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
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As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.
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The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
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This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
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The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
May
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Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
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This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
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As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.
April
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This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?
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Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
March
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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.
February
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This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
January
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The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
December
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This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
November
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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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This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
September
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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.
August
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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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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 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?
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