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.
This report explains the potential consequences of not raising the debt limit in a timely manner and provides an overview of new projections from the CBO for future deficits and the national debt.
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
This article discusses the most common and costly types of scams, and how would-be victims can spot them.
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
