Newsletters

June

• HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas

  This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.

• Avoiding Probate

  Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

• What’s Your Retirement Dream Elevator Pitch?

  How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.

• Are You Ready to Cancel Your Cable TV?

  Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.

• Where to Look for Lost and Forgotten Money

  States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

• Consider a Bond Ladder for Rising Interest Rates

  A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.

May

• Working While Receiving Social Security Benefits

  Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.

• Baseball Lessons That Might Help Change Up Your Finances

  Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

• Planning to Quit Your Job? What to Know Before You Go

  Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.

• Why Small Businesses Should Pay Attention to Accessibility

  Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.

• Food Inflation: What’s Behind It and How to Cope

  U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.

April

• ETFs Are Gaining on Mutual Funds: Here’s Why

  Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.

• Key Retirement and Tax Numbers for 2022

  Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

• Splurge or Save? Making the Most of Your Income-Tax Refund

  Did you receive an income-tax refund this year? This article looks at some ways to use it.

• What’s the Difference Between Medicare and Medicaid?

  Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

• Flood Insurance: Be Prepared for Rising Waters and Changing Rates

  Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.

March

• When Two Goals Collide: Balancing College and Retirement Preparations

  This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

• Mutual Funds: Do You Know What’s in Your Portfolio?

  It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.

• If You Don’t Have a Will, You Probably Should

  Do you have a will? If not, this article offers three key reasons why you should.

• Going Green: A Fast-Growing Corner of the Global Bond Market

  This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.

• When Buying Is Easy, Paying Later Can Be a Problem

  Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.

February

• Building Blocks for Financing College with Less Debt

  Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.

• How to Correct an Error on Your Credit Report

  Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

• Preparing for Libor to Leave the Building

  The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.

• Are You a HENRY? Consider These Wealth-Building Strategies

  High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.

• Did You Know Medicaid May Pay You as a Family Caregiver?

  Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.