Skip to main content

Abelse Flurie Wealth Management Group Abelse Flurie Wealth Management Group

  • About Us
  • Our Services
  • Client Resources
  • Contact Us
  • Abeles Flurie Articles
    Newsletter Reimagining Retirement 2019 Midyear Outlook 2019 Capital Market Assumptions
  • Client Login
 

Client Resources

  • Articles
  • Calculators
  • Newsletters

Newsletters

Which are the most tax-advantaged ways to save for kids’ college costs?  Will your income stream last through retirement? Is your investment portfolio aligned with the economic and market outlook?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read an article in its entirety.

Previous Newsletters

September

HOT TOPIC: The Bull Is Back...Will It Keep Charging?

The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?

May

Keeping Cool: Investment Strategy vs. Reaction

This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

Social Security May offer a Lifetime of Protection

This article provides an overview of four times other than retirement when Social Security might affect you or your family.

The Cost of Family Caregiving

A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

April

Looking for Value with P/E Ratios

Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.

Living Benefits Can Help Counter Retirement Risks

Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.

Don’t Let a Disaster Keep the Lights Off Forever

As a small business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?

Setting a Retirement Savings Goal

This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.

Early Retirement and Your Tax-Deferred Savings

Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

March

Three Lessons from Retirees

A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.

Five Red Flags That Raise the Odds of an Audit

Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.

Behavioral Biases That Can Lead to Costly Mistakes

Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).

Classifying Workers: Know the Rules and Risks

This article explores the complex web of federal and state tax and employment laws that determine how businesses must classify workers.

HOT TOPIC: The Coronavirus and the Global Economy

An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.

February

Do Target-Date Funds Hit the Bull’s-Eye for You?

More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.

Retirement Savings: Traditional, Roth, or Both?

How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?

Municipal Bonds

Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.

What Is Cyber Insurance, and Do You Need It?

Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.

Three Generations of Retirement Strategies

Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MS, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

  • Site Map
  • Legal
  • Security
  • Privacy Policy

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX

Important notice: You are leaving the Wells Fargo website

PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.