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Insights from the Roundtable: Our monthly e-newsletter

A better financial newsletter.
Each month we send out a free financial e-Newsletter packed full of helpful information and tips on a variety of issues that affect your life. Topics include:

• Financial Planning
• Tax Planning
• Insurance Insights
• Investment Management Updates
• Estate Planning

Please submit the following form and your information will be added to our FREE Insights from the Roundtable e-newsletter list:

Archives

2013

1. May 2013 -- "Women and Finance"
2. April 2013 -- "Raising Financially Responsible Kids"
3. March 2013 -- "Tips for Taxes, 2012 and 2013"
4. February 2013 -- "Sequestration"
5. January 2013 -- "2013 Economic Outlook"

2012

1. December 2012 -- "Setting Financial Goals"
2. November 2012 -- "Smart Gift Cards for Your Smartphone"
3. October 2012 -- "The 4% Rule"
4. September 2012 -- "Weighing the Value of Insurance"
5. August 2012 -- "Your Last E-Will and Testament"
6. July 2012 -- "The LIBOR Scandal: What It Is and Why You Should Care"
7. June 2012 -- "Twin Journeys: Retirement Planning and Retirement"
8. May 2012 -- "Steps to Take If You've Lost Your Job"
9. April 2012 -- "The View From 3 Months In"
10. March 2012 -- "Strategies for Making Your Retirement Savings Last"
11. February 2012 -- "Who Needs the Boss's OK? Give Yourself a Raise Today"
12. January 2012 -- "The Importance of Diversification"

2011

1. December 2011 -- "2011: The Flat Roller Coaster"
2. November 2011 -- "Financial Planning Ideas to be Thankful for"
3. October 2011 -- "Things that May Keep You Up at Night."
4. September 2011 -- "Operation Twist Meets the Greek Debt Crisis"
5. August 2011 -- "Keeping Perspective During Market Volatility"
6. July 2011 -- "Efficient Debt Versus Inefficient Debt"
7. June 2011 -- "Money Strategies for Mr. Mom"
8. May 2011 -- "The Importance of Saving"
9. April 2011 -- "Financial Literacy"
10. March 2011 -- "It Takes More Than Good Fortune to Reach Your Goals "
11. February 2011 -- "Don't Let Finances Get in the Way of Love"
12. January 2011 -- "Ensure Your Financial Fitness With Savvy Planning"

2010

1. December 2010 -- "A Different Gift This Holiday Season"
2. September 2010 -- "Values and Money"
3. August 2010 -- "Stock Market Impact of Investor Tax Changes"
4. July 2010 -- "Europe is Not the World"
5. June 2010 -- "The Long-Term Outlook"
6. May 2010 -- "Women and Retirement"
7. April 2010 -- "What is the FED?"
8. March 2010 -- "Our Promise to Clients"
9. February 2010 -- "New Tax Break - Haiti Earthquake Relief"
10. January 2010 -- "New Roth Conversion Rules

2009

1. December 2009 -- "Why Are Treasury Rates So Low?"
2. November 2009 -- "Renewed Rally"
3. October 2009 -- "Good Communication and a Solid Plan"
4. September 2009 -- "A Time to Refocus"
5. August 2009 – "Developing a Savings Mentality "
6. July 2009 – "Safeguarding Your Identity "
7. June 2009 – "Organizing Your Financial Life "
8. May 2009 – "Are Recovery Efforts Showing Results?"
9. April 2009 – "Strategy vs. Emotion"
10. March 2009 – “Mid-Course Correction"
11. February 2009 – “Steps to Take if You Lose Your Job "
12. Janurary 2009 – “Considerations for your financial Checkup"

2008

1. December 2008 – “Year End Tax Tips”
2. November 2008 – “Dealing with a Down Market”
3. October 2008 – "Safegaurding Your Identity - And Your Finances "
4. September 2008 – "Are You Really Saving Enough For Retirement "
5. August 2008 – "Keeping Your Emotions in Check "
6. July 2008 – "Creating a Tax-Efficient Investment Plan "
7. June 2008 – "Saving for College"
8. May 2008 – "Retirement Planning Myths"
9. April 2008 – "Developing a Savings Mentality"
10. March 2008 – "Organizing Your Financial Life"
11. February 2008 – "New Year’s Financial Resolutions"
12. January 2008 – "Get the Most from Your Retirement Plan"

2007

1. December 2007 – "New Year Investment Resolutions"
2. November 2007 – "Year-End Tax Moves to Improve Your Bottom Line"
3. October 2007 – "Do You Have Your Estate in Order?"
4. September 2007 – "Buy, Sell or Hold?"
5. August 2007 – "The Highway to Prosperity"
6. July 2007 – "Too Much Tax?"
7. June 2007 – "Dealing with a Windfall"
8. May 2007 – "Managing Your Risk"
9. April 2007 – "Advantages of a Uniform Gift to Minors"
10. March 2007 – "Catch-up Contributions"
11. February 2007 – "Taking Stock of Your Portfolio"
12. January 2007 – "A Gift for the Giving"

2006

1. December 2006 – "Keeping Your Financial Affairs Up-to-Date"
2. November 2006 – "529 Savings Plan"
3. October 2006 – "When to Save Taxes Long-term with a Roth IRA"
4. September 2006 – "Understanding Risk"
5. August 2006 – "When do You Want to Retire?"
6. July 2006 – "The Right Asset Allocation for You"
7. June 2006 – "Your Financial Snapshot"
8. May 2006 – "Getting Organized"
9. April 2006 – "The 6 Elements of Financial Planning"
10. February 2006 – "When to Buy Long-Term Care Insurance"