Newsletters

August

• HOT TOPIC: Is the U.S. Economy in a Recession?

  This article looks at how a recession is officially determined and some current indicators that suggest strength or weakness in the U.S. economy.

• Inflation Protection for Investment Dollars

  Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.

• 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.

• Uncle Sam Wants to Know About Your Gig Income

  Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

• Sticker Shock Is No Joke for Car Buyers

  This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.

• 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.

July

• HOT TOPIC: Tech Sector Turmoil and the Bear Market

  This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.

• A Wealth of Information: How to Read a Mutual Fund Prospectus

  Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

• Should You Consider Tapping the Equity in Your Home?

  Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.

• Adjusting Your Tax Withholding

  Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.

• How Long Should You Keep Financial Records?

  The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.

June

• HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas

  This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.

• Avoiding Probate

  Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

• What’s Your Retirement Dream Elevator Pitch?

  How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.

• Where to Look for Lost and Forgotten Money

  States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

May

• HOT TOPIC: High Inflation: How Long Will It Last?

  This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.

• 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.

• Planning to Quit Your Job? What to Know Before You Go

  Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.

• 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.

• Food Inflation: What’s Behind It and How to Cope

  U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.

April

• HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?

  Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.

• Key Retirement and Tax Numbers for 2022

  Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

• What’s the Difference Between Medicare and Medicaid?

  Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

March

• HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility

  Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.

February

• How to Correct an Error on Your Credit Report

  Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

October

• HOT TOPIC: Social Security’s Uncertain Future: What You Should Know

  This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.