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  1. Home
  2. Archived Newsletters

Archived Newsletters

2021 Newsletters

December 2021 Newsletter
Christmas Shopping Lessons for Investors

November 2021 Newsletter
Your 2021 Year-End Planning Checklist

October 2021 Newsletter
Protecting Your Financial Information Online

September 2021 Newsletter
529 Savings Plans: For Education Expenses and Estate Planning?

August 2021 Newsletter
Inheritance Planning Can Help Avoid Headaches

July 2021 Newsletter
Picking the Right Golf Partner is Not Easy

June 2021 Newsletter
Maintaining the Investment You Made in Your Home

May 2021 Newsletter
5 Investment Considerations for Small Business Owners

April 2021 Newsletter
Plan Your Finances as You Would Your Exercise

March 2021 Newsletter
March Madness, Cinderella & Your Portfolio

February 2021 Newsletter
IRA vs. 401(k): What Savers Should Know

January 2021 Newsletter
Three Things You'll Wish You'd Known Before Retirement

2019 & 2020 Newsletters

December 2020 Newsletter
Paying for College in the Era of Covid-19

November 2020 Newsletter
Thinking of Converting your Traditional IRA to a Roth?

October 2019 Newsletter
Lowering Your Tax Bill with an HSA: Today and in Retirement.

September 2019 Newsletter
How Much Social Security Can You Expect?

August 2019 Newsletter
Ten Investing Mistakes to Avoid

July 2019 Newsletter
Should You Convert: to a Roth IRA

June 2019 Newsletter
Bearing the Burden of Student Loan Debt

May 2019 Newsletter
Should You Trust Your Estate Plan?

April 2019 Newsletter
College Costs Continue to Rise -- Underscoring the Need to Plan Ahead

February 2019 Newsletter
Simple Steps to Protect Yourself from Identity Theft

January 2019 Newsletter
Fund Fees: Going, Going, Gone?

2018 Newsletters

September 2018 Newsletter
Understanding and Improving Your Credit Score

August 2018 Newsletter
Generating Retirement Income with Ladders and Barbells

July 2018 Newsletter
And Baby Makes Three

June 2018 Newsletter
Think You Can Time the Market? Think Again.

May 2018 Newsletter
Inflation on the Rise? Consider TIPS

April 2018 Newsletter
2018 529 Plan Changes

March 2018 Newsletter
Thinking of Retiring Early? Mind the Gap!

January 2018 Newsletter
Sizing Up Stocks: All About Market Caps

2017 Newsletters

December 2017 Newsletter
Year-End Planning: Investment Decisions to Make Before the Year Is Over

October 2017 Newsletter
Your Financial Life: A Month-by-Month Guide

September 2017 Newsletter
Add Housing Decisions to Your List of Retirement Priorities

August 2017 Newsletter
The Potential Benefits of Working with a Financial Advisor

July 2017 Newsletter
Company stock in you 401(k)? What Retirement Investors Need to Know

June 2017 Newsletter
Estate Planning and Retirement Assets: What You Need to Know

May 2017 Newsletter
Comparing Apples to Apples: Understanding Common Market Benchmarks

April 2017 Newsletter
Countdown to Retirement: Take Control of Your Assets

March 2017 Newsletter
Your Piece of the American Dream: Buying a First Home

February 2017 Newsletter
Everything You Need to Know About a Will, but Haven't Thought to Ask

January 2017 Newsletter
Take the Emotion Out of Investing with Dollar-Cost Averaging

2016 Newsletters

November 2016 Newsletter
A Brave New World: 21st Century Retirement

October 2016 Newsletter
Skin in the Game: Getting Kids Involved in College Planning

September 2016 Newsletter
Keep the Role of Social Security in Perspective

August 2016 Newsletter
Trust Beneficiaries: Be Informed About the Basics

July 2016 Newsletter
Investment Math 101: Calculating Your Own Performance

June 2016 Newsletter
Doing Your Homework:What You Need to Know About Home Mortgages

May 2016 Newsletter 
Understanding Health Savings Accounts (HSAs)

April 2016 Newsletter 
Make a Plan for Withdrawing Retirement Assets

March 2016 Newsletter
It's 2016: Do You Know Who Your Beneficiaries Are?

Contact Us

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We would love the opportunity to become your trusted advisor.

Phone: (516) 746-9000
Fax: (516) 746-0300
Email: flynn.zito@lpl.com

 

585 Stewart Avenue, Suite 620
Garden City, NY
11530 United States

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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management.

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