Newsletters

Most Americans spend more time planning for vacations and holidays than planning for their retirement.1
1 Employee Benefit Research Insitute, 2007

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.


  • 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.

    Protect Your Downside
    When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

    Every Little Bit Helps
    IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

    What’s in It for You?
    The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

    Good Time to Keep Going
    Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.