Newsletters

Fourty-seven percent of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.1
Source: Employee Benefit Research Institute, 2017

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.


  • December

    Online Shopping Tips
    As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.

    What’s Required of the Executor of an Estate?
    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.

    Prices and the Economy
    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.

    Qualified Charitable Distributions
    Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.

  • November

    Three Regrets of Retirees
    More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.

    Medicare Open Enrollment
    This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.

    Closed-End Funds May Offer Higher Income
    Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.

    Taming Investment Taxes
    Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?

    Retirement Plans for the Self-Employed Dangle Tax Benefits
    Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.