Client Newsletters
Welcome to the archive of the newsletters created for our clients, friends, and industry partners. As your financial advisors, we take great pride in keeping you up to date with the most relevant financial news and information.
We hope you enjoy them. Thanks for making the journey with us!
Client Newsletters
2024
- February 2024 Topics
- A Five-Point Plan for Financial Success
- How to Find an Old 401(k) Account
- Twelve Habits to Get You to Financial Freedom
- March 2024 Topics
- Common Misconceptions About ETFs
- When Should You Adjust Your W-4 Withholdings?
- Are Online Banks Safe?
- May 2024 Topics
- Do You Have Too Much Debt?
- Your Property Tax Assessment: What Does It Mean?
- 144 Million Medical Records Hacked
- June 2024 Topics
- 50 Best Summer Budgeting Tips for Families
- 4 Common Airline Fees — And How to Avoid Them
- Work From Home Jobs Are in Demand and Often Pay More
- August 2024 Topics
- 2024 Medicare Open Enrollment Period Offers Chance To Stay Ahead Of Costly Part D Changes
- How Safe Is Venmo, and Is It Free?
- Fifteen Websites You’ll Wish You Knew About Sooner
- September 2024 Topics
- The Psychology Behind Starting Social Security at 62
- Final IRS Regulations: Important News on RMDs and Beneficiaries
- How to Reach Financial Freedom: 12 Habits to Get You There
- November 2024 Topics
- What’s Really Going to Happen When Social Security Runs Out of Money
- Tech Smart: Put All Your Medical Records On Your Phone
- As 3G Rides Off into the Sunset, What Cars Are Affected?
2023
- February 2023 Topics
- Mobile Wallet: Definition, How It Works, Vs. Digital Wallets
- Organize All Your Health Records With This Built-in Smartphone Feature
- Ten Useful Siri Shortcuts for Business Professionals
- March 2023 Topics
- Secure 2.0 Holds Lots of Benefits for Clients
- Guide to Payment Types, With Pros and Cons for Each
- Best Ways to Use Your 401(k) Without a Penalty
- May 2023 Topics
- High Deductible Medicare Plan G
- Eleven Considerations for Seniors Before You Travel
- Warning: Check Fraud Is Rising
- June 2023 Announcement
- Important announcement regarding your TD Ameritrade Institutional Accounts
- August 2023 Topics
- See a Random Thumb Drive? Be Wary!
- Should Children Inherit Equal Wealth?
- How To Find Out If You're Owed Unclaimed Money
- How Will Debt Settlement Affect My Credit Score?
- September 2023 Topics
- How Cyberstalkers Could Access Your iPhone Using the Windows Phone Link App
- Get a Copy of Your or a Loved One’s Military Records
- Top Hidden Dangers of Your Smart Home (and How to Stay Safe)
- November 2023 Topics
- Eight Tips To Help You Control Holiday Spending
- What Makes Harrisburg, PA, the Best Place to Retire
- What Is Smishing?
- December 2023 Topics
- Financial New Year's Resolutions You Can Keep
- Tax Prep Checklist: What to Gather Before Filing
- How to Put Together Your Legacy Drawer
2022
- February 2022 Topics
- Set Up Your Financial Accounts Like You’re Going To Be Hacked
- Twelve Ways to Lower Your Homeowner's Insurance Costs
- Seven Ways Someone Can Hack Your Phone
- March 2022 Topics
- Things You Can Get For Free
- Skip The Credit Card And Pay Online With One Of These 5 Safer Options
- Overdraft Protection: Pros and Cons
- May 2022 Topics
- Retirement Costs You May Not Have Thought Of
- Now You Can Save More for Retirement: 2022 Contribution Limits
- Seven Ways Tech Can Solve Life’s Little Annoyances
- June 2022 Topics
- Annuity Illustrations Are Coming Soon To Your 401(k) Statement
- Ten Ways You’re Trying To Save Money Might Actually Be Costing You More
- Seven Things To Never Search For On Google
- August 2022 Topics
- Nursing Homes Are Suing Friends and Family to Collect on Patients' Bills
- Affordable Care Act or Medicare?
