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.
November
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PPO or HDHP? Making Health Insurance Choices
The similarities and differences between an HDHP and a PPO plan and contribution limits for health savings accounts.
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FAFSA in the Fall for Lower Stress
New rules enable families to begin the FAFSA earlier using tax returns from two years prior to the academic year.
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Medicare Open Enrollment
The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.
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Required Minimum Distribution Rules
When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.
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Stacking Up Tax Breaks for Business Investments
Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.
July
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When a Saver Marries a Spender, Every Penny Counts
Guidelines to help facilitate financial discussions between spouses who have different points of view on spending.
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Surprise! It’s Retirement Time
Consider these tips to prepare for the possibility that you might retire earlier than planned.
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Interested in Interest Rates?
With interest rates expected to keep rising here is a short quiz to test one’s interest rate knowledge.
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Anticipating Inflation?
One way to help protect a bond portfolio from a potential spike in inflation is by investing in Treasury inflation-protected securities.
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Offering Life Insurance as an Employee Benefit
Making life insurance part of an employee benefit program could be a cost-effective way to recruit and retain valuable employees.