Newsletters

July

• HOT TOPIC: The Shape of Economic Recovery

  This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.

• Mid-Year Is a Great Time to Fine-Tune Your Finances

  The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.

• Four Questions on the Roth Five-Year Rule

  This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.

• Playing Defense: Three Stock Strategies to Help Control Risk

  This article outlines three defensive strategies that may help during economic downturns: low-volatility, dividends, and defensive sectors.

• The Beige Book: A Timely Economic Read

  The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

• Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

  If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?

June

• Will vs. Trust: Know the Difference

  Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

May

• Keeping Cool: Investment Strategy vs. Reaction

  This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.

April

• HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic

  A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.

March

• Stay-at-Home Spouse? Consider a Spousal IRA

  Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.

February

• Retirement Savings: Traditional, Roth, or Both?

  How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?

December

• What’s Required of the Executor of an Estate?

  Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.

November

• Three Regrets of Retirees

  More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.

October

• Five Money Issues to Talk About Before the Wedding

  Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.

September

• Sticker Shock May Drive Consumers to Used Cars

  As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.

August

• Qualified Longevity Annuity Contracts (QLACs)

  Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.