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.
Senior Vice President - Investments, Financial Advisor
Which are the most tax-advantaged ways to save for kids’ college costs? Will your income stream last through retirement? Is your investment portfolio aligned with the economic and market outlook?
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 an article in its entirety.
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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.
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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.
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
Find out more about rising oil prices related to the Russian threat to Ukraine, and the potential effects on U.S. consumers and investors.
Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
Do you have a will? If not, this article offers three key reasons why you should.
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
This article explains some of the key information provided on a personalized Social Security Statement.
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
Explore current economic conditions and retail trends, including sharply higher prices and the potential for sporadic product delays and shortages.
U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
This article outlines various tax-related financial moves to consider before the end of the calendar year.
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
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?
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
Discover four common practices that might help you identify and avoid scams.
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
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