Newsletters

September

• Signs of a Scam…and How to Resist It

  Discover four common practices that might help you identify and avoid scams.

• Child Tax Credit for 2021: Will You Get More?

  This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.

August

• Don’t Let Debt Derail Your Retirement

  This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.

July

• HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information

  This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.

• A Steady Strategy

  Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.

June

• How Well Do You Understand Retirement Plan Rules?

  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.

May

• Five Tips to Follow When Applying for a Mortgage

  Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.

• Social Security Spousal Benefits

  This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.

April

• Working While Receiving Social Security Benefits

  Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?

January

• Prepare Your Finances for the Next Emergency

  The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.