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.


  • February

    HOT TOPIC: Does the Estate Tax Have a Future?
    For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

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

    Don't Forget the World
    If your portfolio doesn't include some global equities, it may be missing a key dimension.

  • January

    HOT TOPIC: What's Ahead for 2010?
    Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

    The Benefits of Social Security
    Take this quiz to assess how much you know about Social Security benefits.

    Love and Marriage and Retirement
    More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

    Beware the Better-Than-Average Effect
    Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

  • December

    Hot Topic: 2010: The Year of the Roth Conversion?
    Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

    An Extra Layer of Protection
    Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

    Getting the Right Mix
    Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

    New Year: Check and (Re)balance
    Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

    Mark Your Calendar
    Once we approach the end of our working years, birthdays take on a renewed importance.

    Ready or Not, You're Retired!
    In 2009, 47% of retirees left the workforce earlier than they expected.

  • 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.

    Retirement Countdown in a Down Market
    The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

    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.