Newsletters
45% of American workers have saved less than $25,000 for retirement, and 26% have saved less than $1,000.Source: Employee Benefit Research Institute, 2018
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.
September
September
September
September
September
October
October
October
October
October
November
November
November
November
December
HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
Weighing a Wider Range of Health Plan Options
Association health plans may enable small businesses to save money, but how do AHPs compare to small-group health insurance?
December
HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
Weighing a Wider Range of Health Plan Options
Association health plans may enable small businesses to save money, but how do AHPs compare to small-group health insurance?
December
HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
Weighing a Wider Range of Health Plan Options
Association health plans may enable small businesses to save money, but how do AHPs compare to small-group health insurance?
December
HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
Weighing a Wider Range of Health Plan Options
Association health plans may enable small businesses to save money, but how do AHPs compare to small-group health insurance?
December
HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
Weighing a Wider Range of Health Plan Options
Association health plans may enable small businesses to save money, but how do AHPs compare to small-group health insurance?
December
HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
Competing Goals: Pay Off Student Loans or Save for Retirement?
Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.
Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
Weighing a Wider Range of Health Plan Options
Association health plans may enable small businesses to save money, but how do AHPs compare to small-group health insurance?
February
HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
February
HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
February
HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
February
HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
February
HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
January
HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
January
HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
January
HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
January
HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
January
HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
January
HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
February
HOT TOPIC: What Are the Costs of the Government Shutdown?
Explore the cost of the longest government shutdown in recent history, from its economic impact to its effect on public safety and services.
Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
A Business Plan Can Be Your Guide to Growth
A business plan can be an important step toward success. Here are some key components to consider.
March
Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
March
Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
March
Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
April
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause of raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Why Americans Are Eating Out Less Than Ever
Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
Clarifying Tax Deductions for Meals and Entertainment
Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.
April
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause of raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Why Americans Are Eating Out Less Than Ever
Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
Clarifying Tax Deductions for Meals and Entertainment
Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.
April
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause of raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Why Americans Are Eating Out Less Than Ever
Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
Clarifying Tax Deductions for Meals and Entertainment
Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.
April
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause of raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Why Americans Are Eating Out Less Than Ever
Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
Clarifying Tax Deductions for Meals and Entertainment
Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.
April
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause of raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Why Americans Are Eating Out Less Than Ever
Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
Clarifying Tax Deductions for Meals and Entertainment
Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.
April
HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause of raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Why Americans Are Eating Out Less Than Ever
Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.
Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
Clarifying Tax Deductions for Meals and Entertainment
Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.