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    URPG Newsletter Summer 2020

    Featured content in this issue:

    1. How much have you thought about retirement?
    2. Investor Psychology: Behavioral biases that can lead to costly mistakes
    3. Five key benefits of the CARES Act for individuals and businesses
    4. How long should you keep financial records?

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    URPG Newsletter Winter 2019

    Featured content in this issue:

    1. How to give like a billionaire when you don’t have billions to give.
    2. Take this quiz: The Social Security Retirement Earnings Test.
    3. Five times in your life when you might need help with your finances.
    4. How much will health care cost?
    5. What are continuing care retirement communities?

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    URPG Newsletter - Summer 2019

    Featured content in this issue:

    1. Is It Time to Declare Your Financial Independence?
    2. Four Reasons Your Parents Might Be in Financial Trouble
    3. Why Not Do It Now? New Research on Procrastination
    4. Inflation Variation, Eroding Purchasing Power?

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    URPG Newsletter - Spring 2019

    Featured content in this issue:

    1. Famous People Who Failed to Plan Properly
    2. How to Recover from a Mid-Life Financial Crisis
    3. Four Reasons Your Parents Might Be in Financial Trouble
    4. Do I need to get a REAL ID when I renew my license?

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    URPG Newsletter - Winter 2019

    Featured content in this issue:

    1. Hidden Gem: HSAs in Retirement
    2. Key Retirement and Tax Numbers for 2019
    3. Reviewing your Estate Plan
    4. Women: Are you planning for retirement with one hand tied behind your back?
    5. Are my student loans eligible for public service loan forgiveness?

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    10 Things to Consider When Relocating After 50

    Deciding on a new city to call home after 50 can be best approached if you think like an informed consumer. That means doing your research. You are effectively buying an area’s offerings of a new lifestyle, and your new place in life...

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    URPG Newsletter - Fall 2018

    Featured content in this issue:

    1. Down the Donut Hole: The Medicare Coverage Gap
    2. On the Road to Retirement, Beware of These Five Risks
    3. The Year-end Tax Tips for 2018
    4. Can I convert my traditional IRA to a Roth IRA in 2018?
    5. What are the new rules for 401(k) hardship withdrawals?

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    URPG Newsletter - Summer 2018

    Featured content in this issue:

    1. Settling an Estate: Executors Inherit Important Title
    2. Building Confidence in Your Strategy for Retirement
    3. Tax Benefits of Home Ownership After Tax Reform
    4. Can I convert my traditional IRA to a Roth IRA in 2018
    5. How has tax reform affected the generation-skipping transfer-tax

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    URPG Newsletter - Spring 2018

    Featured content in this issue:

    1. Small Payments Can Boost Returns
    2. Quiz: Can You Answer These Social Security Benefit Questions?
    3. Four Points to Consider When Setting a Retirement Income Goal
    4. What Are the Gift and Estate Tax Rules After Tax Reform?
    5. How Does Working Affect Social Security Retirement Benefits?

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    URPG Newsletter - Winter 2018

    Featured content in this issue:

    1. What You Can Do With a Will
    2. Life Is For The Living, and So Is Life Insurance
    3. Don't Delay: the Potential Benefits of Starting to Save Now
    4. Why Is It Important to Factor Inflation Into Retirement Planning? etc.

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