Newsletters

March Newsletter

• Funding the Federal Government
• The Versatile Roth IRA
• Are You Missing the Bull’s-Eye with a Target-Date Fund?
• Breaking Down the Numbers: The Soaring U.S. National Debt

February Newsletter

• Steady Growth in Real Wages
• Accounts for Two: A Team Approach to Retirement Savings
• Key Retirement and Tax Numbers for 2025
• Get Ready for Tax Time

January Newsletter

• Do You Have a New Year's Resolution?
• Three Market-Moving Economic Indicators to Watch
• Financial Safety Nets: Exploring Available Sources of Emergency Funds
• What's New for 2025?

December Newsletter

• Where Americans Are Stashing Their Cash
• Would You Be Prepared for an Unplanned Early Retirement?
• Home Energy Rebates Could Save You Money
• Read a Good Beige Book Lately?

• Employment Stayed Strong Despite High Rates
• Year-End 2024 Tax Tips
• A Critical Combo: Life Insurance with Long-Term Care Benefits
• Playing Fair: New Consumer Protections for Airline Passengers

• State Income Tax Across the Map
• Treasury Yields Hit 17 – Year High
• If You Don’t Have a Will Yet, Why Not?
• Two Tax-Friendly Retirement Plans for the Self-Employed

• How the Typical American Family Pays for College
• Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
• It’s Complicated: Inheriting IRAs and Retirement Plans
• The IRS Wants More Info About Your Gig Income

• How Would You Pay for Long-Term Care?
• Watch for These Hazards on the Road to Retirement
• Mixing It Up: Asset Allocation and Diversification
• After the Loss of a Loved One, Watch Out for Scams

• How Much Income Does Social Security Replace?
• Will You Work Beyond Traditional Retirement Age?
• Key Retirement and Tax Numbers for 2024
• Don't Forget About Credit When Planning for Retirement

• Financial Regrets
• Saving for College: 529 Plan vs Roth IRA
• Should You Buy or Lease Your Next Vehicle?
• Birthday Benefits Quiz