Newsletters
Most Americans spend more time planning for vacations and
holidays than planning for their retirement.1
Will you outlive your retirement income? How much liability insurance should
you have? Should you add stocks to your portfolio? 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.
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August
Reasons to Roll
An IRA rollover is one way to give you the maximum control over your retirement assets.
Social Security Quiz
Test your knowledge about Social Security with this short quiz.
Chasing Hot Performers
As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.
Afraid of Outliving Your Income?
A split-annuity strategy is one way to help ensure a steady retirement income stream.
Which Way to Payday?
Even though small-business owners put a lot into their companies, including time and capital, sometimes it’s hard to determine exactly how much to take out.
Dow Know-How
The Dow has been on a tear for many months, recently breaking 14,000. This article looks at the Dow and explains this benchmark.
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July
Update Time
Estate issues are potentially uncomfortable to contemplate, but they are a critical aspect of your overall financial situation.
Finally, It’s For Keeps
The 2006 Pension Protection made tax-free withdrawals from a 529 college savings plan permanent, possibly removing a potential source of uncertainty for families who are using 529 plans to help send their students to college.
The Savings Scare That Wasn’t
Although some economists and media outlets paint a picture of a looming savings crisis, with close to 80 million baby boomers on the cusp of retirement, you may find that the nation’s personal savings rate isn’t all that important.
Check Your Credit Score
Knowing your credit score and understanding its significance are important because the number can directly affect the interest rates you pay for mortgages, car loans, and credit cards.
The Health-Care Squeeze
The coming health-care squeeze will likely affect most Americans regardless of age, net worth, or health.
Eye on Private Equity
There’s been a recent boom in private equity takeovers of publicly traded companies. What are the reasons, and will the boom continue?
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June
Retirement Reality Check
You only get one chance to save for retirement, and if you arrive at retirement’s door without adequate resources, you may have limited options.
Mutual Fund Comeback
The renewed interest in mutual funds is a reminder that they have something to offer just about anyone with a financial goal.
A Tale of Two Investments
Investing fads come and go, but a diversified strategy involving growth stocks, value stocks, or a combination of the two can be a great addition to your investment portfolio.
Your Estate Net Value
For many, the ultimate goal of estate conservation is preserving a financial legacy to pass on to loved ones or charitable organizations, and the first step toward reaching this goal is determining how much there is to conserve.
Business Succession Planning
The loss of an owner can be devastating to a small business, but a company-owned life insurance policy could help reduce the financial consequences if such a loss were to occur.
Outlook 2007, Part II
So the economy has begun to slow and there's some talk of a recession in the offing. Is it time to batten down and wait for the storm? Not so fast. Consumers, financial markets, and policymakers are behaving as though there are reasons to be optimistic.