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.
January
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The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
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This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
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Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
December
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Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
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The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
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IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
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Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
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This article discusses the most common and costly types of scams, and how would-be victims can spot them.
November
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This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
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Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
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Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
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Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
October
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This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
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Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
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Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
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This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
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The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
September
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This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
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Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
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A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
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Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
August
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This article looks at how a recession is officially determined and some current indicators that suggest strength or weakness in the U.S. economy.
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Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
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Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
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This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
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Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
July
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Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
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Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.
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Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
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Explore how the windfall elimination provision and the government pension offset can affect Social Security benefits for people who earned a pension in noncovered employment.
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The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
June
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This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
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Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
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States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
May
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Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.
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Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
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U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
April
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Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
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Did you receive an income-tax refund this year? This article looks at some ways to use it.
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Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
March
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This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
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It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
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Do you have a will? If not, this article offers three key reasons why you should.
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This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
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Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.
February
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Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
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The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
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High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
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Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
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