Below is a collection of past and present newsletter and associated articles. Use this as a resource for yourself as well as friends and colleagues.

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eNewsletter Archives:

Articles	Issue
All in the "Blended" Family | Client Focus | Managing Your Records | Take Care of Your 401(k) When Changing Jobs| Wealth Management 101	2nd Quarter 2008
Rules to Sell By | Client Focus | Home Sweet Vacation Home | Don't Count On It | Wealth Management 101	1st Quarter 2008
Attention: Directors & Officers | Client Focus | Thinking of Relocating? | Installment Sales | Wealth Management 101	4th Quarter 2007
Casting a Safety Net | Client Focus | The Best Gift You’ll Never Receive | Stay Ahead Financially | Wealth Management 101	3rd Quarter 2007
A good deal gets better! | Ohio Gasket & Shim | Charitable donations directly from an IRA | Let an ILIT guide you through estate tax uncertainty | Keep your portfolio in line	2nd Quarter 2007
Protecting your home from natural disasters | Pease & Associates Inc. | Understanding IRA Distribution Rules | How “kiddie” tax changes may affect college planning | Time for a Financial Checkup	1st Quarter 2007
State Inheritance Taxes | Halloween Safety Tips | Umbrella policies can mean extra protection | Minimize the Social Security tax burden without minimizing benefits | Financial advice for recent grads and other young adults	4th Quarter 2006
Talking finances with your aging parents | Client Focus - Knoch Corporation | How safe are your retirement savings? | The best methods of gifting assets to minor children | When — and when not — to pay down your mortgage	3rd Quarter 2006
A cushion from life's jolts | Client Focus - Kaff Systems | Deciphering the language of trusts | Simple steps for organizing important documents | You can borrow from your 401(k), but should you?	2nd Quarter 2006
Protect yourself from identity theft | Client Focus: Climaco Law Firm | Planning for retirement when it’s just around the corner | New protection for IRA assets | Like-kind exchanges: A powerful tax-deferment tool	1st Quarter 2006
Venture abroad with International Stocks  | Client Focus | Should a trust be the beneficiary of your retirement plan? | Is a Roth IRAs right for you? | Wealth Management 101	4th Quarter 2005
Make A Distribution Plan  | Client Focus | Types of Trusts | Special Children | Wealth Management 101	3rd Quarter 2005
Life Insurance | Client Focus | Solo 401(k)s | Restricted Stock | Wealth Management 101	2nd Quarter 2005
Asset Allocation | Client Focus | AMT Liability | College Funding | Wealth Management 101	1st Quarter 2005
Sandwich Generation | Client Focus | Interest Expense Deductions | Transferring a Family Business | Wealth Management 101 - ILITs, Beware of Income Tax Pitfalls	4th Quarter 2004
Capital Gains - Cashing it in | Client Focus | Key-Person Life Insurance | The un-unified credit | Wealth Management 101	3rd Quarter 2004
Death and State Taxes Less Certain | Client Focus | Why Disability Insurance? | 529 College Savings Plans | Wealth Management 101 - Cafeteria Plans	2nd Quarter 2004
Generosity | Client Focus | Now or later? | Nobody is Immune To Lawsuits | Wealth Management 101 Risk Tolerance	1st Quarter 2004
Gifting Appreciated Assets? - Client Focus - Buy-Sell Agreements - Early Retirement Plan Withdrawal Dangers	4th Quarter 2003
A Beneficiary Controlled Trust | Client Focus | Enjoy Tax Savings While Funding an Education | Life (Insurance) Goes On | Business Interruption	3rd Quarter 2003
The Market and Military Conflicts | Client Focus | Tax Advantaged Retirement Plans Today | Pass Down Your Wealth Responsibly | Property and Casualty Insurance	2nd Quarter 2003
Successful Home Refinancing | Client Focus | Will Your Assets Reach The Desired Destination? | The Private Foundation | Asset Allocation	1st Quarter 2003