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.
July
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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.
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Considerations When Making Gifts to Children
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
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A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
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Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
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Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
June
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HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.
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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
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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.
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Is the Medicare Donut Hole Really Closed?
This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
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Corporate Debt: Are Juicier Yields Worth the Extra Risk?
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
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Your Business: New Rules for Writing Off Restaurant Meals
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
May
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HOT TOPIC: Rising Inflation: Where Will It Go from Here?
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
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Real Estate for Income and Diversification
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
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Your Business: Minimum-Wage Laws in the Spotlight
As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.
April
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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Four Things Investors Should Know About Stock Splits
If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
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All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.