Newsletters

February

• Tax Season News and Survival Tips
• A New Year, A New Opportunity to Save with a 529 Plan
• Don’t Forget About Credit When Planning for Retirement
• Do You Have These Key Estate Planning Documents?
• Debit or Credit — What’s the Difference?
• Small Businesses Could Face Borrowing Challenges

August

• Debit or Credit? Pick a Card
• Consider a Roth Conversion for Tax-Free Income
• Turbulent Times: Bear Markets Come and Go
• Indexed Annuities: A Strategy to Turn Savings into Retirement Income
• Crisis Relief: Financial Lifelines for Affected Workers
• HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact

July

• Mid-Year Is a Great Time to Fine-Tune Your Finances
• Four Questions on the Roth Five-Year Rule
• Playing Defense: Three Stock Strategies to Help Control Risk
• The Beige Book: A Timely Economic Read
• Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
• HOT TOPIC: The Shape of Economic Recovery

June

• Managing Your Workplace Retirement Plan
• Will vs. Trust: Know the Difference
• Why You Might Need Disability Income Insurance
• Do ETFs Belong in Your Portfolio?
• SECURE Act Changes That Matter to Small Employers
• HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure

May

• Keeping Cool: Investment Strategy vs. Reaction
• Social Security May Offer a Lifetime of Protection
• The Cost of Family Caregiving
• Three Life Insurance Strategies for Small Businesses
• Telemedicine: The Virtual Doctor Will See You Now
• HOT TOPIC: Too Much Oil with Nowhere to Go

April

• Setting a Retirement Savings Goal
• Looking for Value with P/E Ratios
• Early Retirement and Your Tax-Deferred Savings
• Living Benefits Can Help Counter Retirement Risks
• Don’t Let a Disaster Keep the Lights Off Forever
• HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic

March

• Stay-at-Home Spouse? Consider a Spousal IRA
• Three Lessons from Retirees
• Five Red Flags That Raise the Odds of an Audit
• Behavioral Biases That Can Lead to Costly Mistakes
• Classifying Workers: Know the Rules and Risks
• HOT TOPIC: The Coronavirus and the Global Economy

February

• Three Generations of Retirement Strategies
• Do Target-Date Funds Hit the Bull’s-Eye for You?
• Retirement Savings: Traditional, Roth, or Both?
• Municipal Bonds
• What Is Cyber Insurance, and Do You Need It?
• HOT TOPIC: The SECURE Act and Your Retirement Savings

January

• Give and Receive with a Charitable Remainder Trust
• Running with the Dogs
• Business or Hobby? It’s All About Taxes
• Is It Time to Step Up Your Digital Marketing?
• Rain, Sleet, Snow — and Lawsuits?
• HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

December

• A New Option for Providing Health Coverage in 2020
• Qualified Charitable Distributions
• Prices and the Economy
• What’s Required of the Executor of an Estate?
• Online Shopping Tips
• Hot Topic: The Ag Economy: Tough Times for Farmers in 2019

November

• Retirement Plans for the Self-Employed Dangle Tax Benefits
• Taming Investment Taxes
• Closed-End Funds May Offer Higher Income
• Medicare Open Enrollment
• Three Regrets of Retirees
• HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?

October

• Coping with a Labor Shortage
• Index Update: Shifting Sectors Reflect Social Change
• What Medicare Won’t Cover
• Five Money Issues to Talk About Before the Wedding
• Protection to Help Your Family
• HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?