• Independent Investor October 2016 - Take the Emotion Out of Investing with Dollar-Cost Averaging

          10/1/2016

• Plan Participant 3Q 2016 Newsletter

          9/30/2016

• Plan Sponsor 3Q 2016 Newsletter

          9/30/2016

• Independent Investor September 2016 - A Brave New World: 21st Century Retirement

          9/1/2016

• Independent Investor August 2016 - Skin in the Game: Getting Kids Involved in College

          8/1/2016

• Independent Investor July 2016 - Keep the Role of Social Security in Perspective

          7/1/2016

• Plan Participant 2Q 2016 Newsletter

          6/30/2016

• Plan Sponsor 2Q 2016 Newsletter

          6/30/2016

• Independent Investor June 2016 - Trust Beneficiaries: Be Informed About the Basics

          6/1/2016

• Independent Investor May 2016 - Investment Math 101: Calculating Your Own Performance

          5/1/2016

• Independent Investor April 2016 - Doing Your Homework: What You Need to Know About Home Mortgages

          4/1/2016

• Plan Participant 1Q 2016 Newsletter

          3/31/2016

• Plan Sponsor 1Q 2016 Newsletter

          3/31/2016

• Independent Investor March 2016 - Understanding Health Savings Accounts
  3/1/2016
  
  
• Independent Investor February 2016 - Make a Plan for Withdrawing Retirement Assets
  2/1/2016
  
  
• Independent Investor January 2016 - It's 2016: Do You Know Who Your Beneficiaries Are?
  1/1/2016
  
  
• Plan Sponsor 4Q 2015 Newsletter
  12/31/2015
  
  
• Plan Participant 4Q 2015 Newsletter
  12/31/2015
  
  
• Independent Investor November 2015 - Tips for Surviving a Stock Market Correction
  11/1/2015
  
  
• Independent Investor October 2015 - Longevity Risk: A Key Consideration in Any Retirement Planning Strategy
  10/1/2015
  
  
• Plan Sponsor 3Q 2015 Newsletter
  9/30/2015
  
  
• Plan Participant 3Q 2015 Newsletter
  9/30/2015
  
  
• Independent Investor July 2015 - Planning for the Changing Phases of Retirement
  07/01/2015

• Plan Sponsor 2Q 2015 Newsletter
  06/30/2015

• Plan Participant 2Q 2015 Newsletter
  06/30/2015

• Independent Investor June 2015 - History Shows, Time in the Market Beats Market Timing
  06/01/2015

• Independent Investor May 2015 - Be Prepared: Tips for Caring for an Ill or Elderly Parent
  05/01/2015

• Independent Investor April 2015 - Securing Financing for Your Small Business
  04/01/2015

• Plan Sponsor 1Q 2015 Newsletter
  03/31/2015

• Plan Participant 1Q 2015 Newsletter
  03/31/2015

• Independent Investor March 2015 - Doing Good When Doing Well: Philanthrophy and the Affluent Family
  03/01/2015