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 Fall 18
- Avoiding IRS Scams
- New Tax Forms for New Tax Laws
- Approaching College Funding Responsibly
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OTM Summer 18
- Be Energy and Tax Efficient
- 2018 Taxes–Will You Get a Tax Cut?
- Optimizing Retirement Income
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OTM Spring 18
- Frank Named a Top Advisor
- New Tax Strategies
- Donor Advised Funds
- What’s a Clean Mutual Fund Share Class?
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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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OTM Fall 17
- Caveat Emptor
- Retirement Tax Planning Opportunities
- Credit Scores
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OTM Summer 17
- Frank Named a Top Advisor by Barron’s
- Can You Afford Not to Have a Good Financial Advisor?
- Vintage Assets Top $500 Million
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OTM Spring 17
- Best College Funding Accounts
- Dow Hits 20,000! What’s Next?
- Investor Protection Rule Gets Trumped
- Michigan Tax Facts
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OTM Winter 17-18
- Who’s Your Tax Planner?
- What’s an Enrolled Agent?
- Faster Trades, But Not That Fast
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OTM Fall 16
- FAFSA Changes
- Special Needs 529 Plans
- Qualified Charitable Distributions
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OTM Summer 16
- How to Check Out an Advisor
- Remember Your Umbrella
- Doubling Our Brain Trust
- New Rules for IRA Advice
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OTM Spring 16
- Guaranteed Retirement Planning
- Big Changes in Investment Advice
- Shrinking Social Security Checks
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OTM Winter 16-17
- Medicare’s Hidden Tax
- Tax Planning Under Trump
- Are You a One Percenter?
- New Figures for 2017
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OTM Fall 15
- Lower Costs = Higher Returns, Right?
- Social Security Turns 80 — Will it Live to 100?
- What Does Fed Rate Hike Mean to You?
- No COLA for Social Security in 2016?
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OTM Summer 15
- Below Average Returns Ahead?
- Find Your Windfall
- New Investor Protections
- In Honor of Dave
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OTM Spring 15
- Frank Elected NAPFA Chair
- Can Money Buy Happiness?
- Digital Estate Planning
- Facebook Legacy Contact
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OTM Winter 15-16
- Will Robos Drive Portfolios Off a Cliff?
- Who’s MyRA?
- IRS Changes to Address Tax Fraud
- Congress Upends Social Security Strategies
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OTM Fall 14
- Putting the Pieces Together
- Frank Named to NAPFA National Board
- How Much Retirement Income Will You Need?
- Annual Check Up
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OTM Summer 14
- Cost Vs. Value
- Sign Documents on the Go
- What’s an ETF?
- High Frequency Trading
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OTM Spring 14
- How Long Will You Live?
- Stock Market Volatility
- President Proposes Another Retirement Savings Account
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OTM Winter 14-15
- Your Retirement Portfolio: Piggy Bank or Income Machine?
- It’s Not That Bad
- Smart Charitable Giving
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OTM Fall 13
- How Much Will You Need to Retire?
- Save on College (and More)
- Investing by the Stars
- Frank Marks 30 Years
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OTM Winter 13-14
- Beneficiary Forms Up to Date?
- Itemized Deduction Phase Out and Charitable Contributions
- Should You Buy Long Term Care Insurance?
- New Numbers for 2014
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