Newsletters

February

• HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

  This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.

• Balancing Stocks and Bonds in One Fund

  Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.

• Fixed for Life: What Can an Annuity Do for You?

  Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.

• Three Ways to Help Simplify Your Finances

  Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.

• IRA Strategies: After-Tax Money and the Pro-Rata Rule

  The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.

• Small Businesses Should Prepare for Stronger Tax Enforcement

  The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.

January

• Naming a Trusted Contact

  It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

November

• Retirement Savings in a Volatile Market

  Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

October

• Passive, Active, or Both?

  Index funds or traditional actively managed funds: Which approach, or both, is most effective?

September

• Diversifying Your Portfolio with International Flair

  Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.

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.

June

• Avoiding Probate

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

May

• 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.

April

• 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

• If You Don’t Have a Will, You Probably Should

  Do you have a will? If not, this article offers three key reasons why you should.