Newsletter Archive

Browse through past issues of both The Advisor and Financial Advice for the Baby Boomer.

Download the current issues here.

To receive copies of the current issues directly to your inbox or mailbox, please subscribe here.

The Advisor (published each winter and summer)

Winter 2017

  • The Difference Between ‘Workers’ and ‘Speculators’
  • IRAs, 401(k)s: To Roth or Not to Roth
  • Taking a Look at 2016 Will Offer Insight into 2017

Summer 2016

  • The Better Investment: Stock Market or Real Estate?
  • Concentration Risk and Inflation Risk
  • More Boomers Are Renting Instead of Buying

Winter 2016

  • How Do You Know if You Have Enough to Retire?
  • Seize the Day: A Financial Resolution That Makes a Difference!
  • What Can You Learn From The Millionaire?
  • Determining if You Have Enough to Retire

Summer 2015

  • Court's Decision Impacts Financial Decisions for Same-Sex Couples
  • Protecting Investors with Cognitive Issues
  • Estate Planning: Important for All Families

Winter 2015

  • Answering the Retirement Planning Challenge
  • New Planning Opportunities for Same-Sex Couples
  • Investment Opportunities Explored: A seminar synopsis

Summer 2014

  • What Can You Do When You're Forced to Retire But Can't Afford to Stop Working?
  • 'The Talk' Needs to be Before the Wedding
  • Little-Noticed Signs Can Give Clues to Financial Markets

Winter 2014

  • Are You Playing It Too Safe with Your Investments?
  • When It Comes to Investing, Better to Be Humble
  • Drawing Sustainable Income (part 3)

Summer 2013

  • It's All About Creating the Right Balance
  • Strategy Needed for Long-Term Care Increases
  • Learn How to Draw Sustainable Retirement Income (Part 1)

Winter 2013

  • The Baby Boomer's Dilemma: Do You Help Out Your Kids?
  • A Will May Not Always Reflect Your Wishes
  • Do You Fear a Shortfall in Retirement Income?

Financial Advice for the Baby Boomer(published each fall and spring)

Fall 2016

  • Best Defense Against Scams? Common Sense.
  • Explaining the New NJ Estate Tax Law
  • Military Veterans are Eligible for Various Benefits and Services
  • Protecting a Loved One’s Finances

Spring 2016

  • Why are these People Happy? Dollar Cost Averaging
  • Do You Suffer from Chrometophobia?
  • Putting In a Retirement Income Floor

Fall 2015

  • Need to Examine Benefits of Employee vs. Independent Contractor
  • Keeping the Ride from Becoming Turbulent
  • Planning to Retire? Don’t Forget About Inflation

Spring 2015

  • When Marriage and Business Partners Split Up
  • Record Retention: To Shred Or Not to Shred
  • Will You Run Out of Money?

Fall 2014

  • New Tax Law Can Have Implications on Roth IRA
  • Figuring Out What Financial Independence Means
  • Strategies to Prevent a Shortfall in Retirement Income

Spring 2014

  • How Much Money Will You Need to Retire?
  • Does Hair Color Matter on a Financial Advisor?
  • Make Sure You Get All the Facts

Fall 2013

  • Seeing What You Want to See
  • Roadmaps to Financial Independence Offered
  • Drawing Sustainable Retirement Income (part 2)
  • Coping with an Unexpected Layoff

Spring 2013

  • 'Gray Divorce' Poses a New Set of Hurdles
  • 'Glide Path' Illusion and Investing for Retirement
  • A Solution to the Retirement Funding Conundrum
  • Survey: Boomers Know They Haven't Saved Enough for Retirement