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Recent Newsletter Topics

• One of the Biggest Risks to Your Retirement Plan
• Review of the 4th Quarter of 2018
• MYTH: An Inverted Yield Curve Predicts a Recession
• New Retirement Plan & IRA Limits in 2019
• How does LEFP protect my money when the market goes down?
• End-of-Year Financial Checklist 2018
• How to Buy Happiness
• Southwest Airlines Explanation of Benefits: Non-Qualified Plans
• Health Savings Accounts Explained
• How Are You Feeling About the Current Market Volatility?
• Time for FASFA Forms… We Can Help!