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.
October
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This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.
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This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
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This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
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Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
September
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Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.
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Discover four common practices that might help you identify and avoid scams.
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This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
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Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
August
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See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
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This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
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This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
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Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
July
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This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
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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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Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
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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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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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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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The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
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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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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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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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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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This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
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This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
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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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This article discusses various high-frequency indicators economists use to monitor the pandemic’s impact and the economic recovery’s progress.
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This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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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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Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?
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Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
March
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Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
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IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
February
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This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
January
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For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
December
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Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
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This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
November
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2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
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