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.
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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This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
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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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This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
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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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Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
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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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This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
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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.
January
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This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
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Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
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Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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This article explains some of the key information provided on a personalized Social Security Statement.
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See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
December
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The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
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Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
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Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
November
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Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.
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What distinguishes HDHPs from preferred provider organizations (PPOs)? Learn about some key differences between the plans.
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As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
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Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
October
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This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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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?
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This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
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Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
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