Increasing Your Return on Life.®

Frank Talk - 3rd Quarter Newsletter (2022)

10/20/2022
  • Editorial
  • Meaningful Benchmarks Matter When Evaluating Portfolio Performance
  • Living in Retirement: How to Overcome a Fear of Spending Your Savings
  • Teaching Your Kids the Basics of Money Management
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Frank Talk - 2nd Quarter Newsletter (2022)

07/13/2022
  • Editorial
  • Preparing for New Cryptocurrency Reporting Rules
  • For Investing Advice, Look to the Masters
  • HSAs: A Can't-Pass-Up Savings Proposition
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Frank Talk - 1st Quarter Newsletter (2022)

03/08/2022
  • Editorial
  • Take Steps to Manage Inflation's Impact
  • Trusts Can Solve a Variety of Estate Planning Issues
  • Prepare for Scrutiny - IRS Audits May Soon Become More Common
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Frank Talk - 4th Quarter Newsletter (2021)

11/17/2021
  • Editorial
  • Why Investors Should Care About Market Cap
  • A Look at the Roth IRA Five-Year Rule
  • Worried You Don't Have Enough to Retire? Consider Working a Little Longer
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Frank Talk - 2nd Quarter Newsletter (2021)

06/29/2021
  • Editorial
  • Overdiversification Could Actually Hinder Your Investment Goals
  • 3 Tips for Making Retirement Less Taxing
  • Are You Responsible for Your Parents' Nursing Home Expenses?
  • So, You've Dipped Into Savings...What to do Next With Your Retirement Account
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Frank Talk - 1st Quarter Newsletter (2021)

03/18/2021
  • Editorial
  • Stress Testing: Does Your Portfolio Pass the "What If" Test?
  • To Make Your Savings Last, Consider Phased Retirement
  • Repayment Plans Can Ease the Pain of Student Loan Debt
  • How to Keep States From Taxing You Twice
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Frank Talk - 4th Quarter Newsletter (2020)

12/18/2020
  • Editorial
  • Congratulations on Your Windfall! Now, for the Caveats
  • The Kiddie Tax: What's New is Old Again
  • Should You Start Social Security Benefits Early?
  • How a CRT Can Work as a "Stretch IRA" Substitute
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Frank Talk - 3rd Quarter Newsletter (2020)

08/28/2020
  • Editorial
  • Make the most of estate and gift tax exemptions
  • Now more than ever, life insurance is worth considering
  • Giving to charity is a little sweeter in 2020
  • Approaching retirement? How to deal with market volatility
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Frank Talk - 2nd Quarter Newsletter (2020)

05/14/2020
  • Editorial
  • Building an Emergency Fund to Weather Any Storm
  • How a Living Will Helps Ensure Your Last Wishes are Carried Out
  • Making Financial Plans? Get Your Assets Appraised
  • Wait! Don't Leave Your Job Without Your Retirement Account
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Frank Talk - 1st Quarter Newsletter (2020)

02/27/2020
  • Editorial
  • New Tax Strategies for Charitable Givers
  • DAFs Offer a Low-Cost Alternative to Private Foundations
  • What Bond Investors Need to Know About Yield
  • Investment Fraud: If it seems too good to be true...
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Frank Talk - 4th Quarter Newsletter (2019)

11/22/2019
  • Editorial
  • Active vs. Passive Investing: How the Strategies Actually Differ
  • Capital Gains Planning: When Timing is Everything
  • Should You Retire Your Mortgage Before You Retire?
  • Reversing Direction: The Benefits of "Upstream" Estate Planning
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Frank Talk - 2nd Quarter Newsletter (2019)

07/31/2019
  • Editorial
  • Planning for a Tax-Efficient Retirement
  • Investment vs. Speculation: The critical difference
  • Parental Priorities: How to choose a guardian for your child
  • 8 Tips for Protecting Your Money From Cyberattacks
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Frank Talk - 1st Quarter Newsletter (2019)

03/19/2019
  • Editorial
  • Substantiating Charitable Gifts: Do You Know the Rules?
  • Cash is King: The Role this Often-Derided Asset Plays in Your Portfolio
  • How Tax-Advantaged Health Plans Contribute to Your Financial Well-Being
  • New Rules Make 401(k) Hardship Withdrawals Easier
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Frank Talk - 4th Quarter Newsletter (2018)

12/22/2018
  • Editorial
  • Using a Charitable Trust to Pay for College
  • Your Responsibility When Hiring Household Help
  • Disability Insurance: Are You Really Protected?
  • No Gain, No Pain: Year-End Tax Planning for Investors
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Frank Talk - 3rd Quarter Newsletter (2018)

08/21/2018
  • Editorial
  • Kiddie Tax: New Hazards, New Opportunities
  • How to Transition into a Comfortable Retirement
  • Intrafamily Loans Offer Family Value
  • Make Your Charitable Contributions Count Under the TCJA
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Frank Talk - 2nd Quarter Newsletter (2018)

06/07/2018
  • Editorial
  • What's in the New Tax Law for You?
  • Convertible Bonds Can Provide the Best of Both Worlds
  • Natural Disasters - For the Best Financial Outcome, Prepare for the Worst
  • Using the 4% Rule to Make Retirement Fund Withdrawals
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Frank Talk - 1st Quarter Newsletter (2018)

02/21/2018
  • Editorial
  • 3 Questions Can Help You Tune Up Your Investment Portfolio
  • Cradle to College - How to Give Your Children a Solid Financial Education
  • Start the Year Right: Review Withholding and Estimate Tax Payments
  • Don't Get Taxed Twice on Nondeductible IRA Contributions
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Frank Talk - 4th Quarter Newsletter (2017)

11/09/2017
  • Editorial
  • Before You Renovate Your Home, Do the Math
  • Estate Planning for Your Digital Assets and Accounts
  • A Trust Without a Beneficiary: What's the Purpose?
  • Against the Grain: Why Contrarian Investors Take an Unconventional View
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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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