement Account Takeaways from OBBBA
- How Taxes Change for Social Security Retirees in 2025
- Amazon Doubles Down on Generic Drugs With New RxPass Subscription
- September 2025 Topics
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- Top Ten AI Search Engines for 2025 (Ranked By Popularity)
- Think Twice Before You Click 'Unsubscribe'
- Unhappy With Your Medicare Plan? Here's Some Good News
- November 2025 Topics
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- Does Medicare Cover Dental? Six Options for Coverage After 65
- The Five Bills Middle-Class Retirees Should Cancel First
- Key To Preventing Big Medicare Advantage Mistakes
- December 2025 Topics
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- They Found a Match on 23andMe and Wanted Money
- Cybersecurity Experts Warn About 'Gmail' Phishing Scam
- Take Your Medicare Advantage Plan For A Test Drive First
2024
- February 2024 Topics
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- A Five-Point Plan for Financial Success
- How to Find an Old 401(k) Account
- Twelve Habits to Get You to Financial Freedom
- March 2024 Topics
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- Common Misconceptions About ETFs
- When Should You Adjust Your W-4 Withholdings?
- Are Online Banks Safe?
- May 2024 Topics
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- Do You Have Too Much Debt?
- Your Property Tax Assessment: What Does It Mean?
- 144 Million Medical Records Hacked
- June 2024 Topics
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- 50 Best Summer Budgeting Tips for Families
- 4 Common Airline Fees — And How to Avoid Them
- Work From Home Jobs Are in Demand and Often Pay More
- August 2024 Topics
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- 2024 Medicare Open Enrollment Period Offers Chance To Stay Ahead Of Costly Part D Changes
- How Safe Is Venmo, and Is It Free?
- Fifteen Websites You'll Wish You Knew About Sooner
- September 2024 Topics
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- The Psychology Behind Starting Social Security at 62
- Final IRS Regulations: Important News on RMDs and Beneficiaries
- How to Reach Financial Freedom: 12 Habits to Get You There
- November 2024 Topics
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- What's Really Going to Happen When Social Security Runs Out of Money
- Tech Smart: Put All Your Medical Records On Your Phone
- As 3G Rides Off into the Sunset, What Cars Are Affected?
- December 2024 Topics
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- New SECURE 2.0 Super 401(k) Catch-Up Contribution for Ages 60-63
- Four Sources of Retirement Income Besides Social Security
- What Happens to Medical Debt When You Die?
2023
- February 2023 Topics
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- Mobile Wallet: Definition, How It Works, Vs. Digital Wallets
- Organize All Your Health Records With This Built-in Smartphone Feature
- Ten Useful Siri Shortcuts for Business Professionals
- March 2023 Topics
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- Secure 2.0 Holds Lots of Benefits for Clients
- Guide to Payment Types, With Pros and Cons for Each
- Best Ways to Use Your 401(k) Without a Penalty
- May 2023 Topics
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- High Deductible Medicare Plan G
- Eleven Considerations for Seniors Before You Travel
- Warning: Check Fraud Is Rising
- June 2023 Announcement
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- Important announcement regarding your TD Ameritrade Institutional Accounts
- August 2023 Topics
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- See a Random Thumb Drive? Be Wary!
- Should Children Inherit Equal Wealth?
- How To Find Out If You're Owed Unclaimed Money
- How Will Debt Settlement Affect My Credit Score?
- September 2023 Topics
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- How Cyberstalkers Could Access Your iPhone Using the Windows Phone Link App
- Get a Copy of Your or a Loved One's Military Records
- Top Hidden Dangers of Your Smart Home (and How to Stay Safe)
- November 2023 Topics
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- Eight Tips To Help You Control Holiday Spending
- What Makes Harrisburg, PA, the Best Place to Retire
- What Is Smishing?
- December 2023 Topics
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- Financial New Year's Resolutions You Can Keep
- Tax Prep Checklist: What to Gather Before Filing
- How to Put Together Your Legacy Drawer
2022
- February 2022 Topics
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- Set Up Your Financial Accounts Like You're Going To Be Hacked
- Twelve Ways to Lower Your Homeowner's Insurance Costs
- Seven Ways Someone Can Hack Your Phone
- March 2022 Topics
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- Things You Can Get For Free
- Skip The Credit Card And Pay Online With One Of These 5 Safer Options
- Overdraft Protection: Pros and Cons
- May 2022 Topics
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- Retirement Costs You May Not Have Thought Of
- Now You Can Save More for Retirement: 2022 Contribution Limits
- Seven Ways Tech Can Solve Life's Little Annoyances
- June 2022 Topics
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- Annuity Illustrations Are Coming Soon To Your 401(k) Statement
- Ten Ways You're Trying To Save Money Might Actually Be Costing You More
- Seven Things To Never Search For On Google
- August 2022 Topics
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- Nursing Homes Are Suing Friends and Family to Collect on Patients' Bills
- Affordable Care Act or Medicare?
- How to Scrub Yourself from the Internet
- September 2022 Topics
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- Seven Ways to Recession-Proof Your Life
- How Do You Value Your Time?
- How Many Credit Cards Should You Have?
- November 2022 Topics
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- Unprecedented 401(k) Boost For 2023
- What Makes Lancaster the Best Place to Retire?
- Six Black Friday Scams and How to Avoid Them
- December 2022 Topics
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- Electric Vehicle Tax Credits: What You Need to Know
- Tapping into the "Family Bank"
- How to Calculate Early Withdrawal Penalties on a 401(k) Account
2021
- February 2021 Topics
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- The Dangers of Taking Out a Direct PLUS Loan
- Five Health Tests You Can Take Online
- Credit Card Limit Increase or Open a New Account?
- March 2021 Topics
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- Are Medicare Advantage Plans Bad?
- The Push To Require Financial Literacy
- Losing An Inheritance Is Easy, Because Saying No Is Hard
- May 2021 Topics
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- Moving With Medicare
- How to Plan Your Travel Rewards Card Strategy
- 12 Top Sources of Nontaxable Income
- June 2021 Topics
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- Why Medicare Part D Will Drive You Nuts
- The Best States For Retirees
- Five Articles To Refresh Your Financial Literacy
- August 2021 Topics
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- Twelve Ways To Lower Your Monthly Internet, Cable And Streaming Bills
- What Is the Cheapest Time to Book a Flight?
- Guide To Emergency-Proofing Your Finances
- September 2021 Topics
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- Aggregating RMDS – What Is (And What Is Not) Allowed
- Eight New Amazon Tricks To Save You Some Cash
- Lifelong Exercise Adds Up To Big Health Care Savings
- November 2021 Topics
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- What To Know Before A Hospital Visit
- Are Your Retirement Accounts Protected From Creditors?
- Is That Email Really A Clever Phishing Scam?
- December 2021 Topics
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- The National Debt Explained
- Twelve Home Renovations That Will Decrease The Value Of Your Home
- How Inflation Affects Your Cost of Living