Newsletters

December

• HOT TOPIC: Supply-Chain Chaos: Holiday Edition

  Explore current economic conditions and retail trends, including sharply higher prices and the potential for sporadic product delays and shortages.

• Should You Speed Up Your Retirement Plans?

  The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.

• Year-End 2021 Tax Tips

  This article outlines various tax-related financial moves to consider before the end of the calendar year.

• Balancing Medicare and Work-Based Insurance

  Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.

• Is Your Business Eligible for the Research and Development Tax Credit?

  U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.

• Catalytic Converter Thefts Are on the Rise: Here’s Why

  Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.

November

• Net Price Calculators Help Gauge College Affordability

  Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.

October

• A Map for Your Family

  A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?

September

• Signs of a Scam…and How to Resist It

  Discover four common practices that might help you identify and avoid scams.

August

• International Investing: Opportunity Overseas?

  Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.

July

• A Steady Strategy

  Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.

June

• How Well Do You Understand Retirement Plan Rules?

  From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.

May

• Social Security Spousal Benefits

  This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.

April

• Working While Receiving Social Security Benefits

  Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?

March

• Key Retirement and Tax Numbers for 2021

  IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.

• Are Value Stocks Poised for a Comeback?

  Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.

February

• When You Can’t Speak for Yourself

  Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.

January

• HOT TOPIC: Revisiting the 4% Rule

  For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.