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.
July
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This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
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This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
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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.
June
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The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
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From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
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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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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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This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
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.
February
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This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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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.
January
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For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
December
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Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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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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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?
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