Newsletters

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.

March

• 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.

February

• How to Correct an Error on Your Credit Report

  Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

January

• 401(k) and IRA: A Combined Savings Strategy

  Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.

• Your Social Security Statement: What’s in It for You?

  This article explains some of the key information provided on a personalized Social Security Statement.

December

• Should You Speed Up Your Retirement Plans?

  The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.

• Balancing Medicare and Work-Based Insurance

  Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.

November

• Do You Have a Tax-Smart Withdrawal Strategy?

  Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.

October

• Four Reasons to Review Your Life Insurance Needs

  This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.

• A Map for Your Family

  A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?

• Credit Scores Reach Record High

  This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.