2018 Quarterly Newsletters

January

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Will $1,000,000 Last?
-By Michelle Brennan, QPFP™

The Importance of Naming a Beneficiary
-By Dave Verbeke, Advisor

Speculative Investing vs Investing
-By Tim Greife, Advisor

April

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The Markets

-By Mike Bischoff, CFP®

How to Start on the Right Financial Foot
-By Michelle Brennan, QPFP™

The Value of Good Financial Advice
-By Tim Greife, Advisor

July

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4 Steps to Reducing Health Care Costs in Retirement

-By Gary Webb, QKA

529 Plans

-By Tim Greife, Advisor

Roth Conversions - Is The Timing Right?

-By Dave Verbeke, Advisor