- How to Scrub Yourself from the Internet
- September 2022 Topics
- Seven Ways to Recession-Proof Your Life
- How Do You Value Your Time?
- How Many Credit Cards Should You Have?
- November 2022 Topics
- Unprecedented 401(k) Boost For 2023
- What Makes Lancaster the Best Place to Retire?
- Six Black Friday Scams and How to Avoid Them
- December 2022 Topics
- Electric Vehicle Tax Credits: What You Need to Know
- Tapping into the "Family Bank"
- How to Calculate Early Withdrawal Penalties on a 401(k) Account
2021
- February 2021 Topics
- The Dangers of Taking Out a Direct PLUS Loan
- Five Health Tests You Can Take Online
- Credit Card Limit Increase or Open a New Account?
- March 2021 Topics
- Are Medicare Advantage Plans Bad?
- The Push To Require Financial Literacy
- Losing An Inheritance Is Easy, Because Saying No Is Hard
- May 2021 Topics
- Moving With Medicare
- How to Plan Your Travel Rewards Card Strategy
- 12 Top Sources of Nontaxable Income
- June 2021 Topics
- Why Medicare Part D Will Drive You Nuts
- The Best States For Retirees
- Five Articles To Refresh Your Financial Literacy
- August 2021 Topics
- Twelve Ways To Lower Your Monthly Internet, Cable And Streaming Bills
- What Is the Cheapest Time to Book a Flight?
- Guide To Emergency-Proofing Your Finances
- September 2021 Topics
- Aggregating RMDS – What Is (And What Is Not) Allowed
- Eight New Amazon Tricks To Save You Some Cash
- Lifelong Exercise Adds Up To Big Health Care Savings
- November 2021 Topics
- What To Know Before A Hospital Visit
- Are Your Retirement Accounts Protected From Creditors?
- Is That Email Really A Clever Phishing Scam?
- December 2021 Topics
- The National Debt Explained
- Twelve Home Renovations That Will Decrease The Value Of Your Home
- How Inflation Affects Your Cost of Living
2020
- February 2020 Topics
- Market Downturns
- SECURE Act Makes Major Changes In IRA Rules
- Ten Promising Job Prospects For 2020
- Special Coronavirus Edition
- A special edition of our regular newsletter to address the coronavirus pandemic
- May 2020 Topics
- World's Cheapest And Safest Retirement Countries
- Five Things You Need To Be Pre-approved For A Mortgage
- When (And When Not) To Refinance Your Mortgage
- June 2020 Topics
- Dow Jones Industrial Average vs. S&P 500: Knowing The Difference
- Five Ways To Control Emotional Spending
- Understanding Credit Card Balance Transfers
- August 2020 Topics
- What Is Your Ideal 401(k) Contribution?
- What Is Your Money Personality Type?
- The Safe Way To Cancel A Credit Card
- September 2020 Topics
- Hospital Observation And Medicare - Inpatient vs. Outpatient
- Surprising Facts About Retirement
- How Spousal Benefits Are Calculated By Social Security
- November 2020 Topics
- Drug Discount Programs vs. Medicare Part D
- Reasons To Think Twice About A 72(t) Payment Plan
- You Should Pay Off These Types Of Debts First
- December 2020 Topics
- 2021 Tax Brackets And Other Tax Changes
- Retirement Uses For Your Health Savings Account (HSA)
- A Story Of Stolen Credit Card Information
2019
- February 2019 Topics
- Qualified Charitable Distributions
- Property Taxes (And How To Lower Them)
- What Medicare Covers While Traveling
- March 2019 Topics
- Reverse Mortgages
- Freezing Your Credit File
- Four Unusual Ways To Boost Social Security Benefits
- May 2019 Topics
- Free Credit Scores From Credit Karma
- What Happens If You Don't Pay Your Student Loans?
