Client Newsletters

Dear Client,

We are always looking for ways to provide you with the best financial information possible. One way we do this is through our newsletter. We like to keep you informed about the many, and ever changing, areas that could possibly impact some part of your financial planning. To better accomodate you, we are pleased to announce that some of our newsletters will now be included in this section on our website for you to reference as often as you need to.

Below is a list of our many of our current and past newsletters. Please take a few moments to review, or revisit, those that might be of help to you based on the letter's content summary. Simply click on the newsletter you would like to view. Note that some information may have changed or already be out of date based upon tax laws being recently altered or other current modifications by the many financial entities we reference in our newsletter from time to time.

As always, we would like your feedback. Please send your thoughts to John at john@johnfiege.com. If you have a financial question that you would like to see answered in our next newsletter, please let us know.

        
Newsletters
  • 2009 3rd Qtr Newsletter
  • 2009 2nd Qtr Newsletter
  • 2009 1st Qtr Newsletter
  • 2008 4th Qtr Newsletter
  • 2008 3rd Qtr Newsletter
    Economy, Dividends, Bonds, International stocks, ETFs, Tax- Mileage Reimbursements, Fire-Proof Safe, Medical Directives for students, Young Adults & Credit, Extended Warranties, Lifetime of appliances, Vacation
  • 2007 4th Qtr Newsletter
  • 2007 3rd Qtr Newsletter
    Fraudulent email, housing market & credit crush, online banking, college savings, Fed rate cut, HEET, Estate planning, survivor guide, oil prices, portfolio building, gift planning
  • 2007 2nd Qtr Newsletter
    Economy & Investments; Financial Planning Assumptions; Consumer Reports Recommendations; New Kiddie Tax
  • 2007 1st Qtr Newsletter
    Savings- College, lost accounts, retirement; Investments- ETFs, Dimensional Funds; Insurance- Disability; Retirement- Safe withdrawal rates, reverse mortgages, customer service, opt out website; Estate Planning - update
  • 2006 4th Qtr Newsletter
    The Housing Market, Medicare Means Testing, Medicare Rates, Pension Protection Act, Energy Tax Breaks, Care Agreements, Bond Basics, Portfolio Risk, Investments
  • 2006 3rd Qtr Newsletter
    Investment Planning, Set up SIMPLE IRA, Retirement Risk Index, Savings = Patriotism?, Federal & State Tax Law Changes
  • 2006 2nd Qtr Newsletter
    Contributing to IRAs, Moving Taxable Funds to Nontaxable Accounts, Rebalancing Portfolios, Estate Planning-Bequests, Taxes (Avoiding an Audit), Insurance on Contractors, Online Banking
  • 2006 1st Qtr Newsletter
    Matching Risk Tolerance to an Optimized Portfolio, Investment Strategy, Disaster Planning
  • 2005 4th Qtr Newsletter
    New Risk Tolerance Survey, Importance of Diversification to Investment Success, Junk Mail & Telemarketing, Record Keeping, Regrets of Recent Retirees, Ron Pearson on Estate Planning, Risk Management (i.e. Insurance) Updates
  • 2005 2nd Qtr Newsletter
    Value of Planning Early, Investment Updates, Preventing Identity Theft, Living Wills
 
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