Hi Neighbor, I'm David A. Iobst, CFP®

Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

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 the article in its entirety.

September

Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

January

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

January

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

September

Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

September

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

September

Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

September

Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

January

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

September

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

January

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

January

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

January

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.