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.
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.
May
HOT TOPIC: Tariffs Drive Market Volatility
ETFs Are Closing the Gap with Mutual Funds
Debt After Death: What Happens to Debt When Someone Dies?
Playing Fair: New Consumer Protections for Airline Passengers
QLACs: Your Retirement Accounts Can Act Like Pensions
Concerned About Cyberattacks? The Threat Is Real
April
HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
Are You Missing the Bull’s-Eye with a Target-Date Fund?
Breaking Down the Numbers: The Soaring U.S. National Debt
Cancer Happens: Insurance Can Help Fortify Your Finances
Traditional or Roth Contributions? Think It Through for Future You
The Four-Day Workweek: Is It Destiny or a Distant Dream?
March
HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
Key Retirement and Tax Numbers for 2025
Accounts for Two: A Team Approach to Retirement Savings
Phased Retirement Can Help Smooth the Transition
Could There Be a Shift from Growth to Value?
Read a Good Beige Book Lately?
February
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
Three Market-Moving Economic Indicators to Watch
Financial Safety Nets: Exploring Available Sources of Emergency Funds
What’s New for 2025?
Indexed Annuities: Potential for Growth with Some Downside Protection
Is Tip Fatigue Wearing You Out?
December
HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025
Charitable Gifts of Life Insurance
Year-End 2024 Tax Tips
Eight Ideas for Smarter Holiday Shopping
An Umbrella Policy Offers Extra Liability Coverage
Two Tax-Friendly Retirement Plans for the Self-Employed
November
HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
Treasury Yields Off 17-Year Highs
If You Don’t Have a Will Yet, Why Not?
FAFSA for 2025-2026 School Year Opens December 1
Do You Know Your Medicare Coverage Options?
Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
October
HOT TOPIC: The Fed Finally Cut Interest Rates
Can You Put the Brakes on Rising Auto Insurance Premiums?
Do You Have Enough Life Insurance?
Making the Most of Your Credit Card
A Pension Strategy That May Boost Your Income
What’s Your Real Return?
September
HOT TOPIC: Should You Worry About Market Volatility?
It’s Complicated: Inheriting IRAs and Retirement Plans
Retroactive Social Security Benefits: A Chance to Turn Back Time
Eight Great Investing Quotes
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
Just Your Average Millionaire
August
HOT TOPIC: Real Estate Commission Changes Around the Corner
Watch for These Hazards on the Road to Retirement
Mixing It Up: Asset Allocation and Diversification
After the Loss of a Loved One, Watch Out for Scams
Consumer Sentiment: Do Americans See Brighter Days Ahead?
Equity REITs: Is There Room for Real Estate in Your Portfolio?
July
HOT TOPIC: The Economic Impact of an Aging World
Should You Buy or Lease Your Next Vehicle?
Birthday Benefits Quiz
The IRS Wants More Info About Your Gig Income
Can Home Improvements Lower Your Tax Bill? It Depends
Saving for College: 529 Plan vs. Roth IRA
June
HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
Do You Need to Adjust Your Tax Withholding?
Insurance Gaps May Pose Risks for High-Net-Worth Households
The United States Is Older Than Ever Before
Are You Spending Money to Keep Stuff You Don’t Need?
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