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.


  • November

    Help with College: A Gift for Your Grandkids
    Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.

    Reviewing Business Structure in Light of Tax Changes
    A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.

  • October

    Social Security 101
    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

  • June

    Rules of the Rollover
    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

  • May

    Where There's a Will…
    A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

    The Cost of Caregiving
    About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

  • April

    Income for the Long Run
    A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

  • February

    Options for Inherited IRAs
    Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

    Settling an Estate
    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

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