Newsletter Archive

2022

Making Cents Quarterly Newsletter - 2022, Quarter 1

In this edition:

  • ​Personal Notes
  • Market Overview
  • What Do Harvard, Yale and MIT Know That You Don’t?
  • Protecting Inheritances For Married Children
  • Reducing RMD Taxes With Qualified Charitable Distributions

2021

Making Cents Quarterly Newsletter - 2021, Quarter 2

In this edition:

  • ​Personal Notes
  • Market Overview
  • Three Tax Advantages Of Owning Real Estate Investment Trusts
  • Discovering New Hobbies For A Healthy Retirement
  • Four Things To Consider Before Bailing Out Your Adult Children
  • Here’s What You Should Know About Bitcoin

Making Cents Quarterly Newsletter - 2021, Quarter 1 

In this edition:

  • ​Personal Notes
  • Market Overview
  • Protecting Your Retirement Assets
  • No Pain, No (Mental) Gain!
  • “Winter Wordoku” Puzzle
  • Converting Savings To Retirement Income
  • Big Changes To California Property Taxes Coming Your Way

2020

Making Cents Quarterly Newsletter - 2020, Quarter 3

In this edition:

  • ​Personal Notes
  • Market Overview
  • Health Savings Accounts: FAQs
  • Becoming An Intelligent Investor
  • Good Habits For A Fulfilling Retirement
  • Special Announcement 

Making Cents Quarterly Newsletter - 2020, Quarter 2

In this edition:

  • Personal Notes
  • Market Overview
  • The Importance Of Advance Directives
  • Understanding Risk
  • Sleep - It’s A Lifesaver

Making Cents Quarterly Newsletter - 2020, Quarter 1

In this edition:

  • Personal Notes
  • Market Overview
  • In Or Near Retirement
  • How To Survive The Next Bear Market
  • Show Me The Money! Private Markets And Alternative
  • Investments
  • Pet Trust: Not Just For The Wealthy

2019

Making Cents Quarterly Newsletter - 2019, Quarter 3

In this edition:

  • Personal Notes
  • Market Overview
  • Using Investor360° To Share Secure Messages And Documents With Our Office
  • Don’t Let Stock Market Volatility Spook You
  • Being Proactive In The Face Of Alzheimer’s
  • Tapping Into Your Home Equity
  • Spaghetti Squash With SageBrowned Butter
  • Wordoku Puzzle

Making Cents Quarterly Newsletter - 2019, Quarter 2

In this edition:

  • Personal Notes
  • 2019 Midyear Outlook
  • Should You Buy Individual Stocks?
  • The “ABCDE” Method To Avoiding Knee-Jerk Reactions To Negative Financial Events
  • An Intro To Fasting
  • Farmer’s Market Grilled Vegetable Salad

Making Cents Quarterly Newsletter - 2019, Quarter 1

In this edition:

  • Personal Notes
  • Market Overview
  • Is Your Money Being Used To Improve Your Life?
  • Avoiding Common Errors Surrounding RMDs
  • Spending: What To Do When You And Your Spouse Are NOT
  • On The Same Page?
  • Puzzle Page

2017

Making Cents Quarterly Newsletter - 2017, Quarter 4

In this edition:

  • A Financial Checklist You Can Handle
  • Market Overview
  • The ABC of Finance: Tips and Tools for Raising a Smart Investor
  • Go Deep Into The Heart of Thanksgiving For Yourself, For Others
  • Shea's Holiday Wild Rice

Making Cents Quarterly Newsletter - 2017, Quarter 3

In this edition:

  • Healthcare Costs In Retirement
  • Market Overview
  • Maintaining Your Financial Records: The Importance of Being Organized
  • Help Transform A Woman's Life
  • How To Build Your Own Confidence At Will

 

2018

Making Cents Quarterly Newsletter - 2018, Quarter 4

In this edition:

  • Personal Notes
  • Market Overview
  • Three Overlooked Keys To Being A Successful Investor
  • How To Change Your Behavior
  • Giving: How To Do The Most Good

Making Cents Quarterly Newsletter - 2018, Quarter 3

In this edition:

  • Personal Notes
  • Market Overview
  • Get Real - The Benefits of Investing in Real Estate
  • Medicare: A Step-By-Step Guide
  • 8 Reasons to Eat More Chocolate According to Science

Making Cents Quarterly Newsletter - 2018, Quarter 2

In this edition:

  • Personal Notes
  • Market Overview
  • It's Graduation Time!
  • 5 Steps To Heal Autoimmune Disease
  • Luana Farms Ceviche

Making Cents Quarterly Newsletter - 2018, Quarter 1

In this edition:

  • Personal Notes
  • Market Overview
  • Retirement Plans For Small Businesses
  • St. Patrick's Day Fun Facts
  • 12 Steps To Beat Diabetes Naturally