Newsletters

August

• HOT TOPIC: What’s in the New Tax Legislation?

  This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.

• Have You Set a Retirement Savings Goal?

  Completing this simple worksheet can help establish a realistic retirement savings target.

• Investing with Market Cap in Mind

  Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.

• How Savers and Spenders Can Meet in the Middle

  Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.

July

• HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

  At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.

• Will You Pay a Medicare Surcharge?

  The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.

• Fine-Tuning with Sector Funds

  The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.

• Peer-to-Peer Payments Are Popular, but Be Careful

  Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.

• Individual Bonds vs. Bond Funds: What’s the Difference?

  Individual bonds and bond funds can both provide an income stream, but there are important differences.

• Important Tax Breaks for Pass-Through Businesses

  Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.