David's Newsletters

Issue 8, October 2018 - click here to view PDF
Lead Article: What to do if Your Term Life Policy is About to Expire

Issue 7, August 2018 - click here to view PDF
Lead Article: Have You Made Any of These Financial Mistakes?

Issue 6, June 2018 - click here to view PDF
Lead Article: Mid-Year Planning, Tax Changes

Issue 5, April 2018 - click here to view PDF
Lead Article: Government Report Details Household Finances

Issue 4, February 2018 - click here to view PDF
Lead Article: How Much Risk Can You Take?
Tax Cuts and Jobs Act Fact Sheet - click here to view PDF
2017/2018 Tax Update Fact Sheet - click here to view PDF

Issue 3, December 2017 - click here to view PDF
Lead Article: Non-Profit Board Membership: A Primer

Issue 2, September 2017 - click here to view PDF
Lead Article: For Women, a Pay Gap Could Lead to a Retirement Gap

Issue 1, August 2017 - click here to view PDF
Lead Article: Four Numbers You Need to Know Now