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Newsletters & Brochures

Newsletters

  • Patience...A year end memo for my OMEGA clients
  • Nearing Retirement - Time to Get Focused
  • Projecting a Happy Retirement
  • Retirement Plans for Small Businesses
  • Transferring Your Family Business
  • Understanding Your Credit Report
  • 10 Years and Counting
  • Pause, or Precipice
    Stirred, Not Shaken (Sorry Mr. Bond)
  • The Human Perception of Risk, Reward, and Survival
  • John Coombs Bio & Presentation
  • Market Reset - It is About Time Because it Has Been a Long Time

Oppenheimer Brochures

  • Estate Planning with Annuities, IRAs and Qualified Plan Assets
  • 2018 Oppenheimer Fast Facts
  • 2018 About the "Backdoor Roth IRA"
  • 2018 11 Steps to Smart Retirement Saving
  • 2018 Qualified Plan Contribution Limits
  • Tax Free Roth Conversions of 401k Plan Accounts
  • 2018 Traditional and Roth IRA Contribution Limits
  • 2018 - Is It Time for Your Annual Plan Check-Up?
  • Employee Stock Option Financing
  • Oppenheimer Asset Management Overview
  • Roth IRAs and Conversions
  • An Overview of Social Security for Retirees
  • Social Security Benefits Eligibility
  • 2017 Traditional and Roth IRA Contribution Limits
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