Industry Updates
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 documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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.
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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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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.
July
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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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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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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.
May
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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.
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.
March
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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.
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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Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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