Newsletters

November

• HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

  This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.

• Famous People Who Died Without Proper Planning

  Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.

• Retirement Savings in a Volatile Market

  Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

• New Life for Your Old Insurance Policy

  Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.

• Virtual Health Care Is Here to Stay

  Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.

• How Funding an HSA Could Help Strengthen Your Retirement Strategy

  Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.

October

• HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge

  This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.

• Passive, Active, or Both?

  Index funds or traditional actively managed funds: Which approach, or both, is most effective?

• How Much Life Insurance Do You Need?

  Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.

• Building Financial Resilience

  Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.

• Donor-Advised Funds Combine Charitable Impact with Tax Benefits

  This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.

• Small Businesses Are Short-Staffed and Overwhelmed

  The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?

September

• HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?

  This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.

• Dividends for Income and Total Returns

  Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.

• What the Red-Hot Job Market Means for Workers

  A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.

• Preparing for a Natural Disaster

  Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.

• How Life Insurance Could Help Mitigate Taxes in Retirement

  A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.

• Diversifying Your Portfolio with International Flair

  Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.

August

• Inflation Protection for Investment Dollars

  Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.

• Life Insurance Living Benefits

  In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

• Uncle Sam Wants to Know About Your Gig Income

  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.

• Sticker Shock Is No Joke for Car Buyers

  This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.

• Six Steps to Starting a New Business

  Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

July

• A Wealth of Information: How to Read a Mutual Fund Prospectus

  Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

• Should You Consider Tapping the Equity in Your Home?

  Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.

• Adjusting Your Tax Withholding

  Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.

• WEP and GPO Can Reduce Social Security Benefits

  Explore how the windfall elimination provision and the government pension offset can affect Social Security benefits for people who earned a pension in noncovered employment.