Broker Check

Seasonal Newsletters

2022 Fall Perspectives

2022 Fall Perspectives

In this issue:

  • Preparing For A Once-In-A-Lifetime Experience
  • Hunting Zombified Accounts
  • Holiday Door Decor
  • Give Your Autumn Baking A Twist
2022 Summer Perspectives

2022 Summer Perspectives

In this issue:

  • Rethinking Retirement
  • Backyard Bungalows to Captivating Cottages
  • Family-Friendly Summer Cocktails
  • Building Your Ultimate Smart Gym
2022 Spring Perspectives

2022 Spring Perspectives

In this issue:

  • Leaving a Lasting Legacy
  • A Springtime Checklist for Money and Home
  • Harvest at Home
  • Engaging Local History
2021 Winter Perspectives

2021 Winter Perspectives

In this issue:

  • Wintering 101
  • Financial Lessons For Every Age
  • Shopping for Big-Ticket Items Online
  • Tell Your Story: How to Finally Write That Novel
2021 Fall Perspectives

2021 Fall Perspectives

In this issue:

  • Retire Well or Save For College
  • Monumental Impact: Women, Money, and a Global Pandemic
  • All About Apples
  • Autumnal Oddities
2021 Summer Perspectives

2021 Summer Perspectives

In this issue:

  • Pandemic-Proof Your Finances
  • The Great Wealth Transfer
  • Online Tourism
  • How to Stock an Emergency Kit




2021 Spring Perspectives

2021 Spring Perspectives

In this issue:

  • Declutter Your Documents
  • Make Your Money Work For You
  • Start Your Morning With a Grassy Green Kick!
  • A Beginner's Guide to Home Gardening



2021 Winter Perspectives

2021 Winter Perspectives

In this issue:

  • Financial Gifts: What You Should Know
  • Smart Moves For The New Year and Beyond
  • Stepping Up and Giving Back 
  • A Beginner's Guide to Snowshoeing



2020 Fall Perspectives

2020 Fall Perspectives

In this issue:

  • Bear vs. Bull: What's the Difference?
  • Investing for Impact: Make a Difference While Pursuing Your Goals
  • Halloween: Yesterday and Today
  • The Spice of Life: A Brief History of Pumpkin Spice



2020 Summer Perspectives

2020 Summer Perspectives

In this issue:

  • Navigating the CARES Act: Choices Available to You
  • Retiring During Volatile Times: Risks, Opportunities, and Questions to Consider
  • From the Farm to Your Table: Connecting with Community Supported Agriculture
  • Working from Home 101: How to Adjust to the Remote Life



2020 Spring Perspectives

2020 Spring Perspectives

In this issue:

  • Exploring an Encore Career: Do You Want to Keep Working During Your Retirement?
  • Understanding the SECURE ACT: 4 Things You Need to Know
  • Easy Gardening Tips to Make Your Yard Pop
  • The Fastest-Growing Sport in America: Have You Heard? Pickleball Is Sweeping the Nation



2020 Winter Perspectives

2020 Winter Perspectives

In this issue:

  • Getting Goals Right
  • Keeping Your Cash Flow Strong
  • Providing For Your Pets
  • A 2020 Vision for the New Year



Please click below to read our previous versions.