Newsletters
Most Americans spend more time planning for vacations and
holidays than planning for their retirement.1
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.
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August
The Election and Your Money
In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.
It’s Your Home, Not Your Retirement
Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.
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July
Take It Year by Year
The Federal Reserve has been cutting interest rates fast and deep. Although not all consumers rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.
Get Schooled on Saving for College
One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.
Are the Times A-Changin'?
As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.
Estimate Your Estate
It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.
Surviving the Estate Tax with Survivorship Life
People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.
It's Not as Bad as You Think
Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?
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June
What Does the Dollar Do for You?
Which is preferable, a strong dollar or a weak one?
No Better Time Than Now
You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.
For Income, Pick Up This Split
A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.
Heir-Tight Estate Conservation
An incentive trust can help reinforce the lessons you taught your children during your life.
Population Boomer
The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.