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

HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
Key Retirement and Tax Numbers for 2021

IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
Are Value Stocks Poised for a Comeback?

Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
Home Sweet Home Equity

Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Asset Protection: Make Sure Your Umbrella Is Big Enough

While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
Is Your Home Office Also a Tax Shelter?

This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.

December

HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail

This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Should You Pay Off Student Loans Early or Save More for Retirement?

Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
Putting Your Nest Egg in Three Baskets

Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Full House: Adult Children Coming Home

If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Income Investors May Find Closed-End Funds on Sale

Do you know the differences between open-end and closed-end funds? This article compares the two.
Your Business: Could You Benefit from a Roth Conversion in 2020?

This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.