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.
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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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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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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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.
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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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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Do you have a will? If not, this article offers three key reasons why you should.
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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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The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
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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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This article explains some of the key information provided on a personalized Social Security Statement.
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