Newsletters
- Market Thoughts & Ways to Reduce Your Tax Liability
- End of Year Outlook
- Roll Over or Not to Roll Over Your 401(k)
- Market Thoughts & Setting Personal Goals
- Tips for Online Holiday Shopping
- Economic News & Year-End Financial Planning Checklist
- Global Economic Impact of the Attacks on Israel
- October Market Thoughts & 'Unretire'?
- Market Thoughts & Health Wealth Wisdom
- Market and Economic News & 10 Wildfire Evacuation Tips
- Responsibilities of a Successor Trustee
- Happy 4th of July & 2023 Midyear Update
- Happy Father's Day & Estate Planning Four-Step Guide
- Economic Update & Social Security Benefits
- Happy Mother's Day Wishes & Identity Protection
- Retirement Planning at Every Age
- The Recent Bank Collapse: Are Your Accounts Safe?
- News of the Silicon Valley Bank Collapse and Investors
- Reminder: There’s Still Time to Contribute to an IRA for 2022
- Market Thoughts March 2023 & Everyone Needs an Estate Plan
- Economic Update & Checklist for 2023
- IRS Grants Relief for California Storm Victims
- January 2023 Market Thoughts & What You Need to Know About SECURE 2.0
- Happy Holidays & Year-End Guide
- December Economic and Market Update
- Happy Thanksgiving & Winter Weather Safety Tips
- Market Update & Budgeting for the Holidays
- Your Guide to Year-End Financial Planning for 2022
- The Bear Market Is Back
- Why Bonds & Digital Estate Planning
- Market Update & Avoiding Cyber Scams
- Stay on Track: 10 Tips for Midyear Financial Planning
- Market Commentary and Financial Planning Considerations for Single Women
- A Closer Look: Why Is the Stock Market Going Down?
- Market Thoughts for May 2022
- Live Webinar on the Markets and the Ukraine Crisis
- The Ukraine Invasion - What Does It Mean for Investors Portfolios
- The Recent Stock Market Pullback
- Economic and Market Update for January 2022
- An Outline for Personal Goal Setting
- A Time to Give Thanks
- Financial Topics That Count
- Your Guide to Year-End Financial Planning: A 10-Point Checklist
- Investor360° Security Enhancement: Multifactor Authentication Required on September 9, 2021
- Plan Ahead for Disasters and Evacuations
- Market & Economic Updates and the Latest on Credit Reporting & Monitoring
- Improving Economic and Pandemic News
- Unsure When to Claim Social Security?
- Memorial Day: Honor, Reflect and Remember
- Doing the Right Thing: The Paycheck Protection Plan and Sustainable Investing
- To Keep or Not to Keep: A Guide to Record-Retention Questions
- IRS Extends 2020 Income Tax Filing and IRA Contribution Deadlines
- Coronavirus Update & Understanding the American Rescue Plan Act 2021
- Daylight Savings & Beware of Tax Season Scams
- Still Time To Make Your 2020 IRA Contribution And Social Security Retirement Benefit Answers
- How to Stay Safe from Identity Theft and Cybercrime
- Coronavirus Update and Medicare Planning
- Has Washington Gone Blue?
- Looking Forward To A New Year & Inspirational Video From Commonwealth
- Economic and Market Update & Cyber Safety Tips
- 2020 Holiday Perspective
- Are You an Intelligent Investor?
- Can the Economy Withstand a Third Wave of COVID-19?
- Wellness Webinars to Help You Reset This Fall
- A Presidential Election in Unpredictable Times 2020
- Year-End Financial Planning Checklist
- In Loving Memory of Justice Ruth Bader Ginsberg
- Recovery May Be Slowing & A Presidential Election Webinar
- Plan Ahead for Disasters & Emergencies
- Health and Wellness of the Economy, the Markets & While We Are Staying/Working At Home
- Localized Outbreaks, Fears of National Second Wave and How We Can Look at News
- 75 Must-Know Statistics About Race, Income & Wealth
- This Is A Good Time To Be Kind
- Virus Spread Rates Remain Low as Reopening Continues
- Coronavirus Update & Are You Suffering from Compassion Fatigue?
