Monthly Theme Mailers

Each month we spotlight a different Financial Planning theme & send out mailers to our clients and friends.  See below for some of our latest!

 

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November 2018

#1 - The Snowball Effect

/files/72208/11%2D2018%20%2D%20The%20Snowball%20Effect.pdf

 

October 2018 - Retirement Planning

#1 - Why You Want a Retirement Plan in Writing

/files/72208/10%2D2018%20%2D%20Why%20You%20Want%20A%20Retirement%20Plan%20In%20Writing.pdf

 

February 2018 - Economic Updates

#1 - The Dow Dropped

/files/72208/02%2D2018%20%2D%20The%20Dow%20Dropped.pdf

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December 2017 - Tax Cuts & Jobs Act

#1 - Congress Passes Tax Cuts & Jobs Act

/files/72208/12%2D2017%20%2D%20Congress%20Passes%20the%20Tax%20Cuts%20%26%20Jobs%20Reform%20Act.pdf

 

November 2017 - Long Term Care Insurance

#1 - Long-Term Care - Thanksgiving

/files/72208/11%2D2017%20%2D%20LTC%20Thanksgiving%20%2D%20email.pdf

 

October 2017 - Retirement Planning

#1 - Financial Anxiety - Not Having Enough Money In Retirement

/files/72208/10%2D2017%20%2D%20Financial%20Anxiety%20%2D%20Not%20Having%20Enough%20Money%20In%20Retirement.docx

 

September 2017 - Life Insurance

#1 - September Is Life Insurance Awareness Month

/files/72208/09%2D2017%20%2D%20September%20is%20Life%20Insurance%20Awareness%20Month%20%2D%20email.pdf

 

August 2017 - Market Status

#1 - Financial Anxiety - The Next Bear Market

/files/72208/08%2D2017B%20%2D%20Financial%20Anxiety%20%2D%20The%20Next%20Bear%20Market%20%2D%20signed.pdf

 

June 2017 - College Savings Plans

#1 - Their Future Starts Today

/files/72208/adv_prospect_flyer02.pdf

 

April 2017 - Retirement Planning

#1 - Eight Tips for Planning Your Retirement

/files/72208/04%2D2017%20%2D%20Eight%20Tips%20for%20Planning%20Your%20Retirement.pdf

 

March 2017 - Social Security

#1 - Social Security - Myths vs. Facts

/files/72208/03%2D2017%20%2D%20Social%20Security%20%2D%20Myths%20vs%20Facts.pdf

 

February 2017 - Taxes

#1 - 2017 Annual Tax Guide

/files/72208/02%2D2017A%20%2D%202017%20Annual%20Tax%20Guide.pdf

 

#2 - Essential Financial Figures

/files/72208/02%2D2017B%20%2D%20Essential%20Financial%20Figures.pdf

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December 2016 - Estate Planning

#1 - Updating Your Estate Plan

/files/72208/12%2D2016%20Updating%20Your%20Estate%20Plan.pdf

 

November 2016 - Long Term Care Awareness Month

#1 - A Tax Break for LTC Hybrids

/files/72208/11%2D2016A%20A%20Tax%20Break%20for%20LTC%20Hybrids.pdf

 

October 2016 - National Financial Planning Month/Roth IRA

#1 - October is Natl Financial Planning Month

/files/72208/10%2D2016A%20October%20is%20National%20Financial%20Planning%20Month.pdf

 

#2 - The Benefits of a Roth IRA

/files/72208/10%2D2016B%20The%20Many%20Benefits%20of%20Roth%20IRA.pdf

 

September 2016 - Life Insurance

Are You Insured

/files/72208/09%2D2016A%20Are%20You%20Insured.pdf

 

August 2016 - College Funding

College Funding Options

/files/72208/08%2D2016%20College%20Funding%20Options.pdf

 

February 2016 - Social Security Changes

** Read ASAP - Deadline is April 30, 2016

Changes to File & Suspend Rules

/files/72208/Did%20You%20Hear%20What%20Just%20Happend%20with%20Social%20%20Security.pdf

 

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November 2015 - Long Term Care Insurance

Long Term Care Thanksgiving

/files/72208/11%2D2015%20Long%20Term%20Care%20Thanksgiving.pdf

 

October 2015 - CD Alternatives

Maturing CD Owners

/files/72208/10%2D2015%20Maturing%20CD%20Owners%20%2D%20email%20scanned.pdf

 

September 2015 - Life Insurance

#1 - Are You Happy With Your Life Insurance?

/files/72208/09%2D2015%20Are%20You%20Happy%20With%20Your%20Life%20Insurance.pdf

#2 - The Stock Market Decline

/files/72208/09%2D2015%20Stock%20Market%20Decline.pdf

 

August 2015 - College Savings Plans

Get Started Saving For College

/files/72208/08%2D2015%20Get%20Started%20Saving%20For%20College.pdf

 

April 2015 - Retirement Planning

Wise Decisions with Retirement in Mind

/files/72208/04%2D2015%20Wise%20Decisions%20with%20Retirement%20in%20Mind.pdf

 

March 2015 - Social Security

Should You Apply For Social Security Now or Later?

/files/72208/03%2D2015%20Should%20you%20Apply%20for%20Social%20Security%20Now%20or%20Later.pdf

 

February 2015 - IRAs

What Beneficiaries Need To Know

/files/72208/02%2D2015%20What%20Beneficiaries%20Need%20To%20Know.pdf

 

January 2015 - Financial Planning

The Annual Financial Checkup - Don't Ignore it

/files/72208/01%2D2015%20Annual%20Financial%20Checkup.pdf

 

November 2014 - Long Term Care Insurance

Long-Term Care Awareness Month

/files/72208/11%2D2014%20%2D%20November%20is%20Long%20Term%20Care%20Month.pdf

 

September 2014 - Life Insurance

September is Life Insurance Awareness Month

/files/72208/09%2D2014%20%2D%20September%20is%20Life%20Insurance%20Awareness%20Month.pdf

 

July 2014 - Investments

Do Your Investments Match Your Risk Tolerance?

/files/72208/07%2D2014%20%2D%20Do%20Investments%20Match%20Your%20Risk%20Tolerance.pdf

 

June 2014 - 401k & Retirement Planning

401(K) - The Big Rollover

/files/72208/06%2D2014%20%2D%20401K%20The%20Big%20Rollover.pdf

 

May 2014 - College Savings & Planning

529 Lesson Plan: High Scores for 529 College Savings Program

http://www.mackefinancialgroup.com/529-Plans.c238.htm

 

April 2014 - Retirement Planning

Is America Prepared to Retire?

/files/72208/04%2D2014%20%2D%20Is%20America%20Prepared%20to%20Retire.pdf

 

March 2014 - Social Security

#1 - Social Security Benefits Brochure

files/72208/When%20Will%20You%20Begin%20Social%20Security%20Benefits%20%2D%20Moneyguide.pdf

 

#2 - Social Security Claiming Strategies

/files/72208/03%2D2014%20%2D%20Social%20Security%20Claiming%20Strategies.pdf

 

February 2014 - Taxes/IRAs

2014 IRA Deadlines Are Approaching

/files/72208/02-2014-%202014%20IRA%20Deadlines%20Are%20Approaching.pdf

 

January 2014 - Financial Planning

Wealth Management Planning

/files/72208/Wealth%20Management%20Prospecting%203.pdf