March 2023
Highlights: 2022 Income Tax Returns | Silicon Valley Bank Collapse | TECH CORNER: Phishing Attacks | Collection For Local Food Pantries | Markets Updates
December 2022
Highlights: Year-End Financial Planning | How to Stay Safe in a Winter Weather Emergency | Student Loan Repayment Pause Extended | TECH CORNER: Identity Theft Protection Awareness Month | Collection For Local Food Pantries | Markets Updates
September 2022
Highlights: Current Market Decline | Ashley Goebel Joins Our Team | Student Debt Relief Plans | TECHNOLOGY CORNER: Apple Security Vulnerabilities | Support Our Local Food Pantries | Markets Updates
June 2022
Highlights: Office Visits & Summer Hours | Daniel Ortiz Becomes Financial Advisor | What's Driving Gas Prices Higher? | TECHNOLOGY CORNER: Password Strength | Support Our Local Food Pantries | Markets Updates
March 2022
Highlights: 2021 Tax Resources | Estate Planning in 2022 | Social Security Timing | TECHNOLOGY CORNER: Hacked or Spoofed? Now What? | Support Our Local Food Pantries | Markets Updates
February 2021
Highlights for the month of February: Understanding the New Stimulus Bill | 2020 Tax Resources | 2021 RMDs | What the Experts See Coming in 2021 | Markets Updates