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Newsletters and Mike's Letters

Quarterly Reports

2017 October Quarterly Report

 Articles include:

  • It's getting late...Do you know where your identity is?
  • A Buck i$ NOT always a Buck
  • Year End & LIfe Event

2017 July Quarterly Report

 Articles include:

  • Are Your Retirement Savings on Track?
  • Health care, repeal and replace.  What does it all mean?
  • Financial Checkup

2017 April Quarterly Report

 Articles include:

  • Medicare Premiums and Copayments
  • Borrowing from Your 401(k) Plan
  • Retirement Risk

2017 January Quarterly Report

 Articles include:

  • How do I retire?
  • Understanding Long-term Care
  • IRA Contributions


Letters from Mike 

Letter from Mike - September 2017

Letter from Mike - June 2017

Letter from Mike - March 2017