Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

December

November

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

August

July

  • A Steady Strategy

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

June

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

March

February

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.