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...]

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...]

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...]

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...]

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...]

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...]