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.
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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A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.
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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.
March
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An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.
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Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
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Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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This article explores the complex web of federal and state tax and employment laws that determine how businesses must classify workers.
February
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A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
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More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
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How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
January
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A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.
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Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
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Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
December
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Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
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As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
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Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
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Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
October
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In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
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Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
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See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
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How do recent classification changes reflect shifts in the telecommunications sector, and what does that mean to investors?
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As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.
September
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As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
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Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
August
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Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
July
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Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
June
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Dollar-cost averaging can help investors focus on building their portfolios through regular investing rather than reacting to market swings.
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Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
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Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
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Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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