Newsletters and Reviews of Personal Finance Books

     As a service to our clients and prospective clients, we offer newsletters focusing on financial topics of interest and reviews of personal finance books.  

     We review these books to assist others in deciding whether to read them.  We offer this service free of charge to any and all clients and prospective clients. 

Our Reviews

An ongoing series of book review entries

Review of 'The One Week Budget' by Tiffany Aliche

March 16, 2019

We reviewed 'The One Week Budget' by Tiffany Aliche.  Read our thoughts on how you can "learn to create your money management system in 7 days or less" . . . 

Quarterly Newsletters

Quarterly newsletters addressing financial topics of current interest.

January-March 2020 Newsletter

Coping with Market Volatility

March 21, 2020

We discuss "Coping with Stock Market Volatility", offering our insights into how a long-term investor might respond to extreme market volatility in our first issue. . . 

April-June 2020 Newsletter

Home Sale Gain Exclusion 

June 12, 2020

We explain the "Home Sale Gain Exclusion" of the tax code to help you understand when long-term gains on home sales can be excluded from taxation, and the special exemptions available to Foreign Service Officers . . .

July-September 2020 Newsletter

Secure Act Changes to Retirement Savings Accounts 

July 27, 2020

We describe the major changes to retirement savings accounts under the Secure Act, including the extension from 70 1/2 to 72, the age at which you are required to take mandatory distributions from your retirement savings accounts . . .

October-December 2020 Newsletter

Your Home as Nest Egg for Retirement 

December 15, 2020

The COVID-19 pandemic was expected to hurt real estate market.  instead, urban flight and historically low mortgage rates have spurred demand for suburban housing in major metropolitan areas.  We explore whether you should you plan to use your home as a nest egg for retirement . . .

January-March, 2021 Newsletter

Coronavirus Pandemic - Financial Lessons Learned

March 22, 2021

COVID-19 emerged from China in December 2019 and quickly spread across the world, disrupting our economy and changing our  lives.  We discuss financial lessons learned. . .

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