Archives

Archives

Archived Newsletters

First Quarter 2014

  • The Economy and the Market
  • Extra Crispy—Are You Ready For This Year’s Dry
  • Saving for College
  • Living Wisely; Exploring Retirement Living Options
  • Firm Update

Fourth Quarter 2013

  • The Economy and the Market
  • Don’t Let The 2013 Tax Change Catch You by Surprise
  • Affordable Care Act
  • Financial Fraud is On The Rise
  • Firm Update

Third Quarter 2013

  • The Economy and the Market
  • Traveling Wisely: Rental Car Insurance
  • Firm Update

Second Quarter 2013

  • The Economy and the Market
  • The Finances of Healthy Living
  • Firm Update

First Quarter 2013

  • The Economy and the Market
  • Planning for Healthcare in Retirement
  • Tax Efficient Investing
  • Firm Update

Fourth Quarter 2012

  • The Economy and the Market
  • Update on the Fiscal Cliff
  • So You’re Thinking About Remodeling Your Home
  • Firm Update

Third Quarter 2012

  • The Economy and the Market
  • The Fiscal Cliff
  • Tax Planning for 2012 and Beyond

Second Quarter 2012

  • The Economy and the Market
  • Safe Travels: Planning for a Safe and Healthy Trip
  • Internet and Password Security
  • Firm Update

First Quarter 2012

  • The Economy and the Market
  • Charitable Gift Planning
  • Economics Meet
  • Women of Wealth Survey
  • Firm Update

Fourth Quarter 2011

  • The Economy and the Market
  • Help For Struggling Homeowners in a Tough Housing Market
  • Tax Changes Coming in 2012
  • Cost Basis Reporting in 2012 and Beyond
  • Firm Update

Third Quarter 2011

  • Third Quarter 2011

Second Quarter 2011

  • The Economy and the Market
  • Social Security: Take It Early or Wait?
  • Firm Update

First Quarter 2011

  • The Economy and the Market
  • Property & Casualty Insurance—Essential to Your Financial Health
  • Firm Update

Fourth Quarter 2010

  • The Economy and the Market
  • The Intersection of Health, Lifestyle and Finances
  • Firm Update

Third Quarter 2010

  • The Economy and the Market
  • Cost Basis Reporting
  • Tax Legislation, Now and Later

Second Quarter 2010

  • The Economy and the Market
  • Life Insurance

First Quarter 2010

  • The Economy and the Market
  • Does A Roth IRA Conversion Make Sense For You?
  • Why We Ask For Your Tax Return
  • Firm Update

Fourth Quarter 2009

  • The Economy and the Market
  • What’s Going On Here?
  • New Schwab Statements Coming Soon…
  • Financial Resolutions for 2010
  • Firm Update

Third Quarter 2009

  • The Economy and the Market
  • Roth IRA Conversions in 2010 and Beyond (or Today!)
  • 10 Tips You Can Take To Avoid Becoming a Victim of Elder Abuse

Second Quarter 2009

  • The Economy and the Market
  • Considerations for Investing In Real Estate
  • So, Your Teenager is About To Head off to College
  • Firm Update

First Quarter 2009

  • The Economy and the Market
  • Tax Developments of The American Recovery and Reinvestment Act of 2009
  • When You’ve Had Enough Fun: Exit Planning for Small Business Owners
  • Firm Update

Fourth Quarter 2008

  • The Economy and the Market
  • Our Thoughts on the Recent Wall Street Scandals
  • Ethics and the Tougher Rules for Certified Financial Planners

Third Quarter 2008

  • The Economy and the Market
  • How Safe is My Money?
  • Caregiving for an Elderly Loved One, Part II
  • Firm Update

Second Quarter 2008

  • The Economy and the Market
  • Caring for Elderly Loved Ones
  • Firm Update
  • Too Many Old Documents? Let Us Help!

First Quarter 2008

  • The Lost Decade?
  • Last Minute Tips from the IRS
  • Life Events: Planning for the Unexpected
  • Firm Update

Fourth Quarter 2007

  • 2007 Tax Planning: It’s Not Too Late
  • Some Key Tax Changes for 2008
  • Firm Update

Third Quarter 2007

  • Repricing Risk—A Term of Art Becomes Very Public
  • Planning for Life’s Stages: When Illness Strikes
  • Understanding Mortgages; What Will Your Payment Really Be?
  • Firm Update

Second Quarter 2007

  • Planning for Life’s Stages:Incapacity Planning
  • Frequently Asked Questions About Blankinship & Foster

First Quarter 2007

  • A Primer on Disability Insurance
  • Account Statements A True Story
  • Firm Update

Fourth Quarter 2006

  • Tax-Wise
    Charitable Gifting Strategies
  • Firm Update

Third Quarter 2006

  • Third Quarter
  • Taking Money Out of a 529 Plan
  • Medicare Part B Premiums Going Up
  • Firm Update

Second Quarter 2006

  • Do you Really Need Earthquake Insurance?
  • The New Tax Laws and Your Education Planning
  • Firm Update

First Quarter 2006

  • Our Investment Philosophy
  • Reviewing Your Homeowner’s Insurance
  • What to Do When You Lose Your Wallet
  • Firm Update