Sarah's Newsletters

2021 Publications

Planning Essentials - Getting our Financial House in Order

  • What's Your Plan?
  • Organize
  • Balancing Short- Term Needs & Long -Term Goals

Planning Essentials - 4 Keys to Effective Pre-Retirement Income Planning

  • Risks You Face When Transitioning 
  • Guaranteed Income
  • How Your Advisor Can Help

Planning Essentials - 7 Tips for Long-Term Investing Success

  • How to Become a Better Long-Term Investor

Planning Essentials - The Value of Trusted Advice in a Turbulent Market

  • Why Trusted Advice Matters
  • Managing Emotions
  • Understanding Your Biases

Planning Essentials - Mitigate Market Volatility

  • How Rebalancing Your Portfolio Can Help Mitigate Market Volatility
  • When Should You Rebalance?
  • Rebalancing Strategies

Planning Essentials - Wealth & Values

  • Preparing the Next Generation for the Challenges of Wealth
  • Conversation Starters

 

2020 Publications

December, 2020 Newsletter

  • Ideas for New Holiday Traditions
  • Hunting Benefits of "Dissapointments & Lost Opportunities" 

November, 2020 Newsletter

  • End of Year Planning Tips
  • Hunting Season is Here!

August, 2020 Newsletter

  • What Type of Investor are YOU?

July, 2020 Newsletter

  • History of beloved Cherokee Negotiator Nancy Ward
  • Secure Act - Stretch IRA Exclusions

June, 2020 Newsletter

  • Staying Busy - Home projects on a budget!
  • June History

March, 2020 Newsletter 

  • NYSE History
  • 2020 Resolution Check - Ups. Have you started saving?

February, 2020 Newsletter

  • February History
  • Thank You Sher!
  • Teaching Kids About Money

2019 Publications

December, 2019 Newsletter

  • December History
  • Is Your Business Really Your Retirement Plan?
  • Hunting Season - Bow Hunting in Illinois 

October, 2019 Newsletter

  • October History
  • What to do in Seattle
  • Hunting Season - Identifying Your Style

September, 2019 Newsletter

  • Education Around the World
  • Simplify Investing

July, 2019 Newsletter

  • July History
  • Work - Life Balance. What's That?

May, 2019 Newsletter

  • Brain Cancer Awareness Month
  • Happy Mother's Day!

April, 2019 Newslettter

  • Questions to Help Pick a Major
  • Financial Mistakes & How to Educate Kids PRIOR to Choosing a Degree to Major in.
  • How Did April Fools Start?

February, 2019 Newsletter

  • How Much Do You Need In Retirement
  • Tips on Saving
  • Reflecting

January, 2019 Newsletter

  • Women in Business
  • Tax Season
  • Home Office Hacks

2018 Publications

December, 2018 Newsletter

  • Thank you 
  • Retirment Planning Changes
  • Hunting Season

October, 2018 Newsletter

  • Common Retirement Myths
  • Breast Cancer Awareness
  • Hunting Season
  • Productivity 

September, 2018 Newsletter 

  • Council Trip
  • Hunting Season
  • How far will $7 go?

August, 2018 Newsletter

  • Women in business
  • Dollar Cost Averaging
  • Using a Buffer Asset

June, 2018- Newsletter

  • Watchful Eye on the Market
  • How much fluid is enough?
  • The Magic of Believing
  • Business Tip of the Month 

 

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