Newsletters

Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2015

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.

June

May

  • Are You an Investor or a Speculator?

    Investor or speculator? The importance of committing to a long-term strategy based on sound investment principles.

  • Highly Appreciated Giving

    A charitable remainder trust may enable donors to give appreciated assets to a favorite charity on a tax-free basis.

  • Studying the Earnings Test

    The retirement earnings test reduces Social Security benefits for younger beneficiaries whose earnings exceed annual levels.

  • The Roundabout Way to a Roth IRA

    A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.

  • Cyber Crime on the Rise

    Data breaches at large retailers have dominated the news, but cyber crimes also threaten small businesses.

April

March

February

January

December

  • Adding Real Estate to Your Portfolio

    An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

  • Who Controls the Cash?

    Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

  • Guarding Against Fraud

    Three basic principles that could help consumers spot a fraudulent scheme.

  • Watching for Inflation

    Fed officials eventually need to decide when to tighten monetary policy and raise the benchmark interest rate.

  • Health-Care Update

    Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

November

October

September

August

July