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.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
College students and their parents need all the help they can get when paying for college or repaying student loans. This article explains three federal tax benefits that could take some of the sting out of expensive college costs.
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and mainta
Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family.
This report explains the potential consequences of not raising the debt limit in a timely manner and provides an overview of new projections from the CBO for future deficits and the national debt.
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
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IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
This article discusses the most common and costly types of scams, and how would-be victims can spot them.
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
Donating to charity could offer tax benefits and may increase your ability to give. This article explores various tax-advantaged giving strategies.
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at virtual health care’s potential benefits.
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
Explore an overview of the windfall elimination provision and the government pension offset used in calculating Social Security benefits for certain people.
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
Did you know a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
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