by Thomas Dettre | Apr 12, 2021 | Monthly Tips
Greetings to all, and happy spring! I hope everyone is enjoying the longer and warmer days. Many of you are likely aware of the recent passage of the $1.9 trillion American Rescue Plan Act, which provides relief funding to individuals and businesses, as well as to a...
by Thomas Dettre | Feb 17, 2021 | Monthly Tips
Social Security is an important, and even vital component of retirement income and retirement planning. However, there are many aspects of Social Security that are often not well understood, and even misunderstood. This month’s edition of Tom’s Tips focuses on myths...
by Thomas Dettre | Jan 5, 2021 | Monthly Tips
The start of a year is a good time to review how we manage different aspects of our finances. Saving and investing to meet major financial goals such as retirement are important elements of financial planning. This month’s edition of Tom’s Tips outlines six keys to...
by Thomas Dettre | Dec 2, 2020 | Monthly Tips
Greetings to all, as we move closer to the end of what has been a challenging year. I hope this email finds you well. An important set of decisions regarding saving for retirement is which type of retirement plan to contribute to, how much to contribute, and whether...
by Thomas Dettre | Dec 8, 2019 | Monthly Tips
Greetings and happy holidays to all! It seems hard to believe that a new year, and decade, are almost upon us. One of the annual rituals this time of year for many is selecting health insurance coverage for the next year, during a period of time referred to as...
by Thomas Dettre | Sep 13, 2019 | Monthly Tips
A data breach is an incident in which private, personal information is exposed, viewed without authorization, or stolen. Data Breaches: Tips for Protecting Your Identity and Your Money Large-scale data breaches are in the news again, but that’s hardly...
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