Newsletters

Fourty-seven percent of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.1
Source: Employee Benefit Research Institute, 2017

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.

  • October

    Social Security 101
    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

    Choosing and Using a College Checking Account
    Some tips for parents and college students to consider, whether opening a new checking account or using an old one.

    Dealing with Divorce
    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

    Key Tax Breaks for Business Owners
    Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

  • September

    A Map to Guide Your Family
    A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.

    Family Limited Partnerships for Estate Planning Purposes
    A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.