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Which are the most tax-advantaged ways to save for kids’ college costs?  Will your income stream last through retirement? Is your investment portfolio aligned with the economic and market outlook?

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 an article in its entirety.

Previous Newsletters

November

HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.

Virtual Health Care Is Here to Stay

Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at virtual health care’s potential benefits.

Retirement Savings in a Volatile Market

Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

Famous People Who Died Without Proper Planning

Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.

New Life for Your Old Insurance Policy

Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.

October

Donor-Advised Funds Combine Charitable Impact with Tax Benefits

This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.

Small Businesses Are Short-Staffed and Overwhelmed

The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?

HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge

This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.

Building Financial Resilience

Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.

September

Dividends for Income and Total Returns

Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.

How Life Insurance Could Help Mitigate Taxes in Retirement

A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.

What the Red-Hot Job Market Means for Workers

A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.

HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?

This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.

Diversifying Your Portfolio with International Flair

Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.

Preparing for a Natural Disaster

Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.

August

Six Steps to Starting a New Business

Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

Inflation Protection for Investment Dollars

Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.

Uncle Sam Wants to Know About Your Gig Income

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.

Life Insurance Living Benefits

In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

July

How Long Should You Keep Financial Records?

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.

WEP and GPO Can Reduce Social Security Benefits

Explore an overview of the windfall elimination provision and the government pension offset used in calculating Social Security benefits for certain people.

Adjusting Your Tax Withholding

Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.

HOT TOPIC: Tech Sector Turmoil and the Bear Market

This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.

A Wealth of Information: How to Read a Mutual Fund Prospectus

Did you know a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

June

HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas

This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.

Where to Look for Lost and Forgotten Money

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.

What’s Your Retirement Dream Elevator Pitch?

How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.

Avoiding Probate

Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

Consider a Bond Ladder for Rising Interest Rates

A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.

May

Why Small Businesses Should Pay Attention to Accessibility

Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.

Baseball Lessons That Might Help Change Up Your Finances

Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

Food Inflation: What’s Behind It and How to Cope

U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.

HOT TOPIC: High Inflation: How Long Will It Last?

This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.

Planning to Quit Your Job? What to Know Before You Go

Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.

Working While Receiving Social Security Benefits

Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.

April

ETFs Are Gaining on Mutual Funds: Here’s Why

Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.

What’s the Difference Between Medicare and Medicaid?

Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?

Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.

Splurge or Save? Making the Most of Your Income-Tax Refund

Did you receive an income-tax refund this year? This article looks at some ways to use it.

Key Retirement and Tax Numbers for 2022

Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

Flood Insurance: Be Prepared for Rising Waters and Changing Rates

Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.

March

HOT TOPIC: Colliding Forces: Oil, Russia, Inflation, and Market Volatility

Find out more about rising oil prices related to the Russian threat to Ukraine, and the potential effects on U.S. consumers and investors.

Mutual Funds: Do You Know What’s in Your Portfolio?

It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.

Going Green: A Fast-Growing Corner of the Global Bond Market

This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.

If You Don’t Have a Will, You Probably Should

Do you have a will? If not, this article offers three key reasons why you should.

When Buying Is Easy, Paying Later Can Be a Problem

Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.

When Two Goals Collide: Balancing College and Retirement Preparations

This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

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