Newsletters

45% of American workers have saved less than $25,000 for retirement, and 26% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2018

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.

April

March

February

January

December

November

October

September

August

  • ETFs on the Rise

    ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

  • An Affordable Insurance Solution

    A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

  • Equity REITs and Rising Rates

    Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.

  • Reward Workers and Fund Retirement with a Cash Balance Plan

    Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

July

June

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.