January 11, 2025

Market Roundup: Jan. 6 – Jan. 10, 2025; Open Discussion: Social Security Fairness Act; Case Study: Navigating Emotional Financial Topics; Q&A Time: Marriage Penalties and Selling for RMDs

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July 8, 2023

Market Roundup: Covering July 3 – July 7, 2023; Case Study: 401(k) Beneficiary Designations; Q&A Time: Employer Matching Contributions and “Do I need a will?”

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October 1, 2022

Market Roundup: Covering Sept. 26 – Sept. 30, 2022; Case Study: Alternative Investments; Q&A Time: Combining finances when getting married

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