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.
August
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Inflation Protection for Investment Dollars
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
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Life Insurance Living Benefits
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
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Uncle Sam Wants to Know About Your Gig Income
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
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Sticker Shock Is No Joke for Car Buyers
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
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Six Steps to Starting a New Business
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
July
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HOT TOPIC: Tech Sector Turmoil and the Bear Market
This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
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A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
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Adjusting Your Tax Withholding
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
June
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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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What’s Your Retirement Dream Elevator Pitch?
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
May
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HOT TOPIC: High Inflation: How Long Will It Last?
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
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Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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Why Small Businesses Should Pay Attention to Accessibility
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
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Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.