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.

  • July

    HOT TOPIC: Celebrity Estate Planning Gone Wrong
    Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

  • June

    When Investing Pays Dividends
    Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

  • March

    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.

  • February

    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.

  • January

    When Tea Leaves Won't Do
    Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

  • November

    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.