Newsletters

July

• HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

  According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

• Locked Out? How to Break Into Today’s Housing Market

  Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

• Midyear Checkup: Can You Contribute More to Your Retirement Plan?

  With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

• Taxing Social Security Benefits: Clearing the Confusion

  The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

• Teens Say Social Media Takes a Toll on Mental Health

  Many parents are concerned about the well-being of their children as they navigate the digital landscape.

June

• HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

  This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

• What Can You Learn from Your Tax Return?

  Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

• Goodbye Passwords, Hello Passkeys

  As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

April

• Medicare or Medicaid?

  It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

• New Auto Loan Interest Deduction Explained

  The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

• Is Your Dream Kitchen a Good Investment?

  Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

March

• Key Retirement and Tax Numbers for 2026

  This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

January

• Surprise! It’s Retirement Time

  Considering some important issues now could provide more options in the event of early retirement.

November

• Consider Roth for Tax-Free Income

  Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.