Our Monthly Newsletter

Keep up on the latest in financial information

November 2021

• Sizing Up Inheritances, Real and Imagined

• Year-End 2021 Tax Tips

• Should You Speed Up Your Retirement Plans?

• Smarter Spending on Deep-Discount Days

October 2021

• To Spend or Not to Spend?

• Following the Inflation Debate

• Women Face Challenges in a Post-Pandemic World

• Net Price Calculators Help Gauge College Affordability

September 2021

• State Income Tax: Depends on Where You Live or Work

• Four Reasons to Review Your Life Insurance Needs

• Grandparent 529 Plans Get a Boost Under New FAFSA Rules

• A Map for Your Family

August 2021

• COVID-19 Left the U.S. Travel Industry Reeling

• Stock Market Risks in the Spotlight

• Child Tax Credit for 2021: Will You Get More?

• Signs of a Scam and How to Resist It

July 2021

• Unexpected Surge in Renovation Projects

• International Investing: Opportunity Overseas?

• Life Insurance Beneficiary Mistakes to Avoid

• Can Creditors Take Your Retirement Savings?  It Depends

June 2021

• Young Adults Are More Likely to Lack Health Coverage

• Considerations When Making Gifts to Children

• Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover

• A Steady Strategy

May 2021

• IRAs Are Top Tool for Retirement Savings

• Home-Sweet-Home Equity

• Growing Interest in Socially Responsible Investing

• New Changes to College Financial Aid and Education Tax Benefits

April 2021

• More People Delay Claiming Social Security

• Real Estate for Income and Diversification

• Money Market Funds in a Low Rate Environment

• Is Your Home Office Also a Tax Shelter?

March 2021

• Population Peaks

• Due Date Approaches for 2020 Federal Income Tax Returns

• Test Your Knowledge of College Financial Aid

• Tax Filing Information for Coronavirus Distributions

February 2021

• Majority of Young Adults Living at Home

• Are Value Stocks Poised for a Comeback?

• Key Retirement and Tax Numbers for 2021

• Umbrella Insurance Offers Extra Liability Coverage

January 2021

• Different Inflation Measures, Different Purposes

• Estate Planning Strategies in a Low-Interest-Rate Environment

• Sequence Risk: Preparing to Retire in a Down Market

• Four Tips to Help Avoid Burnout While Working from Home

December 2021

• Two Decades of Inflation

• 401(k) and IRA: A Combined Savings Strategy

• P/E Ratios Offer Multiple Perspectives on Value

• Your Social Security Statement: What's in It for You?