Resources Archive

CrossBridge Wealth Management & Benefits Group provides a number of articles and commentaries on changes to legislation, market and economic conditions, and investing basics.

The Decade in Review - 1.19.10

A Look at Mortgage Term Life Insurance - 1.11.10

Some Financial New Year's Resolutions - 1.4.10

Tax Alert - Plan to Take Advantage of 2010 - 12.21.09

The DCA Way - 12.14.09

Options for Taking Money Out of a Roth - 12.7.09

Year-End Financial Moves to Think About - 11.16.09

Extended Homebuyer Credits and Jobless Benefits - 11.9.09

Are You Prepared to Pay for Long Term Care? - 11.2.09

When Will Interest Rates Rise? - 10.26.09

No SSI Increase for 2010 - 10.19.09

Is America Prepared to Retire? - 10.12.09

Don't Forget These 2009 Tax Breaks - 9.21.09

The I'll Never Need It Insurance - 9.14.09

It's Time to Review Your Life Insurance - 9.8.09

Is the Real Estate Downturn Done? - 8.31.09

Corporate Profits Improve - 8.24.09

Clearing up the Health Care Debate - 8.17.09

Recession, Depression, Inflation, and Deflation - 8.3.09

Common Financial Mistakes - 8.3.09

America Delays Retirement - 8.3.09

Cash for Clunkers - 7.28.09

China, Japan, and Our Debt - 7.13.09

Coping with a Layoff - 7.6.09

Health Care Reform - 7.6.09

Yields, Rates, and the Rally - 6.15.09

GM Files for Bankruptcy - 6.3.09

Credit Cards:  The New Rules - 5.26.09

Inheriting and IRA - 5.26.09

Results of the Stress Tests - 5.14.09

Taxes in the Time of Obama - 5.4.09

The Stress Tests - 4.27.09

When Might the Recession End - 4.20.09

Common Financial Mistakes - 4.6.09

Monthly Economic Update - April 2009

The PPIP - 3.30.09

How the Dollar Affects the Economy - 3.23.09

The Right Beneficiary - 3.9.09

Obama's Stimulus Plan - 2.18.09 

Layoffs, 401(k) Freezes, and 401(k) Rollovers - 2.18.09 

21 Things About 2009 Tax Laws - 2.10.09

The Aggregator Bank - 2.3.09

TARP's Past, Present, & Future - 1.27.09

Obama's Cabinet - 1.27.09

New Flexibility for 529 Plans - 1.19.09

Changes to RMDs in 2009 - 1.16.09

Diversification Isn't Just About Market Risk - 1.12.09

What Will 2009 Bring? - 1.6.09

2008 in Review - 1.5.09

GM and Chrysler Get Billions - 12.23.08

Presidential Elections and Stocks - 11.12.08