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Quarterly Newsletters

In this issue, we discuss Taking Action in a Bear Market.  

In this issue, we discuss Continuing Care Retirement Communities (CCRCs) as a long-term care solution. 

In this issue, we discuss how to create a retirement spending plan as The First Step Towards a Successful Retirement.

In this issue, we discuss why Health Savings Accounts (HSAs) are The Ultimate Savings Machine.

In this issue, we discuss how empty nesters can capitalize upon their last chance to build up their retirement nest egg in the article Empty Nest to Nest Egg.

In this issue, we discuss Retirement Accounts for Strong Savers by taking a look at at how strong savers can prioritize savings across various types of retirement accounts.

In this issue, we discuss The Lessons of a Very Instructive Year by taking a look back at 2020. We also discuss I Bonds in A Bright Spot to Park Excess Cash.

In this issue, we discuss Politics & Portfolios and why the upcoming election shouldn't lead you to abandon your long-term investment plan. 

In this issue, we discuss the Opportunities & Perils of No RMDs in 2020 by taking a detailed look at the tax complexities that should be considered before deciding how to handle the lack of RMD income.

In this issue, we discuss Mitigating Fear in a Bear Market by focusing on four methods of managing fear during times of uncertainty. We also discuss tax related changes in our Tax Change Roundup article.  

In this issue, we discuss The Secret to a Fulfilling Retirement by introducing the elements and activities successful clients embrace as they have transitioned to retirement. 

In this issue, we walk you through each of the Five Simple Steps to Wealth.  

In this issue, we discuss Demystifying Health Care Costs in Retirement both before and after age 65. 

In this issue, we discuss When Investment Returns Don't Matter (Much). In a second article, Why We Prepare Taxes, we talk about the importance of integrating tax preparation with financial planning.  

Opportunistic Portfolio Rebalancing is designed to instill the discipline needed in order to maintain our desired portfolio risk/return, while at the same time potentially enhancing our returns.

In this issue we quantify the value of integrated tax and retirement planning in our lead article titled: The $268,000 Value of Synergistic Retirement Planning.

We try to answer the question: Is the U.S. Stock Market Overvalued?

This issue addresses setting up your own private charity called a Donor Advised Fund and how it can be used for good and for tax savings.

This issue is dedicated to the topic of the Reverse Mortgage and who is a good candidate for this product (which may surprise you).

Eighteen years of practice brought us to the point where we could share The Principles of Financial Security which are described in our lead article this quarter.

In this issue, we discuss managing personal finances by decade.

 2017 04 Mallard Call
We explore the components and sources of stock returns taking a look at the valuation of the stock market.

 2017 01 Mallard Call
The "Four Keys to Investment Success" are provided to help investors to receive the investment results they deserve.

 2016 10 Mallard Call
In this issue, we discuss long-term care risks and your options for covering these risks.

 2016 07 Mallard Call
How to manage retirement risk using "guardrails".  Umbrella liability insurance is also discussed.

 2016 04 Mallard Call
We talk about Retirement epiphanies and the importance of diversification.

 2016 01 Mallard Call
Layering term life insurance provides more appropriate coverage at a better cost.

 2015 10 Mallard Call
You can build wealth by paying taxes (now)!

 2015 07 Mallard Call
Bill talks about identity theft prevention tactics and why investors should stop "strategy seeking".

 2015 04 Mallard Call
These are the numbers you should know in order to measure your financial well-being.

 2015 01 Mallard Call
Look at how you can "split the market" to gain clarity.

 2014 10 Mallard Call
The importance and an easy method of getting your estate related documents organized.

 2014 07 Mallard Call
Asset Location: Why you should put different types of "eggs" into different types of "baskets".

 2014 04 Mallard Call
How Being True to Yourself can propel your financial security.

 2014 01 Mallard Call
We look back at the hypothetical returns of four investors over the last five years.

 2013 10 Mallard Flyer
How making a commitment to our "future selves" will make it easier for our "current selves" to save.

 2013 07 Mallard Flyer
Bill writes about Continuing Care Retirement Communities (CCRC's). This popular article was picked up by a national financial publication for redistribution.

 2013 04 Mallard Flyer
In this issue we dicuss the reality of world abundance and also about college planning.


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