Newsletters

November

• HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

  This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.

• Famous People Who Died Without Proper Planning

  Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.

• Retirement Savings in a Volatile Market

  Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

• New Life for Your Old Insurance Policy

  Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.

• Virtual Health Care Is Here to Stay

  Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.

• How Funding an HSA Could Help Strengthen Your Retirement Strategy

  Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.

September

• Preparing for a Natural Disaster

  Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.

August

• Life Insurance Living Benefits

  In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

• Six Steps to Starting a New Business

  Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

May

• Working While Receiving Social Security Benefits

  Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.

• Baseball Lessons That Might Help Change Up Your Finances

  Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

• Why Small Businesses Should Pay Attention to Accessibility

  Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.

April

• Splurge or Save? Making the Most of Your Income-Tax Refund

  Did you receive an income-tax refund this year? This article looks at some ways to use it.

March

• When Two Goals Collide: Balancing College and Retirement Preparations

  This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

• If You Don’t Have a Will, You Probably Should

  Do you have a will? If not, this article offers three key reasons why you should.

February

• Building Blocks for Financing College with Less Debt

  Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.

• Are You a HENRY? Consider These Wealth-Building Strategies

  High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.

January

• 401(k) and IRA: A Combined Savings Strategy

  Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.

• Your Social Security Statement: What’s in It for You?

  This article explains some of the key information provided on a personalized Social Security Statement.

December

• Should You Speed Up Your Retirement Plans?

  The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.

• Is Your Business Eligible for the Research and Development Tax Credit?

  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.