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.

  • June

    Chained CPI and Your Taxes
    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

    Beyond Medicare: What Are Your Options?
    A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

    New Tax Breaks for Pass-Through Entities
    The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

  • May

    Where There's a Will…
    A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

    The Cost of Caregiving
    About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

    Time to Hire? Consider the Pros and Costs
    Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.