Financial
Planning News
On the Money
Our print newsletter, On the Money, has been published quarterly since 1985.
Browse past issues below or request a free subscription.
OTM Winter 21-22
- Reflections at 70
- Mutual Fund Taxes
- Special Needs Planning
- Welcome Doug Watts, CFP, ChFC
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OTM Fall 21
- Tax Savings Opportunities
- Qualified 529 Expenses
- Welcome Nathan Zolynsky
- Child Tax Credit Changes
- Most Educated
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OTM Summer 21
- Your Retirement Paycheck
- What’s a SPAC?
- Welcome Mike Nemick, CFP
- Congrats to Candace Kinsler
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OTM Spring 21
- The Fed Changed Your Number
- Roths Explained
- New President, New Priorities
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OTM Fall 20
- Vintage Named to FT 300 Again
- The Cost of Inflation
- Lower Returns Ahead?
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OTM Summer 20
- Another Vintage Award
- COVID-19 & Taxes
- Supporting Our Community
- Disaster Survival
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OTM Spring 20
- Vintage Turns 35
- Investment Returns for the 2020’s
- Estate Distribution Help
- Tax Records to Keep
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OTM Winter 20-21
- Financial Misinformation
- Unexpected Impact of Taxes in Retirement
- Real Estate Vs. Bonds Today
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OTM Fall 19
- Free Advice for Young People
- An Ant’s Dilemma
- What’s a DAF?
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OTM Summer 19
- New Staff and More
- The Right College Decision
- New Offices
- Should I Have a TOD?
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OTM Spring 19
- Snowbird Tax Savings
- Keep Your Guard Up!
- We’re Moving Our Offices
- Meet Our Interns
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OTM Winter 19-20
- Should You Pay More Taxes?
- Savings Bonds a Potential Problem
- Trusted Contacts
- Meet Tammy & Set
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OTM Winter 18-19
- Best Age for Social Security
- Late Year Tax Planning Moves
- Fiduciary Rule: R.I.P.
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