Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? 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.

December

November

October

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

  • Choosing and Using a College Checking Account

    Some tips for parents and college students to consider, whether opening a new checking account or using an old one.

  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

  • Key Tax Breaks for Business Owners

    Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

September

August

July

June

May

  • Where There's a Will…

    A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

  • The Cost of Caregiving

    About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

  • Time to Hire? Consider the Pros and Costs

    Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.

April

March

February

Calculators