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Quarterly Newsletters

2017 

Third Quarter 2017 - Favorite Things To Do

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• Favorite Places to See / Things to do in Arizona

• Evening with Friends Summer 2017

• Tell your Beneficiaries About your Accounts and Policies

• Life Insurance with Long Term Care Riders

• Evening with Friends Contact Directory

Second Quarter 2017 - A New Look

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• Online Scheduling

• Evening with Friends 2017

• Robo-Advisors vs. Human Advisors

• Personal Social Security Report

• Active and Passive Investment Management

• Evening with Friends Contact Directory

First Quarter 2017 - A New Year, A New Outlook

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• Online Scheduling

• Evening with Friends 2017

• Mind Over Money

• Wisdom from Warren Buffet

• Volatility is not Risk

• Personal Social Security Report

2016

Fourth Quarter 2016 - We're Growing Together

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• Riskalyze

• How can LTC Insurance Help you Protect your Assets?

• Meet the Altoona, PA NEXT Financial Team

• The A, B, C & D of Medicare

• Reducing the Risk of Outliving your Money 


Third Quarter 2016 - We're Growing Together

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• Welcoming Paul Smith to the Team

• Riskalyze

• It's Time to Review your Life Insurance

• Saving your Elderly Parents from Financial Fraud


Second Quarter 2016 - Setting Our Priorities

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• ABLE Accounts for Loved Ones with Disabilities

• Financial Fraudsters Preying on Boomers & Elders

• Why Life Insurance Matters

First Quarter 2016 - Managing Expectations and Change

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• Riskalyze

• Monthly Client Reports

• FINRA Regulatory Notice 15-02

• Exploiting the Elderly

• Is it Time for Life Insurance?