Newsletters

Forty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.1
1 AARP, 2008

Will you outlive your retirement income?  How much liability insurance should you have? Should you add stocks to your portfolio?  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.

  • March

    Don't Let a Disability Cripple Your Family's Finances
    One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

    Working for Social Security
    There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

    A Simple Way to Help Your Family
    A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

  • February

    Are You Making These Cash Mistakes?
    With interest rates at historic lows, what should you do with the money you save?

    Patching the Alternative Minimum Tax
    The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

    Tips for Healthy Life Insurance
    If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

    What Does a Fed Chairman Do?
    The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

  • November

    The Measure of a Life
    One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

    Confident in Consumer Confidence?
    The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

    Playing Catch-Up with Contributions
    Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

    Measuring the Jobs Situation
    Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

  • October

    HOT TOPIC: Moving Forward from the Credit Crisis
    On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

    Estate Conservation You Can Trust
    Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

    Fixed Annuities May Offer Stability
    A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

    Get Ready for Earnings Season
    Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

  • July

    HOT TOPIC: Looking for a Recovery in Odd Places
    Are signs of an economic recovery showing up in hemlines and lipstick sales?

    It's Not Too Late to Consider Life Insurance
    Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

    Good Care Begins Early
    Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

    Stalking the Mighty Consumer
    Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

  • May

    Celebrate Life and the Benefits of Insuring It
    In addition to the protection it can bring, life insurance can also offer some tax benefits.

    A Question of Identity
    Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

    The Land of Income Mobility
    In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.