- Are the Coronavirus Risks Receding?
- The Markets: More Volatility Ahead
- Coronavirus Update & Investor360° Online Access
- Coronavirus Update and Retirement Account Rule Changes Under the CARES Act
- Coronavirus Update and Tips for Stress Management
- Recent Government Initiatives in Response to the Coronavirus
- The Coronavirus Pandemic: Where Do We Go From Here?
- A Word on Market Volatility & the Coronavirus
- Coronavirus Risk: Tips for Protecting Your Health
- What Does the Coronavirus Mean for Investors?
- Market Update, 2019 IRA Contributions Still Possible & Financial Health Suggestions
- Our Market Update & Thank You
- Today’s Markets and Year-End Checklist
- Our Market Update & New IRS Withholding Tool
- Today’s Market Update
- Will Trade War Lead to More Market Volatility?
- Midyear Financial To-Do List
- 'Uncle Irv' - Irving Locker
- Live A Meaningful Life
- Charitable Contributions from IRAs
- Market Thoughts and Investor360°® News
- Capital Markets & Ten Financial Aid Myths
- Your 2018 IRA Contributions
- Market Update and Your 2019 Financial Calendar
- Market Worries versus Economic Fundamentals
- Market Thoughts & The Benefits of Qualified Charitable Distributions
- A Time to Give Thanks
- Plan Ahead for Disasters and Emergencies
- A Look at October 2018 Market Volatility
- Curbing Health Care Costs & Health Savings Accounts
- September 2018 Market Update and Long-Term Care
- Paul speaks at the San Francisco MoneyShow
- Market Update and Credit Scores & Credit Reports
- Market Thoughts and Transitioning into College
- Market Thoughts and Our Investor360°
- Market Thoughts & Estate Checklist
- Market Thoughts and Tax Identity Theft
- February 2018 Market Recap & Trade Tariffs
- What does the Recent Market Decline Mean?
- Market Update & 2018 Financial Calendar
- Market Update & Online Holiday Safety
- Daylight Saving Time & Cyber Security
- Market Update & Important Family Conversations
- Possible Effects of Equifax Breach
- Market Thoughts & Plan Ahead for Disasters and Emergencies
- Caregiving for Family Members: Stages & Resources
- Market Update & National Parks Lifetime Senior Pass Opportunity
- Market Thoughts & When To Start Long-Term Care Planning
- Market Thoughts & Upgrading IE Software
- Market Update and If Your Child Moves Home
- Market Thoughts & 2016 IRA Contributions
- Market Update & Securing On-Line Information
- Year-End Financial Planning Checklist
- 2016 National Educational Conference
- Market Risks After the Trump Bounce
- After the Election, What Now?
- Market Update and Estate Planning
- What Does the Election Mean for Your Portfolio?
- Market Update and A Guide For Talking With Your Doctor
- Market Update and Yahoo! Breach
- Market Update & Caring for Aging Parents
- Live Webinar with Brad McMillan
- BREXIT: What the UK.'s Vote to Leave the EU Means
- Market Thoughts and Updated Investment Objectives
- Updates to Investor360°®: Your Online Portal
- Mind Over Money & Health Savings Accounts
- Market Confidence Back & Financial Spring Cleaning
- Why the Market Pullback? IRA Deadline; TED Lecture
- Market Thoughts and February Financial Calendar
- Your 2016 Financial Calendar
- Market Thoughts & Year-End Financial Planning Tips
- Social Security Rule Changes
- Market Thoughts for October 2015
- Market Thoughts & Back-to-School Budgeting
- Today's Market Update
- Market Thoughts and Maintaining An Adequate Emergency Fund
- Video Series (Continued) & Long Term Care Coverage (Part II)
- Video Series & Long Term Care Coverage (Part I)