Newsletters

April

• HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?

  Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.

• Key Retirement and Tax Numbers for 2022

  Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

• Splurge or Save? Making the Most of Your Income-Tax Refund

  Did you receive an income-tax refund this year? This article looks at some ways to use it.

• What’s the Difference Between Medicare and Medicaid?

  Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

• Flood Insurance: Be Prepared for Rising Waters and Changing Rates

  Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.

March

• HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility

  Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.

• Mutual Funds: Do You Know What’s in Your Portfolio?

  It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.

• If You Don’t Have a Will, You Probably Should

  Do you have a will? If not, this article offers three key reasons why you should.

February

• HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?

  This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.

• How to Correct an Error on Your Credit Report

  Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

January

• Charitable Giving Can Be a Family Affair

  Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”

• Your Social Security Statement: What’s in It for You?

  This article explains some of the key information provided on a personalized Social Security Statement.

December

• Is Your Business Eligible for the Research and Development Tax Credit?

  U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.

November

• Is a High-Deductible Health Plan Right for You?

  What distinguishes HDHPs from preferred provider organizations (PPOs)? Learn about some key differences between the plans.

• Do You Have a Tax-Smart Withdrawal Strategy?

  Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.

October

• 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.

• 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

• Signs of a Scam…and How to Resist It

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

August

• 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.