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Market Updates
Quarterly Newsletters
  • April 2018

    • Lessen the risk of cybersecurity threats

    • The standard deduction and itemized deductions after Tax Reform

    • Four points to consider when setting a retirement income goal

    • How does working affect Social Security retirement benefits?

    • Is buying an extended warranty worth it?

  • January 2018

    • New Tax Bill Summary

    • What the Tax Cuts & Jobs Act of 2017 means to you

    • Is America's aging population slowing down the economy?

    • It's time for Baby Boomer RMDs!

    • What can I learn from looking back on my financial situation in 2017?

    • What financial resolutions should I consider for 2018? 

  • October 2017

    • How to avoid becoming the victim of a cybercrime

    • Managing debt while saving for retirement

    • Life is for the Living, and so is life insurance

    • Is Social Security Administration still mailing statements?

    • Tips for reviewing Medicare coverage during open enrollment

  • July 2017​​

    • Don't let rising interest rates catch you by surprise

    • Future of the Federal Estate Tax

    • The health-wealth connection

    • What is a rollover IRA, and do I need one?

    • Can I roll my traditional 401k account balance over to a Roth IRA?

  • April 2017

    • How much do you know about Social Security retirement benefits?

    • Spring cleaning your finances

    • Converting retirement savings to retirement income

    • Do I need to file a gift tax return?

    • Tips for creating a home inventory

  • January 2017

    • The LVM client vault portal

    • Class action claim filing service for LVM clients

    • Five things to know about inherited IRAs

    • The importance of saving for retirement at a young age

    • Chip-card technology

  • October 2016

    • The LVM internship program

    • Ten year-end tax tips for 2016

    • Top financial concerns of Baby Boomers, Generation Xers, and Millennials

    • What are my healthcare options if I retire early?

    • Should I accept my employer's early-retirement offer?

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