Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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.
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
This article looks at the pace, scope and potential future of the jobs recovery following the unprecedented job loss due to the pandemic.
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
This article outlines the basic provisions of income-driven repayment plans than can help reduce the burden of federal student loans.
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
This article outlines three defensive strategies that may help during economic downturns: low-volatility, dividends, and defensive sectors.
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
This article provides an overview of four times other than retirement when Social Security might affect you or your family.
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
As a small business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
This article explores the complex web of federal and state tax and employment laws that determine how businesses must classify workers.
An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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