Newsletters
- HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
- HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
This article discusses various high-frequency indicators economists use to monitor the pandemic’s impact and the economic recovery’s progress.
- HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
This article discusses various high-frequency indicators economists use to monitor the pandemic’s impact and the economic recovery’s progress.
- HOT TOPIC: Rising Inflation: Where Will It Go from Here?
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
- HOT TOPIC: Rising Inflation: Where Will It Go from Here?
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
- HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
- 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.
- A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
- A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
- Considerations When Making Gifts to Children
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
- Real Estate for Income and Diversification
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
- Real Estate for Income and Diversification
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
- Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
- Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
- Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
- Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
- Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
- Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
- Five Tips to Follow When Applying for a Mortgage
Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.
- Five Tips to Follow When Applying for a Mortgage
Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.
- A Steady Strategy
Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
- Four Things Investors Should Know About Stock Splits
If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
- Four Things Investors Should Know About Stock Splits
If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
- 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.
- Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
- Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
- Social Security Spousal Benefits
This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
- Social Security Spousal Benefits
This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
- New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
- Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
- All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
- All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
- Working While Receiving Social Security Benefits
Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?
- Working While Receiving Social Security Benefits
Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?
- Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
- When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
- Portfolios Get Personal: Growing Interest in Socially Responsible Investing
This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
- Portfolios Get Personal: Growing Interest in Socially Responsible Investing
This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
- Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
- Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
- 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.
- Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
- Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
- Your Business: Minimum-Wage Laws in the Spotlight
As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.
- Your Business: Minimum-Wage Laws in the Spotlight
As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.
- Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
- Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
- Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
- Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.