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.
June
-
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
-
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
-
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
-
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
-
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.
-
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
May
-
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.
-
Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.
-
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
-
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
-
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
-
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
April
-
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
-
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
-
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
-
Did you receive an income-tax refund this year? This article looks at some ways to use it.
-
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
March
-
Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.
-
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
-
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
-
Do you have a will? If not, this article offers three key reasons why you should.
-
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
-
Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.
February
-
This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
-
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
-
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
-
High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
-
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
January
-
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
-
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
-
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
-
This article explains some of the key information provided on a personalized Social Security Statement.
-
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
-
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
-
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
-
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
-
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.
-
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
November
-
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.
-
What distinguishes HDHPs from preferred provider organizations (PPOs)? Learn about some key differences between the plans.
-
As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
-
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
October
-
This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.
-
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
-
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
-
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?
-
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
-
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
-
Discover four common practices that might help you identify and avoid scams.
-
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
-
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
-
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
August
-
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
-
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
-
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
-
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
July
-
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
-
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
-
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
-
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.
-
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
|
