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.

October

September

August

July

June

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

  • Beyond Medicare: What Are Your Options?

    A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

May

  • A New Look at Old Retirement Savings Guidelines

    Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

  • Where There's a Will…

    A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

  • The Cost of Caregiving

    About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

  • A Steady Strategy

    Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.

April

March

February

  • Options for Inherited IRAs

    Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

  • How Long Should You Keep Financial Records?

    The beginning of the year is a great time to organize records and discard old documents to make room for new ones.

  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

January

December

November