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
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This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.
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This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
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Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
September
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Discover four common practices that might help you identify and avoid scams.
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This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
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See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
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Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
August
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See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
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This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
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Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
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