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Making Cents Archive

MakingCents Archive

Read Previous Editions of Our Quarterly Newsletter

MakingCents, our quarterly newsletter is produced in-house and features articles on your finances, health, well-being, and more. This archive provides access to previous editions of the newsletter, enabling you to revisit past content.

2026

Making Cents Quarterly Newsletter - 2026, Quarter 2

In this edition:

  • Market Overview
  • Saving for Your Child's Future: Comparing Trump Accounts, 529 Plans, and UTMA Accounts
  • Social Security Headlines Are Coming. Your Retirement Plan Should Be Ready
  • What Estate Planning Really Is: An Essential Review
  • What Most People Don't Think About When Choosing a Financial Advisor
  • Personal Notes & Updates

Read More

Making Cents Quarterly Newsletter - 2026, Quarter 1

In this edition:

  • Market Overview
  • Kevin Warsh Is Committed To Rein In FED
  • Retiring Early: How To Handle Health Insurance Until You Are Eligible For Medicare
  • Personal Notes & Updates

Read More

2025

Making Cents Quarterly Newsletter - 2025, Quarter 4

In this edition:

  • Market Overview
  • Creating a Legacy of Change Through Charitable Giving
  • "One Big Beautiful Bill":Which Provisions May Impact You
  • Personal Notes & Updates

Read More

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