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.
March
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Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
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IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
November
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2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
October
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A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
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Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
September
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The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
August
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Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
July
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The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
June
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This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
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This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
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The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
May
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This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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This article provides an overview of four times other than retirement when Social Security might affect you or your family.
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A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
April
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This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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