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.
October
-
Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
-
Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
-
A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
-
Credit Scores Reach Record High
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
-
Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
September
-
HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.
-
Signs of a Scam…and How to Resist It
Discover four common practices that might help you identify and avoid scams.
-
Child Tax Credit for 2021: Will You Get More?
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
-
A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
-
Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
-
What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
August
-
HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
-
Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
-
International Investing: Opportunity Overseas?
Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.
-
Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
-
Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
-
Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
July
-
HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
-
Considerations When Making Gifts to Children
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
-
A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
-
Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
-
Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
-
Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.