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You are here: Home / Archives for Newsletter

July 2020 Newsletter

Erb Financial Taxes * Planning * Investments     Foreign Tourists More than 79 million foreign tourists visited the United States in 2019; these countries were the top sources of visitors from overseas. Tapping Retirement Savings During a Financial Crisis The Coronavirus Aid, Relief, and Economic Security Act includes provisions that temporarily augment the circumstances when retirement savers can access their money during a … [Read more...]

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June 2020 Newsletter

Erb Financial Taxes * Planning * Investments     Student Debt: It's Not Just for Young Adults Recent college graduates aren't the only ones carrying student loan debt. A significant number of older Americans have student debt, too. Mid-Year Is a Good Time to Fine-Tune Your Finances The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving … [Read more...]

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Newsletter – December 2017

Open/Read Newsletter (PDF document) Topics in this Newsletter: Questions to Ask Before Buying That Thing You've Always Wanted Demographic Dilemma: Is America's Aging Population Slowing Down the Economy? It's Time for Baby Boomer RMDs! What can I learn from looking back on my financial situation in 2017? … [Read more...]

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Newsletter – November 2017

Open/Read Newsletter Topics in this Newsletter: What You Can Do with a Will Managing Debt While Saving for Retirement Five Myths About Group Disability Insurance How much money should a family borrow for college? … [Read more...]

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Newsletter – October 2017

Open/Read Newsletter Topics in this Newsletter: Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk Managing Debt While Saving for Retirement Examining the Taxpaying Population: Where Do You Fit In? Is the Social Security Administration still mailing Social Security Statements? … [Read more...]

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Newsletter – September 2017

Open/Read Newsletter Topics in this Newsletter: For Women, a Pay Gap Could Lead to a Retirement Gap Life Is for the Living, and So Is Life Insurance Medicare and Your Employer Health Plan How do economists measure inflation, and why does it matter to investors? … [Read more...]

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Newsletter – August 2017

Open/Read Newsletter Topics in this Newsletter: Working in Retirement: What You Need to Know Test Your Investing IQ Kickstart Your College Fund with a 529 Plan How do the economic milestones of young adults today compare with prior generations? … [Read more...]

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Copyright 2019 - ERB FINANCIAL is an independent contractor who offers securities and advisory services through Excel Securities & Associates, Inc., 200 Canal Park Blvd, Rochester, NY 14623, 585-424-1234 • Excel Securities & Associates, Inc. and Erb Financial are separate entities; There is no common ownership between the two. Excel Securities & Associates, Inc. is a Member of [FINRA] and [SIPC]
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  • About
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    • Our Company
    • Our Team
  • Tax
    Services
  • Investment
    Services
  • Resources
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    • Helpful Links & Websites
    • Financial Calculators
    • Tax Topics
    • Tax Preparation Checklist
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