Increasing Your Return on Life.®

Frank Talk - 3rd Quarter Newsletter (2017)

08/15/2017
  • Editorial
  • High-Income Earners Can Benefit from Roth IRAs
  • Role of DAFs and PIFs in a Charitable Giving Plan
  • 3 Classic Investment Strategies are Always in Style
  • How Disability Insurance Protects Your Finances from the Unexpected
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Frank Talk - 2nd Quarter Newsletter (2017)

05/12/2017
  • Editorial
  • ESOPs Offer a Tax-Efficient Exit Strategy for Business Owners
  • Portfolio Diversification: Too Much of a Good Thing?
  • When One Trustee Isn't Enough, Consider Appointing a Trust Protector
  • What to do if You Inherit an IRA
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Frank Talk - 1st Quarter Newsletter (2017)

03/07/2017
  • Editorial
  • How to shift income to family members and save money
  • Managing volatility by combining cyclical and defensive stocks
  • Is there unclaimed property with your name on it?
  • Charity begins at home
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Frank Talk - 4th Quarter Newsletter (2016)

12/07/2016
  • Editorial
  • Self-Directed IRAs: Watch Out for These 3 Tax Traps
  • Falling Markets, Though Inevitable, Provide Opportunities
  • When Should You Pull the Trigger on Social Security Benefits?
  • Weighing the Pros and Cons of LTC Insurance
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Frank Talk - 3rd Quarter Newsletter (2016)

08/30/2016
  • Editorial
  • Paying for College
  • Is Your Bond Portfolio Ready for Rising Rates?
  • A QCD Might Help You Meet Charitable Giving and Tax Savings Goals
  • Preventing Heirs From Bending Your Will and Violating Your Trust
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Frank Talk - 2nd Quarter Newsletter (2016)

05/10/2016
  • Editorial
  • Protect Yourself from Tax Identity Theft
  • Should You Undo a Roth IRA Conversion
  • Taxable vs. Tax-Advantaged Accounts - Where you hold your investments matters
  • International Estate Planning: How to Avoid Tax Traps
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Frank Talk - 1st Quarter Newsletter (2016)

02/01/2016
  • Editorial
  • Managing Finances Following the Death of a Spouse
  • Beyond Bonds
  • Making Meaningful IRA Contributions is Easier Than Ever
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Frank Talk - 4th Quarter Newsletter (2015)

08/01/2015
  • Editorial
  • Three Benefits of Donor-Advised Fund Giving
  • Taking the Right Steps When Using an FLP or LLC
  • Currency Movements and Your Portfolio
  • Are You at Risk for AMT Liability?
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Frank Talk - 3rd Quarter Newsletter (2015)

07/01/2015
  • Editorial
  • Four Mid-Year Planning Tips to Lower Your Tax Bill
  • Bring Your Estate Plan Into the 21st Century
  • How Risky is Your Portfolio?
  • When Selling Your Business, Have a Retirement Backup Plan
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Frank Talk - 2nd Quarter Newsletter (2015)

04/01/2015
  • Editorial
  • Stress Test Your Investment Portfolio
  • Emerging Markets
  • Trusts and Taxes
  • Managing Retirement Savings After a Job Change
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Frank Talk - 1st Quarter Newsletter (2015)

01/01/2015
  • Editorial
  • You’ve Inherited a Large Sum of Money…Now What?
  • The BDIT
  • Take the Alternative Route
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Frank Talk - 4th Quarter Newsletter (2014)

11/01/2014
  • Editorial
  • Term vs. Perm
  • Smoothing the Ups and Downs
  • Keep More of Your Investment Earnings
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Frank Talk - 3rd Quarter Newsletter (2014)

08/01/2014
  • Editorial
  • A Primer on the Timing of RMDs
  • Floating-Rate Bond Funds Offer an Alternative Yield Source
  • Exemption Portability vs. a Credit Shelter Trust
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Frank Talk - 2nd Quarter Newsletter (2014)

05/01/2014
  • Editorial
  • Making the Best of Capital Loss
  • Tax-Smart Investing
  • Is College Right Around the Corner?
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Frank Talk - 1st Quarter Newsletter (2014)

01/01/2014
  • Editorial
  • Discussing Finances with Your Spouse
  • Preferred Stock - Hybrid Securities Behave Like Bonds, Trade Like Equities
  • Revise Your Estate Plan to Cover Health Care Directions?
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