- Credit, Debit And Charge Cards
- June 2019 Topics
- Safe Deposit Boxes: Store This, Not That
- Tips And Ideas For Cutting Car Insurance Costs
- Mortgage Interest Rates
- August 2019 Topics
- Seven Ways To Recession-Proof Your Life
- How A Home-Equity Line Of Credit (HELOC) Can Hurt You
- Should You Lease Or Buy Your Next Car?
- September 2019 Topics
- Ignore The Financial Media
- How To Plan For Medical Expenses In Retirement
- Beware, The IRS Is Eyeing Your Inherited Money
- November 2019 Topics
- Six Surprising Facts About Retirement
- The Six Worst Student Loan Mistakes You Can Make
- Safe And Liquid Investment Options For Your Emergency Fund
- December 2019 Topics
- How Long Will I Live?
- Six Ways To Cut The Cost Of Your Car Loan
- Four Important Steps For Choosing Dental Insurance
2018
- 1st Quarter 2018 Topics
- Stout Bowman News - Golf Outing
- Market News - Market Volatility
- Need To Know - Social Security
- Financial Planning - Retirement Health Care Costs
- April 2018 Topics
- Financial security before you're 30
- What To Expect From the Markets in Q2
- Charity Golf Event
- Homebuyer's Guide
- Risks of Do-It-Yourself Planning
- May 2018 Topics
- Best Personal Finance Apps
- Charity Golf Event
- Do you have a Super-IRA?
- Words of Wisdom Courtesy of Joseph Heller
- June 2018 Topics
- Guarding Your Social Security Number
- How Working Affects Your SS Benefits
- HELOC and Second Mortgage Loophole
- August 2018 Topics
- Medicare Advantage Plans
- Risky Airports For Using Your Phone
- New Tax Form For Seniors
- September 2018 Topics
- Letter of Intent Will
- Withdrawal of Retirement Assets
- IRS Tax Settlement Firms
- November 2018 Topics
- Beginner Estate Planning
- Millennials Are Risk Averse And Hoarding Cash
- The Top 5 Financial Mistakes Millenials Make
- December 2018 Topics
- Social Security Changes in 2019
- Average Retirement Savings By Age
- Estate Planning Must-Haves
Located near Harrisburg in Central Pennsylvania 
Serving clients in Shippensburg, Carlisle, Camp Hill, Palmyra, Hershey, Lancaster and other cities and states
555 Gettysburg Pike Suite C-100, Mechanicsburg, PA 17055
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Good Stuff On Our Website
Stout Bowman regularly posts important and interesting information on our blog. Current topics include credit/debit/loans, estate planning, insurance, investing, Medicare, retirement, Social Security and taxes, as well as general information that we think you might find of interest. You can browse our blog by topic here.
Stout Bowman regularly posts important and interesting information on our blog. Current topics include credit/debit/loans, estate planning, insurance, investing, Medicare, retirement, Social Security and taxes, as well as general information that we think you might find of interest. We have been publishing an email newsletter for our clients and friends since 2016. Links to all of the newsletters can be found on our newsletter page, with the most recent listed first. We try to keep our emails short, so there are typically only three articles in each one, most of which link to other articles in the financial and mainstream press. Take a look at our newsletter archive page.
We have been publishing an email newsletter for our clients and friends since 2016. Links to all of the newsletters can be found on our newsletter page, with the most recent listed first. We try to keep our emails short, so there are typically only three articles in each one, most of which link to other articles in the financial and mainstream press. We also have a page on our site for the latest news about our company, notice of any upcoming events, and a market commentary to discuss what our advisors and other financial industry experts conclude about the previous investment performance and what we might expect the markets and the economy will do in the coming months. News and that market commentary can be found here.
We also have a page on our site for the latest news about our company, notice of any upcoming events, and a market commentary to discuss what our advisors and other financial industry experts conclude about the previous investment performance and what we might expect the markets and the economy will do in the coming months.