Newsletters

October

• HOT TOPIC: Social Security’s Uncertain Future: What You Should Know

  This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.

• Four Reasons to Review Your Life Insurance Needs

  This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.

• Grandparent 529 Plans Get a Boost Under New FAFSA Rules

  Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.

• 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?

• Credit Scores Reach Record High

  This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.

• Fund Retirement and Reward Workers with a Cash Balance Plan

  Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.

September

• HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?

  Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.

• Signs of a Scam…and How to Resist It

  Discover four common practices that might help you identify and avoid scams.

• Child Tax Credit for 2021: Will You Get More?

  This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.

• A More Affordable Life Insurance Solution

  Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.

• Following the Inflation Debate

  See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.

• What a Relief! Congress Acts Against Surprise Medical Bills

  Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.

August

• HOT TOPIC: Antitrust Crackdown Aims to Increase Competition

  See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.

• Don’t Let Debt Derail Your Retirement

  This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.

• International Investing: Opportunity Overseas?

  Some analysts believe foreign stocks may be poised for a comeback. Read about opportunities and risks involved with international stocks.

• Concerned About Inflation? Consider TIPS

  Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.

• Company Stock and Your Retirement Strategy

  This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.

• Crisis Averted? Financial Help for Struggling Renters and Landlords

  Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.