Tax Free
BROADRIDGEADVISOR.COM
Is It Time to Think About Tax-Free Income? (Oct)
Insurance?
BROADRIDGEADVISOR.COM
Back-to-College Insurance Needs (Sep)
What are Your Short Term Goals
BROADRIDGEADVISOR.COM
Accumulating Funds for Short-Term Goals (Sep)
What is the Fed doing With Bonds
BROADRIDGEADVISOR.COM
Printing Money: The Fed's Bond-Buying Program (Sep)
ROP
BROADRIDGEADVISOR.COM
Return of Premium Life Insurance: Protection and Cash Back (Sep)
Don't Let COVID Get You
BROADRIDGEADVISOR.COM
Forefield - Broadridge Financial Services
BROADRIDGEADVISOR.COM
Medicare Open Enrollment: It's Time to Review Your Coverage (Oct)
BROADRIDGEADVISOR.COM
Three Questions to Consider During Open Enrollment (Oct)
BROADRIDGEADVISOR.COM
Working in Retirement (Oct)
Please contact me if you have any questions.
BROADRIDGEADVISOR.COM
Incapacity and Advance Medical Directives (Oct)
Year End Duties
BROADRIDGEADVISOR.COM
Five Investment Tasks to Tackle by Year-End (Oct)
How are you buying? Are you busying in the stores or online?
BROADRIDGEADVISOR.COM
Baby Boomers Buying More Online (Nov)
BROADRIDGEADVISOR.COM
Telemedicine: The Virtual Doctor Will See You Now (Jun)
Are you mobile!
BROADRIDGEADVISOR.COM
Going Mobile (Aug)
BROADRIDGEADVISOR.COM
LTC Insurance vs. Hybrid Life Insurance: Comparison (Dec)
Retirement ideas
BROADRIDGEADVISOR.COM
Five Tips to Regain Your Retirement Savings Focus in 2021 (Dec)
Has the virus gotten to you?!
BROADRIDGEADVISOR.COM
Lessons from the Lockdown: A Back-to-Basics Holiday (Nov)
Are you considering a move ( a lot of people are)?
BROADRIDGEADVISOR.COM
Seeking Sun or Savings? Explore a Retirement Move (Nov)
Roth Consideration
BROADRIDGEADVISOR.COM
Is Now a Good Time to Consider a Roth Conversion? (Nov)
BROADRIDGEADVISOR.COM
Year-End 2020 Tax Tips (Nov)
Studies show that women are more conservative and have less confidence in their investing decisions than male counterparts but earn better returns! Check out these statistics and tips on how women can reach their retirement goals successfully!
FOOL.COM
A Summary of 20 Years of Research and Statistics on Women in Investing | The Motley Fool
The ACA's individual mandate penalty was reduced to $0 after the end of 2018. However, there are some areas of the country where penalties still apply. Click to see if you live in one of these states:
BIT.LY
Is There Still a Penalty for Being Uninsured in 2021?
Are you saving enough for retirement? Women face specific obstacles in their paths to prosperity and retiring comfortably. Knowing what these challenges are helps to find ways to work around them. Here’s how…
FORBES.COM
How The Gender Income Gap Impacts Women’s Retirement
Don’t let your wallet get in the way of your health… Here are 6 budget-friendly ways you can improve your heart health! #OnABudget #HeartHealth
CLARK.COM
6 Easy Ways to Boost Your Heart Health on a Budget - Clark Howard
It's the chilly time of year and we want to make sure your hearts can handle it. Read this article for tips on a healthy heart in the snowy months! #Winter #HealthTips
HEART.ORG
Cold Weather and Cardiovascular Disease
Can your favorite song lower your risk of a heart attack? Read more to find out! #MusicTherapy
EVERYDAYHEALTH.COM
Is Music Good for Your Heart | Everyday Health
