Newsletters

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.

March

February

January

  • HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

    The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.

  • Understanding Life Insurance

    Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.

  • Will You Work Beyond Traditional Retirement Age?

    Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

  • Setting a Retirement Savings Goal

    Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

  • SECURE 2.0 Makes It Easier to Give and Receive

    The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

  • How to Kill Your Zombie Subscriptions

    With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.

December

November

October

September

August

July

June

April

  • Are You Eligible for Any of These College-Related Federal Tax Benefits?

    College students and their parents need all the help they can get when paying for college or repaying student loans. This article explains three federal tax benefits that could take some of the sting out of expensive college costs.

  • Time for a Spring Cleanup: Organizing Your Financial Records

    Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.

  • Retiring in a Down Market? Don’t Panic

    Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

  • Business Owners: Should You Organize as an LLC?

    Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.