Dec 10th Annual Holiday Party | Decipher | End-of-Year Financial Reminders | Protecting Credit While Holiday Shopping | Caregiving Issues | New Fed Chair Jerome Powell
On-The-Rise-in-2018 | Social-Security-Checks | IRA-Contribution-Limits
August Events - Welcome new team members - Treece Financial Group Referrals of the Month - Updates on the markets and risk concerns ... click here to read more
The Markets - Retirement Income and Retiree Worries - Treece Financial Group Referral of the Month - Are you on Social Media? ... click here to read more
Introducing Robert Wroblewski - The Markets, Economy, and Political Environment - Doctor Locator and Background Information - We're on the Web ... click here to read more
Happy Holidays! - Presidential Election - Treece Financial Group Recent Events - Finding a Lost Retirement Plan ... click here to read more
Upcoming Events - Social Security Cost of Living Increase for 2017 - Life Income Disclosure Act - Plan Ahead for Long Term Care - Life Alert ... click here to read more
Upcoming Financial Planning Seminars - Free and Open to the Public - Save the date: Annual Holiday Party Sunday December 4th, from 4 PM to... - Three Key Choices Couples face about Retirement benefits - A Key medicare?Social security Question Answered - Referral: Andrea Larsen, Licensed Nutritional Consultant ... click here to read more
Some Good Economic News - This is the One Key Factor for a Happy Retirement - Student Loans: Cracking Down on Abuses - Digital Assets---Your Online "YOU" ... click here to read more
College Planning - Reverse Mortgages - Long-term Care Alternatives, now even for HOV+ people in Florida ... click here to read more
Save the date:upcoming Master class on IRA and Social Security Planning - College Planning Workshops - Videos - A favor to ask: please let us know who your CPA is - A tough topic Long-term care insurance (LTC) - Fixed income: Municipal and Corporate bonds - Successful retirees share their financial secrets ...click here to read more
Upcoming classes at Brockway Library - Rest of the Year Forecast - Better Business Bureau Travel Scam Alert Targeting Seniors - Media Coverage of Financial Topics - Useful Financial Websites - Recommendation ... click here to read more
Market Commentary - Retirement Income Analysis - Aging and Eldercare Resources - On a fun note... click here to read more
Market Commentary - Scam Alert from AARP Regarding Social Security - Useful Websites to Know About - Guide for Boomers in Having Important Conversations with Aging Parents - Social Media...click here to read more
Workshop: Mastering The Challenges of The New year - Ket Tax Figures for 2016 - Social Security Claiming Strategy Changes for 2016 ... click here to read more
A Thanksgiving message from A. Powell Davies - Annual Holiday Party coming up - Life Expectancy Tool - Leaving Money to Heirs - Economic Update ...click here to read more
Photos of our IRA Workshops - No change in retirement plan contribution limits for 2016 - How to keep the IRS waiting and make your money last a lifetime - Jim Kramer's famous stock-picking - The Importance of keeping estate documents updated - Economic update... click here to read more
Economic Update - IRA Workshops - Hollywood Jaycees event - Fraud Prevention: Computer repair - AARP Report on “Phone Numbers That Can Cost You" ... click here to read more
Upcoming events - Social Security for 2016 - Client story and referral recommendation: SERVPRO - Pet project for pets - Download Treece Financial Group app for Apple or Android devices... click here to read more
Website Update - Current Market Update - IRS Tax Identity Theft for Florida Residents - Retirement Loopholes that Might Eventually be Closed ... click here to read more
Introducing new staff member Robert Wroblewski - New Website - On a personal note... click here to read more
Recommendations – Stolen Usernames and Passwords - 10 Steps to Achieve Your Retirement Goals- 5 Ways Couples Can Map Out Their Dream - Retirement Plans Together -Are interest rates finally going to rise? - The Little Black Book of Scams ...click here to read more.
A step closer to fixing a serious 401K flaw – Social security taxation : Get out your calculators : Social Security tax rules are a mind-bender – How much longer might you live? Think again ...click here to read more.
5 ways to reduce Financial Stress in Retirement - How to protect your finances from cyber hackers - Understanding Medicare Enrollment Periods - Emerald Elite Senior Home Care ...click here to read more.
Social Security: “Social Security to resume mailing paper statement to some workers”; “Social Security at 62: Let’s run the numbers” - Finances and the aging brain – Emergency Document Retrieval: “The documents you need, when you need them” – Some referrals. ...click here to read more.
Protecting Yourself from Identity Theft: You can protect your credit by freezing it – Institutional Money Managers – Safe Withdrawal Rates for Retirement Accounts : Say Goodbye to the 4% Rule – Veteran’s benefits ...click here to read more.
Retirees and The Affordable Care Act ( Obamacare) : Retirees, here is how health care law affects you - How Medicare Covers Alzheimer’s Disease - Wilshire Market Commentary January 2014 – Tax Time Help ...click here to read more.
To view our older Newsletters, click here to read more.