Newsletters

March

• HOT TOPIC: Red Ink: The Debt Ceiling and Deficit Spending

  This report explains the potential consequences of not raising the debt limit in a timely manner and provides an overview of new projections from the CBO for future deficits and the national debt.

• Key Retirement and Tax Numbers for 2023

  Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.

• Creating Your Own “Operation London Bridge”

  Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.

• Double Up with a Spousal IRA

  Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

• When Should Young Adults Start Investing for Retirement?

  Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.

• The Inflation Experience is Painful – and Personal

  This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.

February

• Three Ways to Help Simplify Your Finances

  Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.

January

• Tips for Safe Online Shopping

  This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.

• Taking Control of Your Retirement Savings

  Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.

December

• IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

  IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.

November

• 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.

• 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.

• 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

• How Much Life Insurance Do You Need?

  Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.

June

• Avoiding Probate

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

May

• 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

• 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.

• 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.