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
August
August
September
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
September
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
September
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
October
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
October
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
October
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
November
HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
November
HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
November
HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
December
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
December
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
December
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
January
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.
January
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.
January
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.