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Newsletters

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

  • HOT TOPIC: The Fed Finally Cut Interest Rates

    The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.

  • Do You Have Enough Life Insurance?

    Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.

  • Making the Most of Your Credit Card

    Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.

  • A Pension Strategy That May Boost Your Income

    A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.

  • What’s Your Real Return?

    While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.

September

August

July

June

May

April

March

February

January

  • HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024

    The SECURE 2.0 Act made wide-ranging changes to U.S. tax laws related to retirement savings. This article provides an overview of some important provisions that take effect in 2024.

  • Understanding Life Insurance

    Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.

  • Will You Work Beyond Traditional Retirement Age?

    Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

  • Setting a Retirement Savings Goal

    Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

  • SECURE 2.0 Makes It Easier to Give and Receive

    The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

  • How to Kill Your Zombie Subscriptions

    With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.

December

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Check the background of this financial professional on FINRA's BrokerCheck